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...
MVP Renewal for 2019/2020
I’m thrilled to announce that I’ve been renewed as a Microsoft MVP in Business Applications (Dynamics GP focussed) for the next year, through to July 1, 2020. Renewal is never guaranteed and I don’t take it for granted that I will be renewed. In fact, writing this post last year, I wasn’t sure I would make the cut this year at all. What is a Microsoft MVP? During renewal this… Continue Reading Jen...
Dynamics GP & Office 365
Today’s #TipTuesday is a post about Office 365 and Dynamics GP and is specific to email functionality such as emailing Purchase Orders, EFT Remittances and Sales Documents. Rest assured that most other functionality other than email seems straight-forward and works no matter what (like exporting from Smartlist). (At least that’s my experience although there may be exceptions I am unware… Continue Reading Jen...
Outlook credentials issue – JenKuntz.ca
A little while ago, I was trying to add one of my Office 365 email accounts back to Outlook and it wasn’t working. I forgot that I needed an app password because I have MFA (Multi-factor authentication) enabled on my domain/tenant. I initially put in my “regular” password and was expecting it to kick back and let me try again; however, it didn’t do that. Adding an account… Continue Reading Jen Kuntz’s Article on their...
No Canadian Payroll 2019 Mid-Year Tax Update! – JenKuntz.ca
There’s no #TipTuesday today since I had website issues over the weekend and was unable to access it to prepare something. So, this will be a form of a tip in lieu of another topic! There will be no mid-year tax update for Canadian Payroll for Dynamics GP this year, zippo, nada, zilch! Imagine that, not a single jurisdiction has a tax change this mid-year. That’s got to be a… Continue Reading Jen Kuntz’s Article on their...
Back to consulting! – JenKuntz.ca
There’s an expression “you can take the girl out of consulting but you can’t take the consulting out of the girl”. OK, so that’s not really how that goes, but it fits the situation! As of June 1st (2019), I’m resuming my consulting business – Kuntz Consulting Inc. – and am back to being a Microsoft partner and independent consultant. This is so new that I haven’t even… Continue Reading Jen Kuntz’s Article on their...
Are you using what you’ve purchased? – JenKuntz.ca
Today’s #TipTuesday isn’t a technical tip, it’s more of a business tip. I’ve written this to be specific to Dynamics GP, although what I describe may apply to other applications and software licensing. I have not worked with licensing on any other ERP packages to know if this might be a general rule of thumb or not. If you’ve been using Dynamics GP for any length of time, it… Continue Reading Jen Kuntz’s Article on their...
Excel Paste Special – Operations – JenKuntz.ca
Today’s #TipTuesday is an Excel tip. Did you know there are some funky Paste Special options beyond the basics like Paste Values, Paste Formats etc.? I find if you were to ask most Excel users what Paste Special is, the majority will answer “pasting values instead of formulas”. While that’s definitely true, there are also Paste Operations. There are random circumstances where… Continue Reading Jen Kuntz’s Article on their...
How to set a longer password on Office 365 – JenKuntz.ca
This is a belated #TipTuesday, posted a day later than usual! Recently, support for longer passwords in Office 365 was announced but oddly enough, in some places the password change dialog boxes still limit you to 16 characters. Here’s how I worked around this. Standard “password reset” feature – 16 char limit Here’s a screenshot of a password reset window in my Office 365… Continue Reading Jen Kuntz’s Article on their...
SQL Alerts with HTML email body – JenKuntz.ca
Today’s #TipTuesday is a bit different from my normal type of post. In the course of monitoring some integrations, I had wanted to change the emails I get when there were issues. What I inherited was email alerts with attachments, without any data that I could use as an Outlook filter to tell me if something was ok or not. I had to open the attachment to see if there were errors. I… Continue Reading Jen Kuntz’s Article on...
In search of the perfect credit card – JenKuntz.ca
A few months ago, I started re-evaluating the credit cards I was using, and checking into the benefits they offer. I was planning a big trip and have never really paid attention too much to the benefits other than the basic rewards they offer (cash back or travel points in various programs etc.). I knew friends who had used some of the warranty extension kinds of benefits, but that’s… Continue Reading Jen Kuntz’s Article...
