How to Perform a Bank Reconciliation in Business Central
Let's learn how to perform a bank reconciliation in Dynamics Business Central. Bank reconciliation is a critical aspect of business accounting, helping you to ensure that your bank statement matc…(read more) Continue Reading Jo deRuiter’s Article on their blog Microsoft Dynamics Community Let’s learn how to perform a bank reconciliation in Dynamics Business Central. Bank reconciliation is a critical aspect of...
Business Central Works in Teams!
community.dynamics.com/…/BUSINESS-CENTRAL-AND-TEAMS.mp4(read more) Continue Reading Jo deRuiter’s Article on their blog Microsoft Dynamics Community Engage with experts and peers in the Dynamics 365 community forums Blog Syndicated with Jo deRuiter’s...
Business Central Configuration Packages are Not Just for Implementations! Use Them to Correct Table Issues
Business Central Configuration Packages are Not Just for Implementations! Use Them to Correct Table Issues! Configuration Packages are a useful tool that all implementers of Business Central have use…(read more) Continue Reading Jo deRuiter’s Article on their blog Microsoft Dynamics Community Business Central Configuration Packages are Not Just for Implementations! Use Them to Correct Table Issues! Configuration Packages...
Microsoft Dynamics GP (18.2) Issue with PSTL After Year End Update 2019
Two of my clients have now had this issue. Both of these clients have been upgraded over the years and started on GP before GP2013. After the 2019 YE Update, Professional Services Tools Library …(read more) Continue Reading Jo deRuiter’s Article on their blog Microsoft Dynamics GP (18.2) Issue with PSTL After Year End Update 2019 Two of my clients have now had this issue. Both of these clients have been upgraded over...
Jo's Did You Know: Item Card Currency Setup is Greyed Out Issue is Easy to Resolve
Recently I received a request for assistance in which a user could not understand why the Item Currency on a New GP Item Number was greyed out and they could not enter an item that had multiple decima…(read more) Continue Reading Jo deRuiter’s Article on their blog GPItem Card Currency Setup is Greyed Out Recently I received a request for assistance in which a user could not understand why the Item Currency on a New GP...
Jo's Did You Know "You can set your AR Aging Routine to Run Automatically in All GP Databases"
Jo's Did You Know "You can set your AR Aging Routine to Run Automatically in All GP Every now and then I have a request from a client that they want to set up some automatic functionality in…(read more) Continue Reading Jo deRuiter’s Article on their blog Jo’s Did You Know “You can set your AR Aging Routine to Run Automatically in All GP Databases” Jo’s Did You Know “You can set your...
Jo’s Did You Know “You can set your AR Aging Routine to Run Automatically in All GP Databases”
Jo's Did You Know "You can set your AR Aging Routine to Run Automatically in All GP Every now and then I have a request from a client that they want to set up some automatic functionality in…(read more) Continue Reading Jo deRuiter’s Article on their blog
GP2018R2 Hybrid, Confusing or Awesome? What in the name of Zeus' beard do you mean by "Hybrid"?
I have heard from a number of clients and users that they are confused over the term "Hybrid". And, why it the world would I be saying GP2018R2 Hybrid? The term Hybrid, can, of course, be…(read more) Continue Reading Jo deRuiter’s Article on their blog GP2018R2 Hybrid, Confusing or Awesome? What in the name of Zeus’ beard do you mean by “Hybrid”? I have heard from a number of clients and users...
GP2018R2 Hybrid, Confusing or Awesome? What in the name of Zeus’ beard do you mean by “Hybrid”?
I have heard from a number of clients and users that they are confused over the term “Hybrid”. And, why it the world would I be saying GP2018R2 Hybrid? The term Hybrid, can, of course, be scary – like the Chimera virus from the Mission Impossible 2 movie… or a merging of scary and fictional beasts like the Lycan and Vampire from the Underworld movie! Or, it can be beautiful like the… Continue Reading Jo...
Jo’s Did You Know: “GP Tech Conference Was Chock Full of New Tech for GP”
General Comments In general, the Tech Conference turned out to be a very valuable experience. We learned the enhancements coming out in the October 1, 2018 release of GP 2018R2 which I’ll discuss later on. We also learned about some awesome new technology that I think is an amazing game-changer in the Dynamics GP space, but that we’ve got a bit to learn about their full capabilities and… Continue Reading Jo deRuiter’s...
