azurecurve ClassicPress Plugins: Nearby
Aug08

azurecurve ClassicPress Plugins: Nearby

This is part of the which introduces the plugins I have available for ClassicPress. The plugin I am going to cover in this post, is a brand new one I’ve developed to use on two of my other sies; Nearby. Functionality Nearby creates a table of nearby locations (pages) based on GPS co-ordinates; it integrates with Flags from azurecurve, to display a flag next to the location, and Toggle… Continue Reading Ian Grieve’s...

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Formatting the Matrix Visual Microsoft Power BI
Aug07

Formatting the Matrix Visual Microsoft Power BI

I love using PivotTables in Microsoft Excel.  When I use them, I always change them to Tabular and remove Subtotals to make them easier to read.  The Matrix visual in Microsoft Power BI is like the Excel PivotTable.  In this Tiny Tip video, I will show you how to make it tabular and remove subtotals. by @MsBelindaAllen <div… Continue Reading Belinda Allen’s Article on their blog Formatting the Matrix Visual Microsoft...

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Excel Snippet: Get first day and last day of month using an Excel formula
Aug07

Excel Snippet: Get first day and last day of month using an Excel formula

It doesn’t come up very often as I do a lot of work using SQL Server rather than Microsoft Excel, but every so often I do need to do some date manipulation in Excel. The formula, below, can be used to get the first and last days of a month (typically used for accruals); I had to do some research to find the syntax for Excel only to be surprised that it was similar to that of SQL Server… Continue Reading Ian Grieve’s...

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Features of Financial Elementz from ISC Software: Run Receivables Transaction Import [Video]
Aug06

Features of Financial Elementz from ISC Software: Run Receivables Transaction Import [Video]

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post on running a Receivables transaction import and am accompanying it with this video version of that post. You can watch the GP Elementz – Financial Elementz – Run Receivables Transaction Import video: GP… Continue Reading Ian...

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Features of Financial Elementz from ISC Software: Run Receivables Invoices import
Aug06

Features of Financial Elementz from ISC Software: Run Receivables Invoices import

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. With the Receivables Transaction Import definition created, we can now use it to import some transactions. I have the template populated with two lines, which are for separate invoices. The Doc Type field should be set to one of the following… Continue Reading Ian Grieve’s...

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Adding the Last Refresh Date in Microsoft Power BI (Tiny Tip)
Aug05

Adding the Last Refresh Date in Microsoft Power BI (Tiny Tip)

by @MsBelindaAllen   In this TINY Video, I will add the last date and time the data in Microsoft Power BI was refreshed.  Old data is bad data!  This is an easy way to make sure you are looking at a good data! <div… Continue Reading Belinda Allen’s Article on their blog Adding the Last Refresh Date in Microsoft Power BI (Tiny Tip) In this TINY Video, I will add the last date and time the data in Microsoft Power BI...

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Features of Financial Elementz from ISC Software: Create Receivables Transaction Import [Video]
Aug05

Features of Financial Elementz from ISC Software: Create Receivables Transaction Import [Video]

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post on creating a Receivables transaction import and am accompanying it with this video version of that post. You can watch the GP Elementz – Financial Elementz – Create Receivables Transaction Import video: GP… Continue Reading Ian...

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Features of Financial Elementz from ISC Software: Create Receivables Invoices import
Aug05

Features of Financial Elementz from ISC Software: Create Receivables Invoices import

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Financial Elementz includes a Receivables Transaction import which can be used to load the following transaction types into Receivables Management: Sales / Invoices Debit Memos Finance Charges Service / Repairs Warranty Credit Memo Returns The… Continue Reading Ian Grieve’s...

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Adding multiple Trend Lines in Microsoft Power BI (Tiny Tip)
Aug03

Adding multiple Trend Lines in Microsoft Power BI (Tiny Tip)

by @MsBelindaAllen In this TINY Video, I will add a trend line to my clustered column chart visual in Microsoft Power BI.  Since my visual has 3 columns in each cluster (Legend), I want to have 3 separate trend lines so I can compare the trends of each value in the legend using the same x and y axis.  This 2-minute video shows how to do this! <div… Continue Reading Belinda Allen’s Article on their blog Adding multiple...

