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...
Cdn Payroll T4 XML & Multiple Employers – JenKuntz.ca
Today’s #TipTuesday is too late for 2018 filings but hopefully those this applies to will file it away for next year. The post is as a result of a question from a consultant who works for one of the Dynamics GP VARs in the Toronto area, whose client asked how to get 1 XML T4 file for multiple employers. TL;DR version: it does that out of the box although the UI doesn’t make it seem… Continue Reading Jen Kuntz’s Article on...
Fun with XML, the end – JenKuntz.ca
(At least I hope it’s the end, LOL!). Here are the various parts to my mini-series so far, which is the story behind all of this (part 1), the technical deep dive into the SQL query (part 2), a bit about namespaces in the FOR XML (part 3) and finally a bit about validating an XML file against an XSD schema (part 4). So, what is this post about? This is taking a step back to describe… Continue Reading Jen Kuntz’s Article on...
Fun with XML, part 4 – JenKuntz.ca
The last of the “technical” parts of this mini-series is about how to validate an XML file with a parser, against an XSD schema. This would complete the list of things I learned in this journey to create a T5 XML file, that I didn’t know before I started. If you’re interested in the previous parts, part 1 is the story behind all of this, part 2 is a deep dive into the SQL code… Continue Reading Jen Kuntz’s Article on their...
Fun with XML, part 3 – JenKuntz.ca
The fun continues! Today’s post is about the namespaces. I was unable to figure this out for the longest time and ended up giving up, manually pasting in the values I needed for submission. It was only in prepping this post that I came up with a way to get the namespace attributes in the right spot. If you are interested in the entire journey, check out part 1 (the story behind this)… Continue Reading Jen Kuntz’s Article...
Fun with XML, part 2 – JenKuntz.ca
Today’s post is a continuation of the mini-series I started on Feb 28th. You can read the first part here if you’d like, which contains the story behind this. In this post I’ll be getting into the technical details on what I learned. This is about the guts of the XML itself, in SQL, where I ended up writing this procedure. First, before I get into the details, I wanted to… Continue Reading Jen Kuntz’s Article on their...
Fun with XML, part 1 – JenKuntz.ca
This is going to be a short series of posts (short series, not short posts!) about my journey with creating an XML file for T5 filing with the Canada Revenue Agency (CRA for short). So many things happened in the last couple of weeks on this, that there were plenty of lessons learned to share and stories to tell! The story overall was one of a lot of frustration at times but in the end, a… Continue Reading Jen Kuntz’s...
Additional menu in GP windows – JenKuntz.ca
Today’s #TipTuesday is a pretty simple one, it’s about the Additional menus in GP windows that appear when you use Extender (from eOne Solutions) or other ISV solutions or customizations that add functionality to existing Dynamics GP windows. I learned something that shouldn’t have been new to me, so I either didn’t know this or had forgotten about how security worked, as it… Continue Reading Jen Kuntz’s Article on their...
When did that G/L Account get added? – JenKuntz.ca
This phrase was uttered in the office recently, by the person who is tracking final changes to the year end Financial Statements. Her statements were out of balance, which turned out to be a new G/L Account. The next phrase was “Oh sorry, I forgot to tell you I added that. There must be some way to to alert you because I won’t always remember to tell you!” Yes, there must be a… Continue Reading Jen Kuntz’s Article on their...
SmartList Options – JenKuntz.ca
Today’s #TipTuesday is a hidden gem, and if you didn’t know what you could do with it, you’re going to love this post! The misconception is some of the things I’m describing might require using SmartList Designer or Builder to create new SmartLists. Many useful tweaks can be made without any of those tools. What is it? First of all, this window is found on the… Continue Reading Jen Kuntz’s Article on their...
Changing Password Managers – JenKuntz.ca
Back in October last year, I posted a couple of articles around my recommendations and use of Two-Factor authentication. (Here’s part 1 and part 2 for those articles, if you’re interested in reading them.) In my part 2 post, I indicated that I was also using a password manager and was using LastPass at the time. I have recently switched to 1Password and after posting a couple of… Continue Reading Jen Kuntz’s Article on...
