Microsoft MVP, Business Applications Dynamics GP Practice Lead @ShawnMDorward Email me! Shawn.Dorward@InterdynArtis.com Long Time Dynamics GP User and GPUG FAN! Almost 20 Years of Accounting and GP experience GPUG Summit Planning Committee (2014-Present) GPTech Planning Committee (2018) Charlotte Regional Chapter Leader (2012-Present) Charleston Regional Chapter Leader (2017-Present) Podcast: Personal Blog: Company Blog: http://mbspodcast.com http://gplifehacks.com http://interdynartis.com/blog/
Account Rollups Allow for single window inquiry of multiple accounts Division Totals! All Wages! Include Budget Data! Financial / Inquiry / Financial / Account Rollups
Account Rollups Modify Year Net Change or YTD Printable Reports Financial / Inquiry / Financial / Account Rollups
Scheduled Payments Enter contract through AP Setup Payables Scheduled Payments Calculates Payment https://www.gpug.com/blogs/jimbertler/2017/08/02/scheduled-payments-in-microsoftdynamics-gp Purchasing / Transactions / Schedule Payments
Scheduled Payments Includes Amortization Schedule Purchasing / Transactions / Schedule Payments
Scheduled Payments Visit Post Scheduled Payments Select item to process Creates invoice to pay Picked up during select checks Purchasing / Routines / Post Scheduled Payments
Group Vendors beyond Class ID Payment Priority ID s Used to tag vendors Group like vendors Example: UTL = Utility Vendors Can be used in Build Payment Batch Purchasing / Cards / Vendor / Options
Payment Option ID Save Steps when building batch Remembers defaults Uncheck Payments Uncheck Credit Memos Uncheck Returns Prefills Filters Purchasing / Transactions / Build Payment Batch
Analysis Groups Track non-gl expenses/incomes A lite version of Analytical Accounting Project Accounting Example Vehicle Expenses, by Vehicle Create Groups with Custom Code ID s Financial / Cards/ Financial / Analysis Groups
Analysis Groups Identify GL Accounts to target Associate GL with Analysis Group Set Analysis Type Required Optional Fixed None Financial / Cards/ Financial / Analysis Defaults
Analysis Groups Identify GL Accounts to target Associate GL with Analysis Group Identify during Transactions Financial / Cards/ Financial / Analysis Defaults
Analysis Groups Assign Code ID to Transaction Financial / Cards/ Financial / Analysis Groups
Analysis Group/Code SmartList Out of the Box Custom SQL View https://gplifehacks.com/2018/ 04/30/dimension-analysis-formda-sql-view-for-dynamicsgp/ SmartList / Financial / Multidimensional Analysis
Toolbars Make better use of shortcuts! Other shortcuts are only available in THAT module Toolbars are available anywhere in GP!
Toolbars Add your own shortcuts Use Text, Icons, or Both Modify Existing Or Add your own using Custom
Toolbars PRO TIP!! Adding a GP Function to the toolbar, and renaming it, renames it in the application
Startup Folder Use the startup folder to launch helpful windows when you login! Batch Recovery User Activity? Home / Startup
Customize Navigation lists Save your own lists Customize
Customize Navigation lists Add additional Columns
Customize Navigation lists Customize Ribbon
Customize Navigation lists Restrict list to company/users
Customize Navigation Lists
Field Level Security Add extra controls Remove ability to delete batches Add account maintenance change restrictions password required Administration / Setup / System / Field Level Security
Field Level Security Administration / Setup / System / Field Level Security
Field Level Security Administration / Setup / System / Field Level Security
Field Level Security Administration / Setup / System / Field Level Security
Field Level Security Vendor Tax ID field Administration / Setup / System / Field Level Security
Bank Rec Sort Options Financial / Transactions / Financial / Reconcile Bank Statement
Bank Rec Reprint Reports Financial / Reports / Bank Posting Journals
Close Individual Areas of the system Rather than using entire period Administration / Setup / Company / Fiscal Periods / Mass Close
Close Individual Areas of the system Alternately, open individual areas Rather than opening entire period Administration / Setup / Company / Fiscal Periods / Mass Close
Close Individual Areas of the system SQL View for SmartList to Monitor Status https://gplifehacks.com/2017/09/14/detailed-period-closing-list-sqlview-for-dynamics-gp/ Administration / Setup / Company / Fiscal Periods / Mass Close
Workflow User Other fields Looking for to route on a field not in the main listing? QueryDesignerAllFunctionality=false Change or Add: QueryDesignerAllFunctionality=TRUE Restart GP after each change
Write off on the fly Short Paid? Want to write off small amounts?