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Features of Financial Elementz from ISC Software: Run Manual Payments import [Video]
Jul30

Features of Financial Elementz from ISC Software: Run Manual Payments import [Video]

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post on running a Manual Payments import and am accompanying it with this video version of that post. You can watch the GP Elementz – Financial Elementz – Run Manual Payments import video: GP Elementz from ISC… Continue Reading Ian...

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Features of Financial Elementz from ISC Software: Run Manual Payments import
Jul30

Features of Financial Elementz from ISC Software: Run Manual Payments import

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. With a Manual Payment Import Definition created, we can now use it to import data into Microsoft Dynamics GP. The file can include multiple payments, one per row, for different payment types and creditors. The example I am using has a cheque/check… Continue Reading Ian...

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Features of Financial Elementz from ISC Software: Create Manual Payments import [Video]
Jul29

Features of Financial Elementz from ISC Software: Create Manual Payments import [Video]

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post on creating a Manual Payments import and am accompanying it with this video version of that post. You can watch the GP Elementz – Financial Elementz – Create Manual Payments import video: GP Elementz from ISC… Continue Reading Ian...

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Features of Financial Elementz from ISC Software: Create Manual Payments import
Jul29

Features of Financial Elementz from ISC Software: Create Manual Payments import

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. As well as the Payables Transaction Import covered over the last couple of posts in this series, Financial Elementz includes a Manual Payments Import with which you can import payments from other systems into Microsoft Dynamics GP. The source file… Continue Reading Ian...

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Power Automate: Working with Microsoft Graph API and Teams Connector
Jul29

Power Automate: Working with Microsoft Graph API and Teams Connector

In this video you will learn the basics of the Microsoft Graph API, how to use Graph Explorer, register an application to use Microsoft Graph in Azure Active Directory, and build a simple flow that will use the Teams Connector and Graph API to list a set of tabs in a Teams channel.    Other topics covered are: compose and HTTP actions, using the compose action as an alternative to variables,… Continue Reading Mariano...

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Features of Financial Elementz from ISC Software: Run Payables Transaction import [Video]
Jul28

Features of Financial Elementz from ISC Software: Run Payables Transaction import [Video]

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post on running a Payables Invoices import and am accompanying it with this video version of that post. You can watch the GP Elementz – Financial Elementz – Run Payables Invoices import video: GP Elementz from ISC… Continue Reading Ian...

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Features of Financial Elementz from ISC Software: Run Payables Transaction import
Jul28

Features of Financial Elementz from ISC Software: Run Payables Transaction import

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. With the Payables Transaction Import definition created, we can now use it to import some transactions. I have the template populated with two lines, both of which are for the same invoice. The import will group together header fields which are… Continue Reading Ian Grieve’s...

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Features of Financial Elementz from ISC Software: Create Payables Transaction import [Video]
Jul27

Features of Financial Elementz from ISC Software: Create Payables Transaction import [Video]

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post on creating a Payables Invoices import and am accompanying it with this video version of that post. You can watch the GP Elementz – Financial Elementz – Create Payables Transaction import video: GP Elementz… Continue Reading Ian...

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Features of Financial Elementz from ISC Software: Create Payables Transaction import
Jul27

Features of Financial Elementz from ISC Software: Create Payables Transaction import

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Financial Elementz includes a Payables Transaction import which can be used to load the following transaction types into Payables Management: Invoice Finance Charge Misc. Charge Return Credit Memo The import uses an Excel spreadsheet as the… Continue Reading Ian Grieve’s...

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Features of Financial Elementz from ISC Software: Run General Ledger import [Video]
Jul24

Features of Financial Elementz from ISC Software: Run General Ledger import [Video]

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post on running a General Ledger import and am accompanying it with this video version of that post. You can watch the GP Elementz – Financial Elementz – Run General Ledger import video: GP Elementz from ISC… Continue Reading Ian...