My write-off doesn’t add up! – JenKuntz.ca
Or does it? Today’s post is the first #TipTuesday of 2019, and a little bit of an obscure one at that. The short version is, if you use the write-off feature while you are applying payments or credit notes in Dynamics GP Receivables Management, the results display rather oddly on the RM Historical Aged Trial Balance. In fact, at first glance, it seems like the report is actually wrong,… Continue Reading Jen Kuntz’s Article...
Keeping up with the MVP firehose – JenKuntz.ca
It’s January, which means we’re coming to the end of another contribution year for those of us Microsoft MVPs that are up for renewal on July 1st. By the end of March, we need to have submitted our contributions, and new this year, answered the four magic questions on the MVP site. This is the first year where I feel like I’m getting things under control in terms of MVP… Continue Reading Jen Kuntz’s Article on their...
New Year’s Resolutions 2019 – JenKuntz.ca
Well, it’s that time of year again, and time to look back at 2018 and plan for the new year. This is the 9th year where I’ve been writing these resolution posts and it’s always fun to look back at what I thought the last year would bring. If I could describe 2018 in one word or phrase, it would be “emotional roller-coaster”. This year had more ups and downs that I’ve had in… Continue Reading Jen Kuntz’s Article on their...
Top 10 Blog Posts from 2018 – JenKuntz.ca
I took a look at last year’s top 10 list and 4 “new” posts made it to the top 10 with the oldest post being from August 2011. This year, 7 posts made the list from 2018, and 3 repeats. It’s always interesting what topics or posts have staying power or something relevant to today’s searches! I guess it’s safe to say that users still continue to have issues restoring GP from… Continue Reading Jen Kuntz’s Article on their...
Canadian Payroll 2018 Year End Update – JenKuntz.ca
Will you look at that? It’s nearly Christmas and year-end and that means it’s time for some tax updates. Today the last of the updates were released for US English and they cover GP 2015, GP 2016 and GP 2018. Hopefully if you are reading this and still running GP 2013, you’ve got a backup plan in place! Documentation Here’s the official documentation, now on… Continue Reading Jen Kuntz’s Article on their...
Clear Companies script & custom tables – JenKuntz.ca
This is a funny story… or funny now that I’ve figured out the problem I had earlier today. This story begins with a DEV/TEST environment for Dynamics GP where I was setting up some scripts to automate the process of restoring from PROD to DEV. I posted a blog article about this earlier this year in fact, but I didn’t get into the Clear Companies script. What is the Clear… Continue Reading Jen Kuntz’s Article on their...
Quick Journals – JenKuntz.ca
The last couple of #TipTuesday posts have been around some older “new” features – copy journal entry and backout/correct journal entry. Today I thought I would write a quick tip post around one of the lesser known options for creating journal entries in Dynamics GP: quick journals. Next week for my last #TipTuesday of the year, I’ll have a post about the other option which is… Continue Reading Jen Kuntz’s Article on their...
Backout or Correct Journal Entry – JenKuntz.ca
Today’s #TipTuesday is the “cousin” of last week’s tip on the Copy Journal Entry feature, the Backout or Correct Journal Entry feature in Dynamics GP. This week’s tip was introduced in GP 8, so it too has been out for quite a while. I love this feature and I find many users are still manually reversing or correcting journal entries without utilizing this. The best part about this… Continue Reading Jen Kuntz’s Article on...
Copy Journal Entry – JenKuntz.ca
Today’s #TipTuesday post is about the Copy Journal Entry feature in Dynamics GP. This has been around forever, or it feels like it at least! Despite that, there are still users I’ve encountered over the years that were unaware this was possible. So… this is for you! What is it? Simply put, this is a feature that allows a user to copy a previously posted journal entry. This can be… Continue Reading Jen Kuntz’s Article on...
AutoComplete Tips – JenKuntz.ca
Today’s #TipTuesday post is all about the AutoComplete feature in Dynamics GP. There’s not a lot to this but at the same time, there are a few tips I can pass along that you may not have known about! What is it? AutoComplete is the feature where a drop down list appears in certain fields in Dynamics GP, allowing a user to more quickly complete data entry using recently used… Continue Reading Jen Kuntz’s Article on their...
