Issues with Word Templates
Recently, there have been issues with Dynamics GP and Word Templates, due to some changes to the most recent Microsoft Office build releases. Specifically, documents generated in Word Templates cannot be opened in Microsoft Word, once you’re running a build from Sept 8/9th or newer. Today’s post is an attempt to clarify what the situation is, and what is and is not affected and clarify some of… Continue Reading Jen...
What happened to #TipTuesday?
Hey, everyone reading this… no, I haven’t fallen off the face of the earth. I’m hoping to get back into regular blogging this Fall. Ahem, I mean Autumn. (that’s for David Musgrave ). I’ve been fortunate to stay safe & healthy as well as maintain most of my business during COVID-19, that’s the good news. There have been a few unrelated things that have kept me away from my normal blogging…...
Excel – where did my workbook go?
Today’s #TipTuesday is an odd one. A few months ago, a client had an issue with a specific Excel workbook they couldn’t “open”. Of course, the usual questions around “is there an error message?” etc. didn’t pan out. Typically it might be a corrupt file issue or something, but once I saw the issue on their computer, I realized what the problem was. It turns out someone accidentally...
Canadian Payroll 2020 Mid-Year Tax Update
This is a bit belated, but I wanted to share the info about this year’s tax update for those in affected jurisdictions. Last year, there were no changes in any jurisdiction. This year, there are only changes in 2 jurisdictions – British Columbia and Yukon. There are fixes for a couple of issues with Quebec around the RL-1 XML file and QPIP. Eligible versions There are updates for GP… Continue Reading Jen...
MVP Renewal for 2020/2021
Today was a good day. It is Canada Day, which is a national holiday, and already a great day for us Canucks, but July 1st is also MVP renewal day for close to 3,000 Microsoft MVPs worldwide. I’m pleased to share that I was awarded for the 4th time today, within the Business Applications category (where Dynamics GP resides). Dynamics GP MVP count stays intact While the program… Continue Reading Jen Kuntz’s Article on...
SmartList Export: Excel cannot open error
Today’s #TipTuesday is one a client ran into a little while ago, and is worth sharing how you may find out what is causing the issue. The TL;DR version is a strange character somehow was input into an invoice comment and it caused an issue when that record (with that field) was exported to Excel from a Dynamics GP SmartList. Exporting to Word instead of Excel showed where the character was to… Continue Reading Jen...
Thunderbolt dock problem? Try this.
This post is purely to save someone else (or my future self) the frustration of troubleshooting their Thunderbolt dock if they reinstall Windows and then can’t get the dock working. Background The context around my situation was this: I’m using a Lenovo P43s and Lenovo “ThinkPad Thunderbolt 3 Workstation Doc”, part 40ANY230US.I ran a system update for the P43s which ended up… Continue Reading Jen...
Testing email functionality
Today’s #TipTuesday is around email functionality in Microsoft Dynamics GP and some tips around how to test it. As you may have read in my post last week, I made some mistakes in testing that have led to this post. Long story short: I neglected to edit all the tables that had live email addresses when I did some testing. There are some other things I could have also done to prevent compounding… Continue Reading Jen...
Owning up to your mistakes
It’s been a while since I wrote a non-technical post, so I thought I would share a situation that happened to me earlier this week and how I dealt with it. At the risk of coming across as a complete moron to whomever reads this, when many would simply never mention it again, I am a believer that sharing things helps others. The gist of this post is not about the mistake itself but how to own… Continue Reading Jen...
Fixed Assets GL Posting Flow Part 8
Today’s #TipTuesday is the finale of my series on Fixed Asset transactions in Dynamics GP and what G/L accounts get used where. Today is where I will walk through the rest of the catch-all set of scenarios around what kinds of asset changes impact the G/L. The previous posts so far are: Additions with & without YTD/LTD amortizationDepreciation/AmortizationRetirements in the 1st year of… Continue Reading Jen...