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Features of Financial Elementz from ISC Software: Run General Ledger import
Jul24

Features of Financial Elementz from ISC Software: Run General Ledger import

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. One a General Ledger Import Definition has been created, it is a simple process to run it whenever needed to import a journal, or journals, from a Microsoft Excel spreadsheet. The spreadsheet can contain a single journal or multiple journals; the… Continue Reading Ian Grieve’s...

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Features of Financial Elementz from ISC Software: Create General Ledger import [Video]
Jul23

Features of Financial Elementz from ISC Software: Create General Ledger import [Video]

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post on creating a General Ledger import and am accompanying it with this video version of that post. You can watch the GP Elementz – Financial Elementz – Create General Ledger import video: GP Elementz from ISC… Continue Reading Ian...

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Features of Financial Elementz from ISC Software: Create General Ledger import
Jul23

Features of Financial Elementz from ISC Software: Create General Ledger import

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. The General Ledger Import function of Financial Elementz does not require a specific format, but rather allows the user to define the format, or indeed formats, which can be used. In this example, I am using a fairly simple journal format, very… Continue Reading Ian Grieve’s...

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Features of Financial Elementz from ISC Software: General Ledger Code Import [Video]
Jul22

Features of Financial Elementz from ISC Software: General Ledger Code Import [Video]

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post on the General Ledger Code Import and am accompanying it with this video version of that post. You can watch the GP Elementz – Financial Elementz – General Ledger Code Import video: GP Elementz from ISC… Continue Reading Ian...

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Features of Financial Elementz from ISC Software: General Ledger Code Import
Jul22

Features of Financial Elementz from ISC Software: General Ledger Code Import

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. The General Legder Code Import allows GL accounts to be imported from a CSV file into Microsoft Dynamics GP; it allows the codes to be imported into multiple companies from one CSV file reducing the need for running it multiple times. The order of… Continue Reading Ian...

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Features of Financial Elementz from ISC Software: Available imports [Video]
Jul21

Features of Financial Elementz from ISC Software: Available imports [Video]

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post on the Available imports and am accompanying it with this video version of that post. You can watch the GP Elementz – Financial Elementz – Available Imports video: GP Elementz from ISC Software GP Elementz… Continue Reading Ian...

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Features of Financial Elementz from ISC Software: Available imports
Jul21

Features of Financial Elementz from ISC Software: Available imports

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Financial Elementz includes a number of import routines which can be used to import data from Excel spreadsheets into Microsoft Dynamics GP without the need for a tool like Integration Manager or SmartConnect. The available imports are: General… Continue Reading Ian Grieve’s...

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Features of Financial Elementz from ISC Software: Introduction to Financial Elementz [Video]
Jul20

Features of Financial Elementz from ISC Software: Introduction to Financial Elementz [Video]

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published an introduction to Financial Elementz and am accompanying it with this video version of that post. You can watch the GP Elementz – Financial Elementz – Overview video: GP Elementz from ISC Software GP Elementz from… Continue Reading Ian...

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Features of Financial Elementz from ISC Software: Introduction to Financial Elementz
Jul20

Features of Financial Elementz from ISC Software: Introduction to Financial Elementz

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Financial Elementz is a set tools that can significantly improve productivity with easy to use windows and reports. Designed and created by ISCs Microsoft Dynamics GP consultants and developers to improve the daily tasks of a typical finance team,… Continue Reading Ian...

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Features of Financial Elementz from ISC Software: Series Index
Jul17

Features of Financial Elementz from ISC Software: Series Index

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Financial Elementz is a collection of imports, inquiries and reports from ISC Software which can improve the efficiency of finance/accounting teams by adding functionality to Microsoft Dynamics GP. Over the course of this series, the index, below,… Continue Reading Ian...

