Sales Invoice Batch Transfer
Is there a way to select a group of invoices that are saved in one sales batch and move them to another without having to do so one by one? Managing unposted Sales Invoices using Batch IDs is very effective in Dynamics GP. When it comes time to transfer Sales Invoices from one Batch ID to another the process can be tedious having to do one invoice at a time. A better way would be to pull up all invoices in one batch and select the ones that should move to another Batch ID, hit a button, and they all move...
Date options in SmartLists
System enhancements - Date options in SmartLists With these new search options, users do not need to change dates in search criteria. The Dynamics GP system date is set to November 11, 2019 Prior Month – all values from October 1-31 Prior Period – all values from 1st day of the previous period to last day based on period setup Next Month – all values from December 1-December 31 Next Period – all values from 1st day of the next period to the last day based on period setup [/vc_column_text][/vc_column][/vc_row]...
How to make a partial payment in Dynamics GP
Partial Payment in Dynamics GP In these challenging times cash management strategies include making a partial payment of a Vendor Invoice. Here is a reminder of how to make a partial payment. How to make a partial payment in Dynamics GP In recent weeks I have had customers ask if they can pay only part of an invoice in Dynamics GP. There are many situations where this is a valid and useful process. The following steps manage the process and keep a good audit trail on all the activity, over time, that fulfill each Vendor Invoice. Partial Payments in Dynamics GP: Build your check...
UBS Corporate Challenge benefits the adoption of a child
UBS Corporate Challenge This year’s UBS Corporate Challenge is more personal and focused on impacting one person, a child that needs a loving Mom and Dad! The last few weeks have brought unprecedented challenges to our industry, family and friends. In the midst of adapting to social distancing, life continues and we sometimes rediscover what is important. Having adopted our 3 children, I know how important a family is to a child. Mark and Charron Alvord are building their family through Adoption. “We have been given the opportunity to start our family through adoption and we would like you to be a...
EFT Vendor in payment window
[vc_row][vc_column][vc_column_text] What's New in GP 2019 - Visual Cue for EFT Vendors on the Edit Batch Window! When creating a Check Run, knowing if there is an EFT vendor included if good information. It’s a simple new feature but if you are the one doing a check run, a visual cue of EFT Vendors is very helpful. After Dynamics GP 2019 [/vc_column_text][/vc_column][/vc_row]...