Microsoft Dynamics GP 2010 Cookbook

Table of Contents

• Preface

• Chapter 1: Personalizing Dynamics GP
  • Introduction
  • Improving visibility by setting Required Fields to bold and red
  • Getting faster access to data with the Shortcut Bar
  • Reducing clicks with Startup shortcuts
  • Personalizing the Home page by selecting the right role
  • Speeding up access to data with Quick Links
  • Rearranging Navigation to make it easier
  • Jumping to the right location with Breadcrumbs
  • Managing personal reports with My Reports
  • Viewing open items with the Task List
  • Visualizing information with Home page Metrics
  • Accessing accounts faster with Favorites in Lookups
  • Cleaning up the mess by fixing AutoComplete errors

• Chapter 2: Organizing Dynamics GP
  • Introduction
  • Speeding up account entry with Account Aliases
  • Gaining visibility with Horizontal Scroll Arrows
  • Streamlining payables processing by prioritizing vendors
  • Getting clarity with User Defined fields
  • Developing connections with Internet User Defined fields
  • Gaining additional reporting control with Account Rollups
  • Remembering processes with an Ad hoc workflow
  • Improving financial reporting clarity by splitting purchasing accounts
  • Speeding up lookups with Advanced Lookups
  • Going straight to the site with Web Links

• Chapter 3: Automating Dynamics GP
  • Introduction
  • Using Reminders to remember important events
  • Controlling reporting dates with Beginning and Ending Periods
  • Automating reporting with Report Groups
  • Speeding up entry by copying an Inventory Item
  • Improving consistency with Shortcuts and User Classes
  • Speeding up month-end close by Reconciling Bank Accounts daily
  • Automating processes with Macros
  • Getting early warnings with Business Alerts
  • Splitting AP across departments automatically with Control Account Management
  • Getting control of accruals and deferrals with Recurring GL batches
  • Speeding up document delivery with e-mail

• Chapter 4: Harnessing the Power of SmartLists
  • Introduction
  • Sorting data to get the information you want
  • Speeding up access to information with SmartList Favorites
  • Getting warnings with SmartList Alerts
  • Improving information returned with SmartList Search
  • Controlling data with SmartList Record Limits
  • Tailoring SmartLists by adding Fields
  • Controlling access by sharing or restricting SmartList Favorites
  • Renaming Fields for clarity

• Chapter 5: Connecting Dynamics GP to Microsoft Office 2010
  • Introduction
  • Getting control of Outlook features on the Home page
  • Building analyses by Exporting SmartLists to Microsoft Excel
  • Delivering flexibility by exporting Navigation Lists to Excel
  • Improving reports by sending SmartLists to Word
  • Communicating with customers using Letters from Microsoft Word
  • Skipping the exports by using Prebuilt Excel Reports
  • Improving performance by globally turning off Outlook integration
  • Reporting on any Dynamics GP data with direct Excel Connections
  • Importing data with Microsoft Word and a Dynamics GP Macro
  • Getting fine grain control of Excel Exports from SmartLists
  • Gaining flexibility by printing documents with Microsoft Word

• Chapter 6: Exposing Hidden Features in Dynamics GP
  • Introduction
  • Controlling Posting Dates when not posting by batch
  • Reducing posting steps with better Printing Control
  • Improving information with Tax Dates in transactions
  • Gaining the option to Process Taxes in the General Ledger
  • Tracking Tangible Personal Property Tax information for Fixed Assets
  • Understanding all of the financial information about an asset with Fixed Asset Details
  • Speeding up entry by Copying a Purchase Order
  • Getting control of printing with Named Printers
  • Speeding up month-end processing with Reconcile to GL functionality

• Chapter 7: Improving Dynamics GP with Hacks
  • Introduction
  • Building custom help with Window notes
  • Using Comments without needing a comment name
  • Keeping the chart of accounts clean by reactivating Account Segment warnings
  • Improving clarity by timing Depreciation Posting to the General Ledger
  • Reducing licensing needs by preventing Multiple Company Logins
  • Turning on more features with Dex.ini settings
  • Entering and Tracking Use Tax with Credit Card Functionality
  • Correcting a lost system password by resetting the System Password
  • Warning the user if Caps Lock is on during login
  • Getting greater journal entry control by clearing recurring batch amounts

• Chapter 8 Preventing Errors in Dynamics GP
  • Introduction
  • Preventing posting errors by managing Batch dates
  • Reducing out-of-balance problems with Allow Account Entry
  • Ensuring entry in the correct company by warning about Test Companies
  • Protecting Dynamics GP with key security settings
  • Providing clean vendor information by properly closing Purchase Orders
  • Protecting against information loss by printing Fixed Asset Reports
  • Preventing account selection errors with Chart Segment names
  • Ensuring proper year-end closing by checking Posting Types
  • Preventing sales of Discontinued Inventory
  • Correcting errors by backing out, correcting, and copying Journal Entries

• Chapter 9: Maintaining Dynamics GP
  • Introduction
  • Preventing entry of wrong dates by Closing Periods
  • Improving performance by adjusting AutoComplete settings
  • Cleaning up Accounts Receivable with Paid Transaction Removal
  • Providing correct tax information by Updating 1099 information
  • Maintaining updated code by rolling out Service Packs with Client Updates
  • Improving stability by Managing Dictionaries
  • Safeguarding data by Backing Up everything
  • Resolving errors with the Check Links utility
  • Validating balances with the Reconcile utility
  • Troubleshooting issues with a DexSQL log
  • Speeding security setup with User Copy

• Chapter 10: Extending Dynamics GP with Free Software
  • Introduction
  • Checking Dynamics GP spelling with Willoware
  • Preventing date errors with DocDateVerify
  • Executing SQL from the Support Administrator Console
  • Extending Dynamics GP with the Support Debugging Tool
  • Coloring windows by company
  • Capturing Screenshots and sending an E-mail for support
  • Logging transactions for troubleshooting
  • Executing SQL from within Dynamics GP
  • Getting information about Security Resources

• Index

Mark Polino

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