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Microsoft Dynamics GP SmartList window won’t open for one user
Jul16

Microsoft Dynamics GP SmartList window won’t open for one user

I was doing some consultancy for a client recently when they took the opportunity to ask me about a problem encountered by one of their users, whereby they were unable to open and use SmartList. it showed in the Windows task bar as open, but they couldn’t see it or bring it to the front. I tried the usual of trying to right click the window in the task bar and hitting Maximize, but this had no… Continue Reading Ian...

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Integration Manager error when running a Sales Order Processing integration
Jul15

Integration Manager error when running a Sales Order Processing integration

I created an integration recently using Integration Manager for a client to import sales invoices into Microsoft Dynamics GP. It worked fine when I was developing it, logged in as DYNSA, and for one of the finance teams managers, but produced an error for the user: Opening source query… Establishing source record count… Beginning integration… DOC 1 ERROR: Unknown Great Plains field… Continue Reading Ian...

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Excel – where did my workbook go?
Jul14

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...

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Duplicate last exchange rate in Microsoft Dynamics GP for every day to future date
Jul14

Duplicate last exchange rate in Microsoft Dynamics GP for every day to future date

I’ve been involved in a project which has included a lot of development and therefore a lot of QA and UAT over a period of time. The client’s system is configured with daily exhcnage rates which has caused some issues with testing as not everyone doing testing has access to insert new rates. To provide some consistency in the exchange rate for testing and to ensure that testing is not held up… Continue Reading Ian...

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Accounts accessible to user when Account Level Security in use
Jul13

Accounts accessible to user when Account Level Security in use

the scrpt below returns all the accounts assigned to a specific user (defined at the top) using the Account Level Security module of Microsoft Dynamics GP. The script is configured to only return values if the Account Level Security module is enabled via the Company Setup window (Administration area page » Setup » Company » Company). To remove this restriction the where clause with the comment… Continue Reading...

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Jet Reports with Microsoft Dynamics GP book available
Jul10

Jet Reports with Microsoft Dynamics GP book available

I have a new book available now called Jet Reports with Microsoft Dynamics GP; this book is aimed at end-users or consultants looking to use Jet Reports with Microsoft Dynamics GP for financial and/or operational reporting. The book covers the basics of installing and configuring Jet Reports as well as how to design and build reports using the Excel Add-in, before moving on to step-by-step… Continue Reading Ian Grieve’s...

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Microsoft Dynamics GP running at an appalling slow speed
Jul09

Microsoft Dynamics GP running at an appalling slow speed

On a recent project we encountered an issue with the test ssytem running remarkably slowly in many areas. While logging in took longer than it should have, even opening the SmartList window was taking 45 seconds; when a SmartList favourite was selected, each column header and field was drawn slowly enough that it could be read before the next one appeared. Posting a Payables batch with 50… Continue Reading Ian Grieve’s...

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Switch off SOP/Invoicing warning in Microsoft Dynamics GP
Jul08

Switch off SOP/Invoicing warning in Microsoft Dynamics GP

I often end up creating test, demo or upgrade requirements and have a number of scripts I run against them to make changes. The script below can be used to change the settings for the message displayed when both SOP and Invoicing are both installed. The script is set up to leave the message enabled for Invoicing, but switch it off for Sales Order Processing (the comments include the setting… Continue Reading Ian Grieve’s...

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Power Automate: Calculate Soundex of a word with a flow
Jul07

Power Automate: Calculate Soundex of a word with a flow

In this video, I will be showing you how to use Power Automate to calculate the Soundex value of a word using a flow. This calculation uses the American standard algorithm, but can be adapted to support other algorithms developed for the English language.   In building the workflow you will learn how to use the Scope, Compose, and Append To String actions, the Do Until and If Then… Continue Reading Mariano...

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How to Set the Tab Sequence Order in Microsoft Dynamics GP Modifier
Jul07

How to Set the Tab Sequence Order in Microsoft Dynamics GP Modifier

While created a new version of a customised window for a client (the old customised version was causing problems for submission to Workflow) I needed to change the tab order of the fields on the window; I’d removed quite a few fields and changed the positions of the remaining. I couldn’t remember how to do this (I last remember doing this in Visual Studio where you can select a field and… Continue Reading Ian...