Fixed Assets GL Posting Flow Part 7
Today’s #TipTuesday is a continuation of my series on Fixed Asset transactions in Dynamics GP and what G/L accounts get used where. Today is the second-last of the series, where I will walk through a catch-all set of scenarios around what kinds of asset changes impact the G/L. Half of the scenarios are here, and the rest I’ll cover next week. The previous posts so far are: Additions with… Continue Reading Jen...
Fixed Assets GL Posting Flow Part 6
Today’s #TipTuesday is a continuation of what happens during Retirement transactions in Dynamics GP. Today is the last of the “retirement” scenarios I plan on covering and it is: proceeds (cash, non-cash), sale expenses and their impact on the resulting retirement journal entry. The previous posts so far are: Additions with & without YTD/LTD amortizationDepreciation/Amortization
Fixed Assets GL Posting Flow Part 5
Today’s #TipTuesday is a continuation of what happens during Retirement transactions in Dynamics GP. Today: different retirement types and the impact on which Gain/Loss account is chosen. The previous posts so far are: Additions with & without YTD/LTD amortizationDepreciation/AmortizationRetirements in the 1st year of ownershipRetirements after the 1st year of ownership Setting… Continue Reading Jen Kuntz’s...
Fixed Assets GL Posting Flow Part 4
Today’s #TipTuesday is a continuation of what happens during Retirement transactions in Dynamics GP. Today: retirements after the first year of ownership (in a year subsequent to the acquisition year). The previous posts so far are: Additions with & without YTD/LTD amortizationDepreciation/AmortizationRetirements in the 1st year of ownership Setting the stage In this post, once… Continue Reading Jen Kuntz’s...
Canadian Payroll 2019 T4 issue
The 2019 Canadian Payroll tax updates for Dynamics GP seem like the gift that keeps on giving! Hopefully anyone reading this has already installed the “Round 2” tax update issued in mid-January. If you have not yet installed that and are running Canadian Payroll in GP 2015, 2016 or 2018/18.2, read on! Brief recap The “round 2” update fixed a few issues, that the Dec 2019 update… Continue Reading Jen...
Fixed Assets GL Posting Flow Part 3
Today’s #TipTuesday is a continuation of my Fixed Assets series around G/L posting flow. This post will be the start of what happens during Retirement transactions in Dynamics GP. There are a lot of options around retirements, although in the end most selections don’t impact the results much as you will see. I will be breaking this into different posts to keep the length manageable. Today:… Continue Reading Jen...
Fixed Assets GL Posting Flow Part 2
Back in September, I started a series and honestly figured I would not have taken this long to get to “part 2”! What I’m going to do is make this part of my #TipTuesday series and try to get through it a little bit faster! Today’s post is what happens during the Depreciation routine in Fixed Assets, from a GL posting flow perspective. The previous post in this series was GL posting flow… Continue Reading...
Back-dating Fixed Asset Retirements
Today’s #TipTuesday is about a message you may receive if you back-date a Fixed Asset retirement in Dynamics GP. I completed a project recently where the client was catching up on some IFRS asset derecognition that, in some cases, had occurred in prior years by the time we got around to doing the retirement in Dynamics GP. While this isn’t an everyday occurrence, if you have to do this… Continue Reading Jen...
Checklinks “the keys record has been removed”
Today’s #TipTuesday is about Checklinks, and specifically about a message you may get if you run file maintenance against Sales > Receivables Open Transaction Files. Some general parts of this blog may apply to other errors in checklinks but I’ll focus on this one message for now to keep it simple. File Maintenance Error Message The exact error message looks like this and the text… Continue Reading Jen...
Cdn Payroll Basic Personal Amount calculator
If you are reading this and a user of Microsoft Dynamics GP and Canadian Payroll, you’ll likely have already read my previous post where I’ve indicated that the Canadian Payroll module will not automatically calculate the Basic Personal Amount (Federal) for you. If you are reading this and are not a user of Dynamics GP: don’t worry. The information in this post is generic and should be able… Continue Reading...