Jo's Did You Know: "GP Tech Conference Was Chock Full of New Tech for GP"
The GP Tech Conference Fargo, 2018 General Comments In general, the Tech Conference turned out to be a very valuable experience. We learned the enhancements coming out in the October 1, 2018 release…(read more) Continue Reading Jo deRuiter’s Article on their blog Jo’s Did You Know: “GP Tech Conference Was Chock Full of New Tech for GP” In general, the Tech Conference turned out to be a very valuable...
Jo's Did You Know "GP Can Pay By An Amortization Schedule" Known as the Scheduled Payments In Dynamics GP!!!
Creating and Using Scheduled Payments in Dynamics GP The Scheduled Payments process in Dynamics GP is geared towards setting up payments for an amortized schedule such as a car payment, etc. In essence…(read more) Continue Reading Jo deRuiter’s Article on their blog Jo’s Did You Know “GP Can Pay By An Amortization Schedule” Known as the Scheduled Payments In Dynamics GP!!! Creating and Using Scheduled...
Jo’s Did You Know “GP Can Pay By An Amortization Schedule” Known as the Scheduled Payments In Dynamics GP!!!
Creating and Using Scheduled Payments in Dynamics GP The Scheduled Payments process in Dynamics GP is geared towards setting up payments for an amortized schedule such as a car payment, etc. In essence, this creates a “payment” on an existing invoice and then “re-enters” the invoice as several invoices while calculating principal and interest for you and posting those accordingly…. Continue Reading Jo deRuiter’s Article...
Dynamics GP 2018 Workflows and Organizational Accounts from Azure AD
With the recently released July 2018 Hotfix (AKA Mid-year Canadian Update-English) KB4099101 you can now, optionally, use Organization Accounts from your Azure Active Directory for the following GP 2018 Workflows roles: Originator Approver Manager Because this new functionality allows more clients to use Workflow and because the Azure portal has changed lately Microsoft recently published a… Continue Reading Jo deRuiter’s...
Jo’s Did You Know “You Can Set Up and Use EFT in Dynamics GP” You Can Send Funds AND Receive Them! A Game-Changer! Part Two!
In my first post on the subject, we learned how to setup EFT’s in Dynamics GP! You can find that HERE! In this post we will examine how to USE the EFT in Dynamics GP! Let’s assume that you have completed the setup for Vendors and Customers as we reviewed in the prior post. Using in Payables! Entering Transactions for EFT Vendors! As discussed in the prior post, the EFT setup is assigned at… Continue Reading Jo deRuiter’s...
Jo’s Did You Know “You Can Set Up and Use EFT in Dynamics GP” You Can Send Funds AND Receive Them! A Game-Changer! Part 1
In this post we’ll cover how to Set Up EFT’s for Payables and Receivables, in the next post, found HERE we’ll take a look at how to use them and the best practices around that! You can set up and use Electronic Payments in Dynamics GP by setting up and using the EFT functionality that’s already part of your GP install! EFT stands for Electronic Funds Transfer and it is meant to… Continue Reading Jo deRuiter’s Article on...
Jo's Did You Know "Setting Up Emailing in GP" Email on the Fly!
Of course, you knew from prior posts HERE on Setting Up Emailing in GP that you could set GP up for emailing Vendors and Customers and that that email information is stored at the Address Level for Vendors…(read more) Continue Reading Jo deRuiter’s Article on their blog Jo’s Did You Know “Setting Up Emailing in GP” Email on the Fly! Of course, you knew from prior posts HERE on Setting Up Emailing in GP...
Jo’s Did You Know “Setting Up Emailing in GP” Email on the Fly!
Of course, you knew from prior posts HERE on Setting Up Emailing in GP that you could set GP up for emailing Vendors and Customers and that that email information is stored at the Address Level for Vendors and Customers, but did you also know that you can change the email address ON THE FLY at the transaction Level for Receivables and Sales Order transactions and Purchase Orders, which will… Continue Reading Jo deRuiter’s...
Jo’s Did You Know “The Microsoft Dynamics GP July Hotfix, 2018 Mid Year Tax Update has Released” Versions 2015, 2016, 2018 have changes! – Edited for release next week
******Ontario decided to reverse the original planned tax changes that were released in the below releases – therefore if you are running Canadian Payroll DO NOT INSTALL this update if you run payroll in or for the Ontario area.**** Microsoft’s plan for the above is to re-release the GP 2015 and GP 2016 update with a new KB and Canadian Payroll Version with the newest Ontario changes by… Continue Reading Jo...
