GP Tips

Ever wonder how to bulk inactivate accounts from the Navigation list in GP? Here’s how!

Click on Accounts from the Navigation list on the Financial page. Select the accounts to be inactivated, using the Shift or Control keys, the click on Inactivate at the top. A little window will pop up for you to click on Inactivate.

A message will appear telling you how many succeeded or failed.  Click on the message for additional information.

Need additional help in GP? Contact CSSI today for support from our team of GP experts.

Did you know that from within Dynamics GP you can create shortcuts to external tasks such as Crystal Reports or Management Reporter by using the Add External Shortcut window?

Here’s how to create an external shortcut in the GP navigation pane.

1) Select the Home tab and right-click in the upper area of the navigation pane.  Choose Add>Add External Shortcut

2) The Add External Shortcut window will appear.

3) Enter a name for the shortcut in the Name field.

4) Select the Browse button to locate the executable of the application being added

5) Select the program, then choose Open to add its path to the command line.

6) Select Add to create the shortcut to the file.

7) The shortcut will now appear in the Navigation Pane.

8) Select Done to close the Add External Shortcut Window

We hope you found this tip useful. Need Dynamics GP support? The experienced GP consultants at CSSI are here to help. Contact us to get started.

Have you ever had the need to see what documents were printed on a vendor’s check stub or remittance in Dynamics GP? As of GP 2013, you have to ability to recreate the check stub. Just drill down to a vendor payment transaction and click on the “Re-create Check Stub” button. It will even include any credits that were applied on that payment.

Need GP support? The experienced GP consultants at CSSI are here to help. Contact us to get started.

Do you use the Payables Edit Payment Batch window in Dynamics GP to pay vendor invoices? Did you know that you can choose which columns you’d like to display in this window?

By default, the first column on the right-hand side of the window is Voucher Number. That number doesn’t normally mean anything to someone choosing invoices to be paid. Why not change it to Document Number? Click on the icon circled below and check which columns you want to have displayed. The use the Move Up or Move Down buttons to rearrange the columns.

You can do the same with the columns on the left-have side of the screen.

You can also change the width of each column by clicking on the divider line between each column name and drag right or left to make it wider or narrower.

We hope this tip is helpful — if you need GP support or training, please contact CSSI’s expert GP consultants!

GP Help

Looking for reliable resources for help with GP? Here are a few ideas:

• If you’re working in GP and you’re unsure of how a particular window works or what a certain field is used for, you can access the built-in GP Help by pressing the F1 key to get help about that window.  There you can read information about that window and click on Fields to get an explanation about each field.
• You can also utilize the Contents, Index and Search tabs in the Help window to find information on other GP topics.

Getting GP help with CustomerSource

• Do you have access to Microsoft’s CustomerSource website? 
• CustomerSource gives you access to Microsoft’s knowledgebase, free online training, software downloads and hot fixes.
• You should have someone on your team who is the Administrator and can grant you access to the site.  If you do not have an administrator, contact CSSI for assistance in setting one up.

Do you need GP technical support or training for your team? You can trust the GP experts on CSSI’s team. Please contact us today to learn more.

Ever wonder how to clear a range of transactions in GP when doing bank reconciliation? Here’s how:

• In the Select Bank Transactions window, click to select the first number to be cleared (indicated by the black arrow).  Click on the Select Range button and select Begin Range (or Control-B)

• Scroll down the list and select the last number to be cleared. Click on the Select Range button and select End Range (or Control-E)

• This will mark all the numbers in your range with an asterisk
• Click on the Select Range button again and select Mark (or Control-K)

• All the numbers within your range will now be checked in the C (Clear) column.
• Saves a lot of clicking!

Now that you know how to clear a range of transactions in GP, we hope it will save you time when doing bank reconciliations.

Are you getting top-notch support from your GP partner? You deserve it! Speak to CSSI’s GP experts today to learn how we can provide expert GP technical support for you and your team. Contact us today.

Every GP client deserves to have a Dynamics GP consultant. If you can’t check that box for your company, then you are missing out on all that GP can do for you!