Canadian Payroll 2019 YE Update Round 2
Yesterday, Microsoft released a “Round 2” update for Canadian Payroll for Dynamics GP. What is a round 2 update? It’s a change that wasn’t in the first update in December! Typically we don’t see this in Canadian Payroll but the CRA made a relatively last minute change to the federal basic personal exemption that necessitated an update. There are a few minor fixes to be corrected in this round…...
Excel Background Refresh & Pivot Tables
Welcome to my first 2020 #TipTuesday post. Today’s topic is Excel and how a background refresh setting can impact refreshing pivot tables. The background to this post is related to a report I was creating for a client to validate timesheets prior to approval. The report has a couple of queries in them (from SQL) and a pivot table to summarize the data. In order to make the refreshing… Continue Reading Jen Kuntz’s...
New Year’s Resolutions 2020
It’s time to look back on the year 2019 and the last 10 years. I won’t say “the last decade” lest the mansplainers get their shorts in a knot about it technically not being the end of the decade. 10 years ago, I was 4 months into my own consulting business. In 2019, I started the year in an employment role but went back to full time independent consulting in June. Long story short: I think… Continue...
Top 10 Blog Posts from 2019
This is a look back at what posts had the most views during 2019. I believe it’s the 3rd year I’ve done this and it is always interesting what old posts continue to be relevant (or at least “hit” via search). The first year I did this, only 4 posts from that year made the top 10, and last year 7 of my 2018 posts hit the top 10. This year 6 posts from 2019 made the top 10… and once again, a… Continue...
Canadian Payroll 2019 Year End Update
This post is extremely late, but I wanted to get it out there anyway for those that have just concluded their last 2019 payrolls for the year. The Canadian Payroll 2019 year end tax updates for Dynamics GP were released on December 18th. Here are some links to get you what you need for this year end. Two reminders for you, depending on what version you are operating: If you are… Continue Reading Jen Kuntz’s Article on...
Year End Tax Updates – plan ahead!
In lieu of a #TipTuesday post, today’s post is a heads up for planning for this year end’s tax updates. With the changes to the product names earlier this year – i.e. dropping the “year” number from the name – there are some ripple effects that some customers are only starting to realize will happen this year end. Ideally your VAR/partner has been already communicating some of this to you but…...
SmartList Export Options
Today’s #TipTuesday post is the last in my mini-series of SmartList tips for Dynamics GP. I’m going to walk through a very simplistic example of an export from an Account Transactions smartlist, to Excel, where a macro will do some basic formatting and create a formula for Net Amount. The method I show below is just one way to do this, and it’s a mini end-to-end example that you can follow… Continue Reading Jen...
How to copy budgets
Today’s #TipTuesday comes to you courtesy of a question on the GPUG open forum about how to copy a budget in Dynamics GP. Method #1 – Export/Import The method described in one of the thread answers is exporting the budget you want to copy and then importing it back in with a new Budget ID. Does it work? Absolutely, it does, and if this method works for you, keep using… Continue Reading Jen Kuntz’s Article on...
Excel tip – is X in the list?
Today’s #TipTuesday is a detour from my recent SmartList tips for Dynamics GP, and I’m going back to Excel for this one. I have been working on a project recently where some data validation is needed to ensure that user-entered data on some forms is valid. I want to have some visual validation for Accounting when reviewing these forms prior to uploading the data into Dynamics GP to… Continue Reading Jen Kuntz’s...
SmartList Tips – search
Today’s #TipTuesday article is yet another SmartList tip. The past few weeks, I have been focused on small aspects of SmartList since I love this tool so much! Today I’ll be talking about searching & filtering in SmartLists. Search basics There are some basics to search and some advanced stuff about search. To start with, here are some of the basics: Search can be on up to 4… Continue Reading Jen Kuntz’s...