Jo's Did You Know "The Microsoft Dynamics GP July Hotfix, 2018 Mid Year Tax Update has Released" Versions 2015, 2016, 2018 have changes! – Edited for release next week
The Microsoft Dynamics GP July Hotfix for Mid Year 2018 with Tax Updates and bug fixes has released! Per Terry Heley's Post Here the mid-year 2018 hotfix and tax update has released for Dynamics…(read more) Continue Reading Jo deRuiter’s Article on their blog Jo’s Did You Know “The Microsoft Dynamics GP July Hotfix, 2018 Mid Year Tax Update has Released” Versions 2015, 2016, 2018 have changes!...
Jo's Did You Know "There Are Multiple Tables in GP Containing Email Setup and Use Information" Let's Take A Look Post 3 in Series
There Are Multiple Tables in GP Containing Email Setup and Use Information Let’s Review Them: Emailing from within Dynamics GP is a game changer and can add a level of automation that is truly…(read more) Continue Reading Jo deRuiter’s Article on their blog Jo’s Did You Know “There Are Multiple Tables in GP Containing Email Setup and Use Information” Let’s Take A Look Post 3 in Series There...
Jo’s Did You Know “You can email from Dynamics GP” Post 2 Using email in Dynamics GP
Now that we have learned how to setup emailing in Dynamics GP (Click Here for Post 1), let’s look at how to use the email functionality in Dynamics GP! The first question on the typical user’s mind when questioning how to begin using email in Dynamics GP is how to update all of your vendors or customer with their email addresses. As we look over how to setup your vendor email addresses… Continue Reading Jo deRuiter’s...
Jo's Did You Know "You can email from Dynamics GP" Post 2 Using email in Dynamics GP
Now that we have learned how to setup emailing in Dynamics GP (Click Here for Post 1), let’s look at how to use the email functionality in Dynamics GP! The first question on the typical user’s…(read more) Continue Reading Jo deRuiter’s Article on their blog Jo’s Did You Know “You can email from Dynamics GP” Post 2 Using email in Dynamics GP Now that we have learned how to setup emailing in...
Jo's Did You Know "You can email from Dynamics GP" Post 1 Setting up email in Dynamics GP
Setting up email in Dynamics GP is fairly simple. Setting up the email and functions and dynamics GP can be a true game changer. Now that GP is highly integrated with other Microsoft Office programs…(read more) Continue Reading Jo deRuiter’s Article on their blog Jo’s Did You Know “You can email from Dynamics GP” Post 1 Setting up email in Dynamics GP Setting up the email functions in dynamics GP can be a...
Jo's "Did You Know" – You can make payments on the fly in Dynamics GP
Do you guys ever have to make payments on the fly in Dynamics GP? For instance, you have a vendor come into the office and “Need a check right away?”. Maybe you feel you don’t have…(read more) Continue Reading Jo deRuiter’s Article on their blog https://community.dynamics.com/gp/b/gplife/posts/jo-39-s-quot-did-you-know-quot-you-can-make-payments-on-the-fly-in-dynamics-gp Blog Syndicated with Jo...
Jo's "Did You Know" GP Select Checks is Now Build Payment Batch…and You Can Save Options!
Now that many of us are up and running on GP 2018 and it’s myriad and awesome new features, I would like to talk more about one of my absolute favorite new features in GP 2018. Dynamics GP’s…(read more) Continue Reading Jo deRuiter’s Article on their blog Jo’s “Did You Know” GP Select Checks is Now Build Payment Batch…and You Can Save Options! Now that many of us are up and running on GP...
Jo’s “Did You Know” GP Select Checks is Now Build Payment Batch…and You Can Save Options!
Jo’s “Did You Know” GP Select Checks is Now Build Payment Batch…and You Can Save Options! Now that many of us are up and running on GP 2018 and it’s myriad and awesome new features, I would like to talk more about one of my absolute favorite new features in GP 2018. Dynamics...
Jo's "Did You Know" – GP Sales Process Holds are Awesome!
You wanna see something awesome? Let's look at "automatic hold" functionality AKA GP Sales Process Holds in the GP Sales Module! *Caveat-I’m using GP2018 for this, so there are some…(read more) Continue Reading Jo deRuiter’s Article on their blog Jo’s “Did You Know” – GP Sales Process Holds are Awesome! You wanna see something awesome? Let’s look at “automatic...