As accounting software and as an ERP solution, Microsoft GP can do so much for your business. It’s quite hard to keep track of, particularly when new versions and functionality keep coming, and new add-on solutions become available. You should look to your Dynamics GP advisor to keep you informed on what’s new, what’s hot, and the many ways that GP can benefit your workflow and business process.

Is your accounting team under-trained in GP? Are you running a currently supported version? Do you have a source technical support and consulting? If the answer is no, then you would likely benefit from a dependable GP ERP system partner.

Are You Receiving Top-Notch GP Advice?

We believe that your Dynamics GP consultant should provide support and guidance in several key areas, with the depth of each depending upon your specific business requirements:

Upgrade Support

Are you keeping current on your GP support, and upgrading regularly to a current version of GP? If you haven’t upgraded in several years, is it due to a lack of implementation support? You should look to your partner to guide you through upgrades, and handle the heavy lifting if necessary. The further you fall behind, the more difficult it is to get current – at times necessitating several version jumps and SQL server changes. Your partner can serve as project manager and make the upgrade painless for you.

Add-Ons & Business Process Improvement

A particular strength of GP is the broad universe of add-ons which are available. Depending on your unique business requirements, you can find the ideal add-on to solve business process challenges: human resources, payroll, budgeting, expense reports, bank reconciliations, supply chain and inventory management, and more. Check out this recorded CSSI webinar covering 36 different add-on solutions in just 45 minutes!

GP Training

As people come and go on your team, it’s helpful to have a trusted advisor who can efficiently train people who are new to the job and your business system with GP workflows and practices. Some common areas of useful training might include:

• Management Reporter
• Smartlist builder
• Using GP as a financial reporting tool
• Training new team members
• Shortcuts and customization

GP Partner of Record

In all likelihood, you have a designated GP partner of record. Hopefully, you know who that is (it’s surprising how often companies can’t identify their partner of record, which is a strong sign that they’ve not been receiving great guidance). If you don’t have a great partner of record, CSSI can guide you through the process. As your partner of record, we can provide a deeper level of support and partnership for you. Click here for guidance on making CSSI your GP partner of record.

CSSI: Dynamics GP Trusted Advisor

The CSSI GP team holds Microsoft certifications and decades of hands-on experience providing a broad range of GP support – everything from consulting to new ERP implementation to upgrades to add-ons and technical support. Our team can provide the project management to support upgrades, and can train new team members. We work with everything from small to mid sized businesses to multinational corporations. Please contact CSSI to learn more about how we become your GP trusted advisor.

Interested in learning how to send vendor payments by EFT in Dynamics GP? In this helpful session, you’ll learn about why and how to utilize EFT for paying vendors.

Here are helpful downloads referenced in the webinar:

Why utilize EFT for vendor payments?

• Save on postage and reduce check-printing and envelope-stuffing time by emailing vendor remittances
• Vendors appreciate having their payments transmitted directly to their bank accounts
• Create EFT payment batches in the same way you create check batches
• GP complies with standard NACHA file formatting

Get Help With GP

CSSI offers GP training, GP upgrade support, and consulting and customization for GP. To get help, please contact CSSI.

Thank you for registering for our May 20 webinar — Sending Vendor Payments by EFT in GP.  You will receive an email confirmation shortly.

We recommend that you add this event to your calendar now:

The webinar will occur Thursday May 20 at 11am.

How To Join The Webinar

When it’s time to join the webinar, click here or go to:
https://bit.ly/3d4bv6a

If you have problems joining the webinar, please call 570-524-4424 for assistance.

Changing GP Font Size

Do you have a Windows 10 machine? And are your GP fonts too small? You’re going to spend long hours struggling to read your screen, which will result increasingly in eye pain and frustration. Don’t settle for font sizes which are too difficult to read. Try this!

1. Log out of GP
2. Right-click on your GP desktop icon and select Properties
3. Click on the Compatibility tab
4. Make the changes highlighted below
5. Under Compatibility mode, check the checkbox and change the compatibility to Windows 8 or 7
6. Click on Change high DPI settings and check the “Override high DPI scaling behavior” box

We hope that knowing how to change GP font size is a helpful tip for you. Do you need more GP technical support or help with upgrades? The GP experts at CSSI are here to help. Please contact us to learn how we can help.