SmartList Tips – favorites
Today’s #TipTuesday topic is still related to SmartLists, the subject I’ve been writing a few of these about the past few Tuesdays! My topic is SmartList Favorites, which will be a bit shorter than the others as there is only so much one can write about it! PS, unrelated side note: being Canadian, it’s killing me inside that I have to keep typing “favorites” instead of “favourites” but...
SmartList Tips – working with columns
Today’s #TipTuesday post is the third in my series of tips on using SmartLists in Dynamics GP. The first two posts were around the “basics” as I call them and then printing and exporting. Today’s topic is working with columns. Changing the Column Order & Names In my first tip post, I showed that it’s easy to resize columns. It’s not “as” easy to re-arrange columns. While some…...
SmartList Tips – printing & exporting
Today’s #TipTuesday is a continuation from last week, where I covered some of the basics around SmartLists: terminology, security, sorting & resizing columns, using the GoTo, and statuses. In this post I plan to cover a few more things that I didn’t fit: more of the commands on the toolbar (Refresh, Stop, Print, Excel & Word) plus a bit more detail around exporting to Excel. Refresh… Continue Reading Jen...
SmartList Export Oddities
I am in the early stages of a set of tips around the use of SmartList in Dynamics GP. Today I was writing one for this coming Tuesday and in doing the prep work to get screenshots etc. ready, I was doing some exports. One thing led to another, and I realized I should include a screenshot of what the toolbar looks like when you use Export Solutions, one of the future topics I plan on covering…. Continue Reading Jen Kuntz’s...
GP “Next” aka what’s in a name?
If you haven’t heard the expression “GP Next”, it’s a long-time moniker for the next “yet-to-be-named” release of Microsoft Dynamics GP. It’s a commonly used term to talk about the next version while product versioning and/or naming and/or branding details are still being sorted out, instead of referring to it by a semi-real name that changes at the last minute. It’s not like the product...
SmartList Tips – the basics
Today’s #TipTuesday is another one for the newer Dynamics GP users in the community. Recently a user asked me how they could prepare a SmartList for some receivables data they wanted. It turns out they had really not utilized SmartLists at all in their day to day work yet, despite using Dynamics GP for a few years. It occurred to me how little time we spend training users on being more… Continue Reading Jen Kuntz’s...
Fixed Assets GL Posting Flow Part 1
I’m starting a new series of posts which are going to be focused on the Fixed Assets module in Dynamics GP. I’ll state upfront I don’t know how long the series will last, nor how frequently I’ll be writing. I am pulling out notes from 3 or 4 years ago when I first noodled this topic, reviewing what I documented at that time and setting up scenarios in my Dynamics GP environment to test and get… Continue...
Show Required Fields
Today’s #TipTuesday is simple but for new users, it could be a very helpful one. This post is all about options to make “required” fields in Dynamics GP more visible to users, a feature that is easily overlooked in training. User Preferences In a post last summer, I covered some of the User Preferences window, but I didn’t go as far as covering what is under the Display button. This… Continue Reading Jen...
GP Tech 2019 – Day 3
I’m catching up and am now writing about “today”, day 3 at GP Tech 2019. If you missed my earlier posts from the other days, they are here: Pre-Day Day 1Day 2 The third day of the conference is always a short one – a half day of content and for some, various meetings or simply a chance to start the journey home early. By the time this day rolls around, even though it’s short, most… Continue Reading...
GP Tech 2019 – Day 2
This is a continuation of the mini-series of posts about the GP Tech Conference in Fargo, ND. If you missed the first two posts, you can find them here: Pre-Day, including golf with Shawn, Taylor & BelindaDay 1 Meeting with Microsoft Day 2 started a lot more slowly for me. I decided to skip a couple of the first morning sessions to join a meeting with a few others to give some… Continue Reading Jen Kuntz’s Article on...
