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Author: Rick Alvord

UBS Corporate Challenge benefits Emerald Coast Exceptional Families

[vc_row][vc_column][vc_column_text] This year’s UBS Corporate Challenge supports special needs families through the Emerald Coast Exceptional Families organization.  Training for a Triathlon takes time, patience, persistence, pushing yourself beyond your comfort zone, and the support of family and friends. The same and more are required to raise children with autism and special needs. Sometimes, being a special needs family feels a lot like swimming upstream.  It's nice to know that you're not the only one!  Emerald Coast Exceptional Families is established by people who truly understand because they live it every day.  It is our belief that having a true support system creates a...

Dynamics Management Reporter Currency Translation Type

I posted this last year and felt it worth repeating! How Does Management Reporter know what rate to use when translating an Account from its functional currency to the Reporting Currency in Dynamics GP? They say a picture is worth a thousand words. Well, my white paper, Currency Translation in Dynamics GP and MR, has 3,147 words and this image sums it all up! I thought it may be helpful to lay out the logic and connections used by MR to correctly translate a functional to a reporting currency used in the sample Balance Sheet. Account is setup to Currency Translation...

Smartlist Builder to sort by Reporting Ledgers

As of the publication of our white paper, "Eliminations and Adjustments in Dynamics GP and Management Reporter", standard SmartLists for Account Transactions does not have a sort field for Reporting Ledgers. Here is what you need to create an Account Transaction SmartLists by Reporting Ledger. Basically, you have to rebuild the standard SmartLists, Financial>>Account Transactions, to bring in the field, Ledger_ID. GL40001 contains the needed descriptions for the Ledger_ID setup in GP. There are other options and it is hoped that Microsoft will add this field to the standard SmartLists soon, as well as in the Detail Inquiry window. Using separate Accounts dedicated...