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Run Task Manager as Administrator
Jul06

Run Task Manager as Administrator

I was deploying a new version of a Microsoft Dynamics GP Dexterity modification for a client recently and ran into a problem caused by a user who had disconnected their RDP session to the server instead of logging off; this had left a lock on the dictionary file as they had also not closed Microsoft Dynamics GP. The server logon requires individual logons with MFA enabled, but my user is not an… Continue Reading Ian...

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New book on Jet Reports with Microsoft Dynamics GP available
Jul03

New book on Jet Reports with Microsoft Dynamics GP available

I have a new book available now called Jet Reports with Microsoft Dynamics GP; this book is aimed at end-users or consultants looking to use Jet Reports with Microsoft Dynamics GP for financial and/or operational reporting. The book covers the basics of installing and configuring Jet Reports as well as how to design and build reports using the Excel Add-in, before moving on to step-by-step… Continue Reading Ian Grieve’s...

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Canadian Payroll 2020 Mid-Year Tax Update
Jul02

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...

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Exchange Rates inserted by eConnect integrations
Jul02

Exchange Rates inserted by eConnect integrations

I recently assisted with a support call logged by a client following the introduction of an RM integration created using SmartConnect. The client enters exchange rates at the start of the month, but following the integration being deployed, extra exchange rates were being inserted into the exchange rate table. This caused problems as the rate from the external system varied more often than the… Continue Reading Ian...

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MVP Renewal for 2020/2021
Jul02

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...

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Microsoft Dynamics GP payment batch no longer visible in Process Remittance
Jul01

Microsoft Dynamics GP payment batch no longer visible in Process Remittance

I’ve been working on a project to convert some bank accounts to making payments via EFT through Microsoft Dynamics GP using the payment run process for a client. On one of these accounts, the user ran into problems with the remittance and could not longer see the batch in the Process Remittance window [gpmnu]Purchasing area page » Transactions » Process Remittance(); the batch did show up in… Continue Reading...

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SmartList Export: Excel cannot open error
Jul01

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...

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Rollback Microsoft Office to a previous version
Jun30

Rollback Microsoft Office to a previous version

In the last post, I mentioned uninstalling and reinstalling an old version of Microsoft Office to stop Microsoft Dynamics GP crashing when sending emails using MAPI. However, you don;t need to uninstall Office to roll back the version. There is a command you can run to roll Office back to a previous version. You can find out the version numbers for Office here and then run this command at an… Continue Reading Ian Grieve’s...

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Microsoft Dynamics GP crashes sending emails using MAPI
Jun29

Microsoft Dynamics GP crashes sending emails using MAPI

On my Microsoft Dynamics GP demo environment I have Office Professional Plus 2019 installed and Dynamics GP configured for MAPI integration for the sending of emails (I sometimes have my demo environment used when I don’t have an Internet connection so have a hMaiLServer installed for emails instead of relying on the company Exchange). I got caught doing a demo last week when sending an email,… Continue Reading Ian...

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Features of Enhanced Notes from ISC Software: Free Trial [Video]
Jun26

Features of Enhanced Notes from ISC Software: Free Trial [Video]

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. Earlier today I published a post about a free trial and am accompanying it with this video version of that post. You can watch the GP Elementz – Enhanced Notes – Free Trial video: GP Elementz from ISC Software GP Elementz from ISC Software

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Features of Enhanced Notes from ISC Software: Free Trial
Jun26

Features of Enhanced Notes from ISC Software: Free Trial

This post is part of the Features of Enhanced Notes from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series. As with all of the other Enhanced Notes there is a free trial of Enhanced Notes available which allows you to try the module out on a Fabrikam, Inc. sample company database without restriction. GP Elementz from ISC Software GP Elementz from ISC… Continue Reading Ian Grieve’s...

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