Copy & Paste Journal Entry from Excel

This is my fifth post in the Did You Know series, tying into Pam’s series on Inside Dynamics GP. Today’s topic is the Copy-Paste from Excel feature for Journal Entries in Dynamics GP.

Combine Budgets

This is my fourth post in the Did You Know series, tying into Pam’s series on Inside Dynamics GP. Today’s topic is the ability to combine budgets into a master budget. This is very useful for situations where it’s easier to manage smaller budget upload files, perhaps by department or cost centre, and after you’ve imported them into Dynamics GP, then you combine into one big budget for reporting in FRx, Management Reporter or your financial reporting tool of choice.

Fixed Assets Year End Close Report

This is my third post in the Did You Know series, tying into Pam’s series on Inside Dynamics GP. This will be a fairly short post, as there is nothing to configure to “get” this new feature!

Backups from within Dynamics GP

This is my second post in the Did You Know series, tying into Pam’s series on Inside Dynamics GP. This feature allows users to create a one-off backup of a database from within Dynamics GP, and saving it either locally or on Azure storage. Originally introduced in GP 9, the Backup to Azure was added to this feature in GP 2013 R2.

I’ve never tried this feature before, as I had no need to in the past. One great thing about this DYK series is there will be things I’ll be trying that I may not have had an opportunity to try yet!

While this obviously wouldn’t be the normal way to create a backup, sometimes this could come in handy for specific purposes, like for consultants preparing for demos that want a quick backup of what they’ve prepared before they test a configuration, so they can re-use the data easily after restoring back. I know I don’t bother with setting up scheduled SQL jobs for backups on my environments, unless I’m mimicking something for a client. So, for that type of situation, I can see this would be a great way to simplify creating a backup without bothering to open SQL Server Management Studio when I’m right in the middle of working on some project.

Reconcile a Chequebook without Transactions

I’m going to attempt to piggy-back on the Did You Know series Pam Misialek started on June 1, 2017, on the Inside Dynamics GP blog. My goal will be to look at the Did You Know topics, and write a short blog to illustrate the feature. I won’t be covering all the features, but I’ll try to work my way through many of them!

This was the first blog in the series thus far.

PowerPoint SmartArt tips & tricks

This blog is about some tips for easily showing some fancy stuff in your PowerPoint presentation to fake animation of the SmartArt feature. I *love* the Office suite’s SmartArt feature and use it a fair bit in Word to graphically display elements where words are just boring! It doesn’t seem you can animate a SmartArt feature, at least the way I would like to automate it. If you know, please add a comment below!

I’ve been working on a side project for a client, and teaching myself some basic video editing skills, mostly by trial & error. I’ve found I’m having a blast working with video, having never had to do anything with it in the past. I’ve used and am learning Camtasia to create a fun video for an internal “day in the life” presentation their department is preparing for. I’ve volunteered to take on the video editing role as no one internally had the skills or interest to take it on and, heck, learning is fun, right?

By the way, thanks to TechSmith for giving MVPs complimentary keys for both Camtasia and Snagit, two outstanding products. I use Snagit nearly every day without fail for documentation and capturing various moments. What I love about it most is professionally adding something to a captured screenshot. Especially for blogging purposes, things like highlighting a certain area or adding text or arrows or circling an object to focus on makes the supporting graphics look just that much better. I cringe when I look at some early blogging days screen shots with amateur hand-drawn circles around objects!

Multiple instances of GP & applying service packs

I recently purchased a new laptop and loaded it up with 16gb of RAM so it could handle having multiple instances of Microsoft Dynamics GP on it.  Two of the instances are of GP 2016. One of the wrinkles of having test machines with multiple instances of the same version of GP is ensuring you apply service packs to exactly the instance you want, without affecting the others.

Dynamics GP Word Template Error & Compatibility Mode

A client of mine is implementing Dynamics GP EFT for Payables (yay, no more cheques soon!)… and I needed to modify the Remittance Form that gets emailed to the vendors when they are paid. If nothing else, I needed to change the title “Check Remittance” to anything but the US spelling of cheque!

I did my modifications – pretty basic ones. I changed the title, I altered the size of a couple of header boxes to line some things up and removed some fields that the client didn’t need. (Who really needs Document Amount, Discount Amount, Net Amount and Amount Paid anyway?). Overall, pretty basic stuff, and nothing I hadn’t done before at other clients.

8 Tips for Using Forums Effectively

Over the past few months, I’ve put more of a concentrated effort on helping answer questions on various #MSDYNGP forums. I’ve responded off and on over the years, but only in the last few months have I attempted to regularly work at contributing in that way. I’ve noticed a few things that are either pet peeves or simply my opinion on right and wrong ways to use public forums for advice when it comes to your Dynamics GP question. Most of these items can easily be applied to any forum experience but mine are more specific to ERP forums in general.

Cool Excel Tip: Dates without holidays included

Have you ever wanted to put a schedule together in Excel with planned dates for something over a period of time, and then manually reviewed the formula, to change dates so they didn’t fall on a holiday?

A client of mine prepares a billing schedule a year in advance where they have to incorporate certain specific holding periods and factor in different holidays of both themselves and their service providers (mostly the same holidays but some different). For example, their data is read by a third party service and it takes so many business days after a scheduled read date to get the data back for billing; then they have a window of so many business days to finish and post the billing cycle etc. All these dates are based on a start date and a factor of so many days – business working days – but excluding holidays.