Hyphens in Dynamics GP Fixed Assets
Today’s #TipTuesday is about the Dynamics GP Fixed Assets module. I am going to discuss the restriction around the use of hyphens (dashes) in Fixed Asset IDs. Prior to GP 2013, there was no issue with hyphens and many customers who utilized Fixed Assets had created Asset IDs with them as separators. Of the numerous clients I have been to over the years, every single one of them used hyphens as… Continue Reading Jen...
GP Tech 2019 – Day 1
Day 1 of this year’s GP Tech conference was Monday, September 9th. As in previous years, this is a 2.5 day event, with very full days on the Monday and Tuesday followed by a “morning-only” set of content on the Wednesday. As I write this, it’s Wednesday and I’m catching up on my blogs to get them written and posted before I fly out this afternoon for home. If you missed my “Pre-Day”...
GP Tech 2019 – Pre-Day
Today’s post is about the trip and pre-day for GP Tech 2019. It’s my annual trek to Fargo, ND, to the home of Dynamics GP! I always look forward to this trip. Saturday – the trip in With limited flight choices on the Sunday, I flew in a day early, on Saturday, and early enough that I had hoped to have a chance to golf one or both days. The Saturday ended up being a thorough rain-out,… Continue Reading Jen...
Where’d my navigation pane go?
Today’s #TipTuesday is a quick one! Last week, a client brought me over to her desk to ask me how to get her Navigation Pane back. It had gone missing for some reason, despite the option “checkmark” still showing as having the pane enabled. The issue Here is what her home screen looked like – not a single grab bar or indicator to make the navigation pane visible. It simply had… Continue Reading Jen...
Celebrating 10 years!
On Sept 1st., it was the 10th anniversary of my business – Kuntz Consulting Inc. It’s not 10 consecutive years of active business (since I took a brief detour to try full-time employment) but I’m celebrating it anyway! A brief history I had been working in various consulting firms since 2001, as a Dynamics GP consultant. I left the firm I was working for because I was tired of all… Continue Reading Jen...
GPUG All*Star 2019 Voting
This is not my typical #TipTuesday blog. I’ve missed the last 2 Tuesdays, and I promise to get back to a regular schedule by end of this summer! In its place is my take on what I look for when considering who to vote for in the GPUG AllStar awards voting process plus a little bit about the difference between a Microsoft MVP and GPUG AllStar. So, let’s get to it! It’s that time… Continue Reading Jen Kuntz’s Article on their...
Excel Navigation tips
Today’s #TipTuesday is yet another Excel tip. This one is about navigation, and some tips around things I use every day when I’m working in Excel. Some of these are particularly useful if you are using Excel to get a set of data ready for an integration, which often is the world I’m living in. Sometimes I’ve integrating right from Excel and sometimes I’m working with something where… Continue Reading Jen Kuntz’s Article on...
Excel’s hidden gem: IFERROR
Today’s #TipTuesday is yet another Excel tip. Can you tell I’ve been working with spreadsheets a lot lately? My blogs tend to follow my work and these last 3 weeks have been no exception. As I run into things or use something I haven’t touched in a while, I tend to blog about it! This tip is about what I believe to be a hidden gem in Excel and that is the IFERROR formula. Over the years, I… Continue Reading Jen...
Excel VLOOKUP – numbers as text & vice versa
Have you ever tried a VLOOKUP formula in Excel where you’re looking up something that is numeric but stored as text, or vice versa? So annoying, when you seem to have one set of data one way and the lookup in another, right? Today’s #TipTuesday is all about helping you with a couple of formula tweaks to make this a bit easier. Example 1 – Text to Number The first example is a simple… Continue Reading Jen...
Excel tip – “corner” copy
Today’s #TipTuesday post is a little Excel tip. It’s one of those things that I assume most people know it, and then I work wth someone and watch them use Excel and end up teaching it to someone. I call it corner copy but I’m sure there’s some official name! There are 2 parts to this tip really: one is the copy via double clicking on the lower right corner and the bigger tip is the little… Continue...