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Author: Rick Alvord

Long Descriptions for Payables

[vc_row][vc_column][vc_column_text] What’s New in Dynamics GP 2019 Long description for payables transaction entries There are times where just a little more room in a description is needed. Until Dynamics GP 2019, one of the few options available was to add a note to the transaction. This is a great option when significant information is helpful to attach to a transaction. Many times, just a few more characters is all that is needed. There is a new option in Payables Setup for very long descriptions up to 200 characters.       The long description displays on the following pages: Transaction Entry Payables Transaction Entry Zoom PM Transaction...

Post Through General Ledger Files

Is there a way to post subsidiary ledger transactions direct to the GL? What’s New in Dynamics GP 2018 R2 Ever wonder why subsidiary ledger translation level posting do NOT post through to the GL? Users can now post through the general ledger at the transaction level in several windows. A new option has been added to Posting Setup to allow transactions to post through the general ledger if marked to post through. Posting Setup Before Dynamics GP 2018 R2 Posting Setup After Dynamics GP 2018 R2 Sometimes it’s the simple things that make a difference.  For many organizations this feature saves time and effort...

Project Cash Flow in Dynamics GP

How can I project cash requirements for the coming week in Dynamics GP?   Dynamics GP has a little-used feature, Cash Flow Calendar, that looks at all open AR and AP transactions and projects net cash flow based on the terms due date. When it comes to customers, they don’t always pay on time. The Cash Flow Calendar has an option to project cash receipts by the customers’ average days to pay. During times of tight cash flow, it becomes necessary to project cash flow requirements for the coming weeks. This starts with projecting customer and vendor invoice payments based on currently entered...

Restricted Item Genie

What would happen if you sold the wrong Private Label to the wrong customer? Do you have a scenario in your business where you carry products that are exclusive to particular customers or you have products that are private labeled for multiple customers? What would happen if you accidentally sold "Customer A's" product to "Customer B"?  What if they were competitors?  It would certainly be a difficult customer service issue, if not a loss in business. There are a few things in GP that can help litigate the issue, such as utilizing Price Lists or Customer Items.  However; none of the available options...

UBS Corporate Challenge benefits Emerald Coast Exceptional Families

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...