Sometimes you just need to know who entered a transaction into your Microsoft Dynamics GP system. As you may have already noticed, GP has no standard window to show who entered a particular transaction.However, most of the transaction tables in the GP database do have a field for the “User ID.” This field shows the last person to touch the record, and you can easily modify your GP reports within Report Writer to include this field on your reports.Additionally, third-party vendors such as Fastpath and Rockton Software offer modules specifically for helping companies keep better track of changes to data. … [Read more...] about Who Did It? Tracking Changes in Dynamics GP
GP SmartList Quick Tip: Changing Display Columns
Have you ever wanted to change the name of a column in a Dynamics GP SmartList? Perhaps instead of “Customer Name” you would like the export to show “Client Name,” for example.It is very easy to change the names of columns as well as the order of columns as they appear on your SmartList. Simply open your SmartList and click on “Columns.” Highlight the name you wish to change and start typing in the “Display Name” column. It’s that simple.You can also use the re-order arrows to change the way your columns are displayed on the SmartList. For example, you could rearrange the columns so that “Debits” appears before “Credits.” … [Read more...] about GP SmartList Quick Tip: Changing Display Columns
Search Smarter, Not Harder With GP SmartLists
Microsoft Dynamics GP SmartLists have always enabled users to organize and display data from the accounting system in a way that makes sense to them. Users can search records according to specific criteria to show exactly what data they need to see.SmartList Builder in Microsoft Dynamics GP 2010 takes the popular, easy-to-use SmartList tool and increases its power and range. Now you can query more data in more ways. This SmartList Builder gives you access to all the information that you capture, enabling you to create your own custom SmartLists.With SmartList Builder, the possibilities are endless. Here are just a few examples:You can combine multiple tables to go beyond basic SmartList data. You can create calculated fields. … [Read more...] about Search Smarter, Not Harder With GP SmartLists
Quick Start Tips: Windows PowerShell ISE
I wish I had access to some quick start tips when I first started learning how to use Windows PowerShell ISE to administer Microsoft Dynamics NAV. With that in mind, this blog offers some quick tips to get you started.From here on out, I'm going to refer to Windows PowerShell ISE simply as PowerShell. This isn't exactly accurate since there is a separate console tool that's called PowerShell. To keep it simple, just know that when I say PowerShell, I am referring to Windows PowerShell ISE. Suggested Screen Layout for Windows PowerShell ISE These two screen shots show how I like to set up my PowerShell screen: Script Pane on the top Console on the bottom Command Add-on shown on the rightThis layout allows me to write … [Read more...] about Quick Start Tips: Windows PowerShell ISE
Sort Data Faster, Smarter With Our Custom Solutions
Do you ever have to output financial information with GP SmartLists and then go through the same manual efforts in Excel? Perhaps you need to export to Excel to filter out certain groups (such as top customers) or sort data (largest dollar amount to smallest dollar amount, for example).This is a typical headache for accountants trying to get a monthly analysis of business performance. It’s often a monthly ordeal and can take precious time out of your busy schedule.If this sounds familiar, you should know that we can help you create SQL objects that do the heavy lifting for you. Once the objects are loaded, you can view the data with your tool of preference, such as an Excel Refreshable Report, a SQL Server Reporting Services report or … [Read more...] about Sort Data Faster, Smarter With Our Custom Solutions
Create New Records in NAV RapidStart Part 2
Hello and welcome back to our series of blogs on RapidStart in Microsoft Dynamics NAV.Today we are going to review steps 6-8 as they apply to new records. We will import our Excel file into NAV, validate it, resolve any errors and then apply the file.Let’s start with importing the file we created in the previous blog:Choose your file.You will see that in the configuration package under No. of Package Records the total is now “3” for the three tire records we created in our last blog post.Next, click on “Validate Package.”In our example we ended up with nine validation errors (see below) on our first validation attempt.Move your mouse on top of the number. Once it underlines, click on it and the following message box … [Read more...] about Create New Records in NAV RapidStart Part 2
Close the Books in Minutes with Dynamics GP Reconciliations
The beginning of every month is an exceptionally busy time for accountants as they try to close the books for month end. Many companies feel good when they close their books in a couple of weeks. For other companies, the process can take five weeks or more.However, we have some companies that are performing their month-end close with Dynamics GP in two or three days. CPA and author Stephen Bragg provides a guide to shrink the process down to just one day in his book Fast Close.Impossible, you say? It’s not if you perform daily bank reconciliations.One of the very time-consuming activities at month-end is reconciling bank accounts. Traditionally, accounting professors taught their students to reconcile bank accounts monthly after … [Read more...] about Close the Books in Minutes with Dynamics GP Reconciliations
Create New Records in NAV RapidStart
Hello and welcome back to our series of blogs on RapidStart in Microsoft Dynamics NAV. For this week’s blog, we’re going to take a short detour to add new items to the Item Card.Adding new records is similar to performing a mass update on existing records. You will follow the same eight steps as before. However, the trick to adding new records is to find an existing record that is very similar to what you want to add. For example, is the item purchased or manufactured? Will the existing and new records share the same posting groups? And so on. You then use the existing record as a template for the new records.To add some new items for our example, let’s use the Cronus database and for the bike, let’s say we want to add in a few new … [Read more...] about Create New Records in NAV RapidStart
Dynamics SL: ‘In’ Function Made Easier
It can be difficult for Dynamics SL users to remember how to use all the different operators available in the Dynamics SL ROI screen.ROI stands for Report Operations Interpreter and is simply the screen you see immediately prior to running any non Management Reporter report in SL. Typically, the screen is used to filter or sort reports at run time.Here is a simple tip in version 2015 that makes doing an "In" function easy:On the "Select" tab of an ROI screen, choose your field. For our example, let’s say the field we want is "Account." Then choose your "Operator of In." Finally, do a PV on the "Value" fields. PV stands for Possible Values and is the same as hitting the F3 function key to display what your choices are.This new … [Read more...] about Dynamics SL: ‘In’ Function Made Easier
Boyer earns spot in Top 100 VARS for 2016
For the seventh year in a row, Boyer & Associates has earned a coveted spot in Bob Scott’s Insights Top 100 VARs.The winners of this award are chosen among companies who sell and implement Enterprise Resource Planning (ERP) accounting software. Selection for the Top 100 list is based on annual revenue generated by each reseller. Boyer & Associates has made the nationwide list seven times now.“Bob Scott’s thoughts and ‘Insights’ really are insightful. Bob writes as he speaks — very directly, which I believe most people who have little time to stay current with industry news crave. We very much appreciate being recognized by this important industry staple each of the last seven years,” said President Jack Boyer. Not just ERP … [Read more...] about Boyer earns spot in Top 100 VARS for 2016
