CRGroup Tips & Tricks: Smarter than SmartList – Excel Reporting for GP

Did you know that predefined Excel reports are available with Microsoft Dynamics GP2010 & 2013?

Excel reports allow users to get up-to-date data from Dynamics GP without ever having to log into Dynamics GP. The reports are free and very easy to deploy.

CRGroup Tips & Tricks: Account Level Security Setup in Microsoft Dynamics GP

What is Account Level Security?

 

Account Level Security helps you set up security on your Chart of Accounts. Once account security is activated, you can’t enter, view, edit, or post any transactions in General Ledger windows that include a secured account—that is, an account to which you don’t have access.

 

How does Account Level Security work?

• When you use the transaction entry windows in your sub modules, you can enter, view, and edit transactions that include default distributions to secured accounts. However, account security will apply to account distributions.
• You can open the distribution entry windows, but if any accounts are secured (i.e., not available to you) the account field will be blank and the message “Access denied/Account missing” will appear in the Description field.
• If you attempt to enter an account number that is secured, the message “You don’t have permission to create new accounts or view all accounts” will appear when you move from the field. The account and description fields will be cleared.

 

CRGroup Tips & Tricks: Copying Journal Entries in Microsoft Dynamics GP

Did you know that GP2010 & GP2013 allow you to copy a previous journal entry with a new journal entry number?

 

It's true! And after you copy the complete entry, you can then change the Dr. or Cr. Amounts and/or add or remove a new GL Code to your new entry.

 

So, if have any recurring entries and you enter them manually, save some time and start using the ‘Copy’ functionality instead!