Inventory Item Images Using Custom Links Available anywhere Item link is available for example, PO Doc, Sales Order Doc Administration / Setup / Company / Custom Links
Inventory Item Images Administration / Setup / Company / Custom Links
1099 SmartList Use Custom SQL View Add to SmartList https://gplifehacks.com/2017/12/18/1099-year-end-edit-sql-view-for-dynamics-gp/
Reminders/Tasks Close Periods? Bank Reconciliation? Pickup Prescriptions? Based on SmartList Data!!
Vendor Modifier/Combiner Additional Combiners/Modifiers Checkbooks Salesperson Territory GL Account Items Manual OR Load from File Purchasing / Utilities / Vendor Combiner and Modifier
Smartlist for Filters/Letters Filter SmartLists Use Word/Letter writing assistant Only includes records returned from SmartList
Edit Open Payables Transaction Data Edit Unpaid Transaction Data Remit To ID Discount Date Due Date PO # Description Purchasing / Transactions / Edit Transaction Information
Posting Setup Turn off unused/unneeded reports Setup Defaults Printer Screen File Administration / Setup / Posting / Posting
Take Company Offline Users can stay in Once logged out, cannot login Custom Messages Administrator Function Administration / Utilities / System / Take Company Offline
SmartList Options/Defaults Add Columns by Default instead of manually adding Change Default Go To Administration / Setup / Setup / System / SmartList Options
SmartList Options/Defaults Change Default Go To Administration / Setup / Setup / System / SmartList Options
Business Alerts Voids Checkbook Balance Customer Credit Limit Past Due Notices Administration / Setup / System / Business Alerts
Reconcile to GL AR/AP/Inventory/Bank Financial / Routines / Financial / Reconcile to GL
Additional Purchasing Accounts Add MORE than 1 default AP Account Zero amounts do NOT error but drop from transaction Purchasing / Vendors / Accounts
Invoice Holds Instead of ALL vendor transactions Put Individual transactions on hold Purchasing / Transactions / Holds
Invoice Holds SmartList
Update User Date Automatically Sets User Date to Current System Date PSTL / PSTL Main Setup / System Tools / Update User Date
AP Accrual? Payables Transactions Smartlist Posted Date/Doc Date
What Invoices did a check pay? Use SQL View in SmartList https://victoriayudin.com/2010/09/23/sql-viewfor-payables-apply-detail-and-gl-distributionsin-dynamics-gp/ Put View on SQL Add to Smartlist! BOOM!!!
Auto create Deposits Creates Deposit based on cash receipt posting If you post a single Cash Receipt, that will create a deposit If you post cash receipts in a batch, the deposit with be created for the batch total Administration / Setup / Company / Company /Options
Free Reporting tool for Excel Jet Express NOW JET BASICS Build Excel Reports based on GP data https://www.jetglobal.com/jet-basics/
Track Shipments Add Tracking links for various couriers Enter Tracking # in user defined tracking field https://community.dynamics.com/gp/b/gpmarianogomez/a rchive/2012/06/14/leveraging-custom-links-to-trackcarrier-shipments-in-sales-order-processing Administration / Setup / Company / Custom Links
Track Shipments Add Tracking links for various couriers Enter Tracking # in user defined tracking field Administration / Setup / Company / Custom Links
Make Customer Calls using Skype Invoke Calls directly from within GP! Administration / Setup / Company / Custom Links
Make Customer Calls using Skype
Make Customer Calls using Skype
SmartList Search Wildcards! Any Field Find value in ANY field in the SmartList
SmartList Search Wildcards! % Wildcard (Anything Variable)
SmartList Search Wildcards! _ Wildcard (Anything in specific space)
SmartList Search Wildcards! [] Wildcard (Single Space OR statement)
SmartList Search Wildcards! Use in conjunction with other searches
Join my other sessions! GP Life Hacks: 40+ Ways to Save Time! Tuesday, October 16 8:00 AM - 9:00 AM Location: W_102C Power Query 101: An Introduction to PQ for Excel & Power BI Thursday, October 18 8:30 AM - 9:30 AM Location: W_102B Power Query in Power BI Tuesday, October 16 9:45 AM - 10:45 AM Location: 231C North Building Get FRESH Data with REFRESHABLE Excel Reports! Thursday, October 18 1:15 PM - 2:15 PM Location: W_104 The Dynamics GP Shootout! Tuesday, October 16 12:45 PM - 1:45 PM Location: W_104 You've Upgrade...What's Changed? Thursday, October 18 2:30 PM - 3:30 PM Location: W_101A Microsoft Excel Shootout! Wednesday, October 17 2:30 PM - 3:30 PM Location: W_104 Shawn Dorward, MVP Practice Lead, InterDyn Artis InterDynArtis.com Shawn.Dorward@InterDynArtis.com GPLifeHacks.com Twitter: @ShawnMDorward