CRGroup Tips & Tricks: How to WOW with Fiscal Period Tricks in Dynamics GP

Did you know that you can change the names of your Fiscal Periods in Dynamics GP?

HOW?

You can change the values under the Period Name column using the Fiscal Periods Setup window. It's easy!

1. Go to Microsoft Dynamics GP > Tools > Setup > Company > Fiscal Periods.

2. Click on Period 1 in Period Name column and change it to the proper period name, e.g., "Jan 2013".

3. Repeat for all remaining periods.

4. Click OK.
 

Tableau Customer Conference Wrap-Up

Greetings!

 

The 2013 Tableau Customer Conference just wrapped-up this week in Washington, DC. As usual, Christian Chabot (Tableau Co-Founder and CEO) and Chris Stolte (Tableau Co-Founder and CDO) delivered a fantastic keynote address.

CRGroup Tips & Tricks: Sub-ledger Details in Management Reporter

Did you know that you can print sub-ledger details such as Vendor ID, Vendor Name, Customer ID, Customer Name, and Batch Number in Management Reporter? Yes you can!

To print sub-ledger details in Management Reporter:

1.From Microsoft Dynamics GP, open Management Reporter.

2. Open Column Definition (i.e., the detail you wish to print).

3. From Column Type select ‘ATTR (Attribute)’.

Corporate Renaissance Group Releases New User Focused Website

CRGroup Launches Refreshed Website Built with SharePoint

 

Ottawa, ON – August 20th, 2013: Corporate Renaissance Group (CRGroup) is pleased to announce the launch of its new corporate website, www.crgroup.com. Amidst a year of significant strategic growth for CRGroup, the new website showcases the company’s brand, promise and dedication to its clients while offering more information about its specific products and services.

Built using industry best practices in Microsoft SharePoint, www.crgroup.com aims to become a more inviting space for current and prospective clients and partners. The redesign features easy navigation, video interactions, a secure access portal and a sleek interface, appealing to business clients seeking relevant information without clutter.

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: Human Resources Report Summary in Microsoft Dynamics GP

Did you know that there are 260+ out-of-the-box reports available in the Microsoft Dynamics GP – Human Resources module?

Some cool facts about these reports:

• The reports can be printed using the Reports option.
• Some reports can be printed during procedures. For example, the Employee Orientation Checklist - Detail report can be printed when entering employee orientation information by choosing Print in the Orientation Checklist window. 
• The Smart List option can be used to print or create new ad-hoc reports above and beyond the 260+ reports included with the module.
• The SmartList Builder, Excel Reports Builder and SSRS are also fantastic tools to create ad-hoc / new reports in the Human Resources module.

Here is the complete list of reports available in the Human Resources module of Dynamics GP.

CRGroup Tips & Tricks: Changing SmartList Default Settings in Microsoft Dynamics GP

Changing  the default settings for SmartLists using the SmartList Options window is simple!

To Change SmartList Default Settings:

1. Click the Administration series button.

2. On the Setup content pane, click SmartList Options.