SmartList stuck on My Reports pane – JenKuntz.ca
Today’s #TipTuesday post is about troubleshooting an issue with the My Reports home page area/pane and how to remove SmartList favourites from there. The specific scenario here related to favourites that were “stuck” in MyReports after an upgrade to GP 2013 a few years ago. I was reminded of this when I saw this post on the Microsoft Dynamics community forum and someone asked me if I… Continue Reading Jen Kuntz’s Article...
Originating fields in SmartList – JenKuntz.ca
Today’s #TipTuesday is a bit about the “Originating” fields in SmartList, what they are and what you may find in them. These fields are found under the Account Transactions SmartList (under Financial) and in certain circumstances, you will be able to extract *some* subledger information from your G/L to supplement your account analysis. What are they? Here are some of the… Continue Reading Jen Kuntz’s Article on their...
eConnect Distributions: Double Trouble? – JenKuntz.ca
Today’s #TipTuesday post is yet another integration-related post. In my case, it’s about Payables Transaction Entry and distributions doubling up. This tip will (or should) also hold true for other eConnect nodes that have optional GL distributions as most behave in the same default manner I describe below. I was building a Payables Transaction integration for the first time in a… Continue Reading Jen Kuntz’s Article on...
SmartConnect, Variables & Quotes – JenKuntz.ca
Today’s #TipTuesday title is a little obscure but it’s 2 tips in 1! I’ve been building some integrations lately, as I alluded to in my last post. Today’s tip, and next week’s tip, are all coming out of some things I ran into today that gave me some great topics to share! Woohoo! This tip is about eOne Solutions’ SmartConnect again, and while I am integrating into Dynamics… Continue Reading Jen Kuntz’s Article on their...
Object reference not set to an instance of an object – JenKuntz.ca
Today’s #TipTuesday is about one of the many things this error message could relate to, and it’s in the context of Dynamics GP and SmartConnect/eConnect integrations (not development, where it can also occur regularly for many other reasons). This error came up when I was attempting to preview my data in the Data Source section of the SmartConnect map and I couldn’t move past it… Continue Reading Jen Kuntz’s Article on...
Fixed Asset Labelling – JenKuntz.ca
Today’s #TipTuesday comes about from a question on the GPUG forum about Asset tags and an issue a user was having with asset numbering not tying back to the asset tags (getting out of sequence I believe was the issue). This isn’t about that specific piece but a more general tip around Asset ID numbering vs. Asset tagging and use of the Asset Label field. There is no right or wrong… Continue Reading Jen Kuntz’s Article on...
Mass-uploading MVP contributions – JenKuntz.ca
You can file this under “better late than never”! Our annual deadline is coming up very quickly, as March 31st is the last day you can enter contributions if you are up for renewal in July 2019. For most of us, that is a 1 year period of April 1st to March 31st but with the monthly MVP awards, there are some who have a longer than 1 year first period before renewal. I know I had a… Continue Reading Jen Kuntz’s Article on...
SmartConnect Define Company – JenKuntz.ca
Today’s #TipTuesday is actually a tip for those Dynamics GP customers using eOne Solutions’ SmartConnect. Do you have a situation where you want your users to select which company to integrate into themselves, instead of defining a single company on a map? Well, you can… and what I’ll show you also opens up the possibility of integrating to multiple companies in one map, if you… Continue Reading Jen Kuntz’s Article on...
Mass Update CPY Basic Personal Exemption – JenKuntz.ca
Last week, I was asked if I knew of a quick way to update the Basic Personal Exemption amount in Dynamics GP Canadian Payroll. It’s not the first time I’ve been asked as it’s relatively common for an “oops” on the CPY Year End Close routine to either forget to update the personal exemption amounts or that somehow the wrong amounts are in there. So, today’s #TipTuesday is a… Continue Reading Jen Kuntz’s Article on their...
What’s included in those SQL rpt roles? – JenKuntz.ca
Today’s #TipTuesday is a security tip to help you identify what exact permissions the SQL fixed database roles have, that start with rpt*. If you’re granting access to some of your windows users or groups, you want to know what they can get into, right? The purpose behind the rpt* roles is generally for SSRS (SQL Reporting Services) reports that ship with Dynamics GP since users… Continue Reading Jen Kuntz’s Article on...