Getting a list of write-offs follow up – JenKuntz.ca
Last week, my #TipTuesday was a post about how to get a list of write-offs of receivables transactions. I went through what I called the “easy” way but it had a few caveats. It would work in what I believe to be only the most perfect of scenarios. This is the follow up where I’ll walk through in fairly high level detail a way that should be a lot more reliable as it’s based on the… Continue Reading Jen Kuntz’s Article on...
Getting a list of write-offs – JenKuntz.ca
A few months ago, when I first started this #TipTuesday series, one of my first posts was around writing off small customer balances. A reader posted a comment last week with a great question: how do you get a list of invoices written off (for an audit, for example)? What I am going to describe below is what would work if you record write offs using the Write Off Amount field in GP or use… Continue Reading Jen Kuntz’s...
My Reports in GP – JenKuntz.ca
Today’s #TipTuesday post is about the My Reports functionality in Dynamics GP. There was a user question yesterday on the GPUG forums, where someone was asking how to modify their My Reports list. Great question! Here are some tips on getting reports on and off the My Reports list. What is it? My Reports is a section of Dynamics GP where a user can save reports they run frequently so… Continue Reading Jen Kuntz’s Article...
Connecting a 2nd PC as a second monitor – JenKuntz.ca
Today’s #TipTuesday is yet another non-Dynamics GP post… I’m on a bit of a roll of finding oddball new things that are worth sharing. I’ll get back to more GP content soon, I promise! Background In a previous post, I had written about some health issues my Dad had. I’ve been hanging out with him and his wife at their home a couple of hours out of town from me, helping them get… Continue Reading Jen Kuntz’s Article on their...
Take company offline – JenKuntz.ca
Today’s #TipTuesday is a feature that was introduced in GP 2013 R2: taking a company offline for maintenance or other periodic routines. What is it? This is a feature under the Administration page > System > Utilities area. The purpose of it is simply to prevent users from logging into one or more companies so that you can be working in it exclusively. Why might you do this? The most… Continue Reading Jen Kuntz’s...
GPUG Summit 2018 Recap – JenKuntz.ca
So, I said I wasn’t going to do a recap but here I am. I thought I’d do a very brief wrap-up of my short week. Previous Posts Here are the posts from earlier in the week: Getting Home There were no misadventures getting home, thankfully. It was a long day of travel with a connection via Vancouver. I decided to splurge and pay to upgrade my seat on the Vancouver to Toronto leg and I’m… Continue Reading Jen Kuntz’s Article...
GPUG Summit 2018 Day 2 – JenKuntz.ca
Today was day 2 of the official portion of GPUG Summit 2018 in Phoenix, and my last day here. I’m flying out early Thursday to head back home, missing the 3rd day (so there will be no recap from me about it!). Here is how my day fared today… Breakfast & Bad News Breakfast was horrible today, for more than one reason. The food today was just not great. Yesterday’s wasn’t outstanding… Continue Reading Jen Kuntz’s Article...
GPUG Summit 2018 – Day 1 – JenKuntz.ca
Today was day 1 of GPUG Summit in Phoenix. Not much happened today… LOL… ya right! This year is the first year where there was content for the Power Platform (Microsoft Flow, PowerApps and Power BI). Today I took full advantage of that as it is predominantly new content for me and a chance to learn new things that aren’t necessarily Dynamics GP related. As I do with other events,… Continue Reading Jen Kuntz’s Article on...
How to follow a conference or event – JenKuntz.ca
Today’s #TipTuesday is another non-product tip, but I’ll be knee-deep in sessions at GPUG Summit by the time many of you read this, so in the interest of a “simpler” topic, this is what I’ve come up with! Today is the first “full” day of the 2018 GPUG (& other UGs) Summit. I get the sense that a lot of users tend to miss out on the news or updates because they aren’t on… Continue Reading Jen Kuntz’s Article on their...