When printing checks, is your starting check number always wrong? To reset the Next Check Number, go to Financial > Cards > Checkbook. Select the Checkbook ID. Change the Next Check Number field then click on Save.
CSSI offers friendly GP support. Please contact us if you have a need!
Keep Track of Unused Check Numbers
Many times, check stock will be forgotten in the printer and then printed on by accident. If you would like to keep track of wasted, unused check numbers in GP, here is a simple method.
Your zero check will now appear in the Checkbook.
If you need more Dynamics GP tech support, please contact CSSI for help. We can help with troubleshooting, training, customizations, and 3rd party app support.
If you are processing EFT for payables in GP, you can now post to the Bank Rec by batch total, instead of individual payments. This was a new feature added in GP 18.5. Simply go the Purchasing > Setup > Payables and check the “Allow Summary Post to Checkbook for EFT/CC.
When marked, if an EFT batch of vendor payments is posted, the Bank Reconciliation is updated with a single EFT payment that you can drill down on to see a breakdown of the detail.
Note that this feature does not apply to Manual Payments in GP and this new field in Payables Setup will not be enabled automatically at time of the upgrade of your system.
Please contact CSSI for GP support. Our consultants will help you with technical support, upgrades, new user training, and more.
Does your business maintain inventory and have warehouse workflows such as receiving, picking, and shipping? How do you manage these processes? Companies which utilize manual processes often find that the resulting inefficiencies and inaccuracies can cause real financial pain over time. For that reason, the Warehouse Manage System was invented — taking advantage of mobile computer and barcode scanning technology to improve operations!
A WMS is software built specifically to manage inventory management and warehouse workflows such as receiving, picking, and shipping. Modern WMS software is designed to run on the small screens of handheld computers, providing a convenient way for warehouse workers to update the system as they perform their tasks throughout the day. A WMS will improve inventory accuracy, save time for workers, and accelerate their receiving/picking/shipping duties. By integrating with your accounting system, such as Dynamics GP, the WMS keeps your inventory records up to date. Read more about the power of warehouse management software.
With decades of expertise in both Dynamics GP and warehouse technology, CSSI was well-situated to create a WMS built specifically for GP. Our WMS is a user-friendly front-end interface which resides on mobile computers used by your warehouse team. Our workflows will guide your users through tasks, which ensures accuracy and assists in training new employees.
There are many WMS products out there. Why choose a product built just for GP?
To discuss your needs and learn more about how CSSI’s WMS for GP can be a fit for your business, please contact us to arrange a WMS demo.
A’ Go To’ option has been added (also in GP 18.4) to the Sales Order Processing Document Inquiry and the Sales Document Range Inquiry windows to view a document in either the Sales Transaction Inquiry Zoom or Sales Transaction Entry window. To get to these windows, go to Sales > Inquiry and select either Sales Document or Sales Range Inquiry.
Select a document then click on the “Go To” button and select which window you want to use to view the document.
For more help with GP, please contact CSSI. We can provide:
Here’s a new Dynamics GP feature which was added in the GP 18.4 release – how to save inquiry window sort options.
This option is available in the following windows: Receivables – Transaction by Customer, Receivables – Transaction by Document, Sales Item, Payables – Transaction by Vendor, Payables – Transaction by Document, Bank Reconciliation – Checkbook Register, Checkbook Balance.
Select your default Sort by option then click on View > Save Window Preferences.
In addition to the sort options being saved, the “Include” Type (Work/Open/History) will be saved, along with the size of the window if you change it.
These saved default settings are per individual user and are system wide, so the saved setting will default for any company that user logs into.
Hope that learning how to save inquiry window sort options is helpful for you! For GP technical support or help with upgrades, please contact CSSI.
Here is an easy way to find everywhere that a particular dollar amount posted in GP. Maybe an aging report doesn’t tie out to the corresponding GL account. If you’re lucky, the amount of the difference could be one transaction. Look for that amount with another Financial Accounts Transactions SmartList.
Open SmartList and expand the Financial folder then the Account Transactions folder.
Start with an existing list that contains the columns you want displayed in this new list.
Click on the Search button. Filter on Debit Amount or Credit Amount. Add a Date Range filter, if needed. If you first searched on Debit Amount and didn’t get any results, try searching on Credit Amount next.
Click on OK to view results.
Remember, you can always double-click on a row to drill-down to the transactions.
Click on Favorites to save the new list with a new name.
If you need Dynamics GP support, or if you are ready to upgrade GP, we can help! Contact CSSI for help with GP.
If you’ve ever needed a way to find all transactions that posted to a particular GL account by Vendor or Customer, here’s an easy way. Use a SmartList.
Open SmartList and expand the Financial folder then the Account Transactions folder. Start with an existing list and modify it.
In this case, we are going to create a list of all postings to the Accounts Payable GL account and include the Vendor ID, Vendor Name and Document Number.
Click on the Columns button. Select Add to add columns. Select a column that you do not want included and click on Remove.
Rearrange the order of the columns by first checking the box to the left of the column name then use the up and down arrows on the right side of the window.
In the screenshot below, the “Originating” columns contain information from the originating transaction. If you are viewing GL transactions that originated in accounts payable, then Originating Master ID represents Vendor ID. If you are viewing GL transactions that originated in accounts receivable, then Originating Master ID represents Customer ID.
Next to filter your list on GL account number, date, etc., click on the Search button. Select a column name in each Search Definition field. In our example, we’re including all transactions that posted to the Accounts Payable account for a specific TRX (Transaction) Date range.
When creating a new SmartList favorite, always be sure to increase the number of maximum records that will be searched. This normally defaults to just 1,000.
To save your new list, click on the Favorites button. Type in a Name then click on Add > Add Favorite.
The results will look something like this:
Do you need GP support? Please contact the GP advisors at CSSI Technologies. Click here to get started.
Ever wonder how to turn off those pesky Posting Journals that no one ever looks at, … or that you print to the screen or cancel?
Here’s how to do it!
That’s it!
CSSI’s team of GP experts are available to help you troubleshoot or upgrade your GP installation. Please contact us for help with GP.
The GP Account Rollup Inquiry screen allows you to summarize information from GL several accounts and display this information in several ways such as Current and Previous years, Actuals vs. Budgets with variances. Use this as a quick way to view a sum of a group of related accounts.
1. Go to Financial > Inquiry > Account Rollup
2. Enter an Option ID
3. Press the Tab key
4. Select Yes to add this option
5. In the Sort By drop-down list, select the G/L account segment you want to use to sort the information that will be displayed.
6. Select the number of columns of information you want to display
7. For each column of information, enter the column heading you want to use, and the Type of information you want to display. If you selected Budget type, click on the lookup icon to the right of Selection to select your Budget ID. If you selected Calculated type, click on the blue arrow to the right of Selection to open the Account Rollup Inquiry Calculated Column window.
8. Enter restrictions to define the account segment ranges you want to use in this inquiry. You can set up multiple ranges for a single segment.
9. Click on Save
10. Go back to the Option ID you created and click on Redisplay. You can choose to display either Net Change amounts or Period Balances.
11. Click to select an amount then drill-down on one of the blue underlined column headers to see the account breakdown.
Need more help with GP? Please contact CSSI for expert GP support.
