Did you miss our GP team’s most recent webinar on the topic of “Year-End processing tips for Dynamics GP?” Now you can watch the webinar on demand. Check it out:
Need help with year-end processing in Dynamics GP?:
for Beginners FAQ
Microsoft’s tool can be extremely useful for to create a such as , , , and really any kind of . Here are answers to several frequently asked questions about the Microsoft Dynamic GP tool:
Questions answered here:
- What’s the most current version of available?
- What version of will work with my current version?
- What if I’d like to upgrade Management Reporter?
- How do I know what version of Management Reporter my organization is currently running?
- Is there more than one way to add a row to the reporting tree in Management Reporter?
- Most times I need to see results for the year so far, and other times I just want to see results for the current month. How do I change the timeframe for which an runs?
- It’s easier for me to review field mappings in . What’s the easiest way for me to review the row definitions in Excel?
What’s the most current version of Microsoft Management Reporter available?
The most current version of is 2012. It’s the Cumulative Updates (service pack update versions) that you want to keep your eye on since it’s unclear as to whether there will be full future versions of released. The most current version and service pack (CU16) is: 2.12.16002.0
What version of Management Reporter will work with my current Dynamics GP version?
We’re so glad you asked! It does make a difference. Here are the versions of GP that the most current version of will work with:
GP 2013
GP 2013 R2
GP 2015
GP 2015 R2
GP 2016
GP 2016 R2
GP 2018
If you’re thinking about using Management Reporter or upgrading GP, be sure to investigate version compatibility. Not sure where to find this information? Contact us at support@cssi.com and we’ll help you find the information you need.
What if I’d like to upgrade Management Reporter?
Contact us at support@cssi.com for more information. We’re happy to help you out! We can also support and train you on , using this to create , and setting up your / .
How do I know what version of Management Reporter my organization is currently running?
In Management Reporter, click on Help and select About Management Reporter
On the About Management Reporter screen, look for the version information:
Is there more than one way to add a row to the reporting tree in Management Reporter?
a) Right-click and select to insert the new row amongst existing rows:
Click to edit the reporting tree:
Right-click where you’d like to add the new row and select Insert Reporting Unit:
b) Select the row where you’d like to insert the new row and click the Insert Row button:
c) Copy and paste an existing row
Right-click and Copy the row you’d like to duplicate and then right-click and Paste where you’d like it to be inserted
Most times I need to see results for the year so far, and other times I just want to see results for the current month. How do I change the timeframe for which an individual report runs?
a) On the Report tab, you can specify which month you’d like set as your Base Period.
b) Click the Column details icon.
c) In the Periods Covered field(s), select whether you want the fields to register as YTD (Year to Date) or PERIODIC (Periodic). YTD will show any data from the beginning of the year up to the month you’ve selected as your Base period. Periodic will show data only for the month you’ve selected as your Base period.
It’s easier for me to review field mappings in Microsoft Excel. What’s the easiest way for me to review the row definitions in Excel?
a) On the Report tab, select the Rows details icon.
b) Copy the data fields in the Row Definition
Pro Tip: Instead of trying to manually select and copy all the fields, just double-click in the square in the top-left corner of the fields. It will auto-select all data fields in a snap!
c) Open a New Excel Book and paste the data.
Training GP Management Reporter Training Videos
Your Next Steps
Want to learn more about Dynamics GP, receive Management Reporter training, or learn how to create financial statements such as a balance sheet in MR? Join our GP mailing list:
is a powerful interactive financial tool used with Microsoft and other ERP systems. allows Controllers, Accountants, and other Finance team members to create custom reports without the help of their IT team. Ease of use, native Active Directory , and scalability are just a few of the reasons why is a great and tool.
In this recorded webinar, the CSSI Technologies GP team provides a tutorial on for beginners. This is part 1 of a 2 part series (see part 2 here – Intermediate Tutorial).
This includes:
- overview
- structure – and how to build a
- Running reports – sample outputs, and how to export reports to
can be used as a for many different types of reports:
- Statement
Ready to move on to the second webinar in this series: Did you miss the first webinar in this series, GP Intermediate Management Reporter Tutorial? Click here to view.
CSSI can support you with report creation and training using Management Reporter, Power BI, and SSRS (SQL Server Reporting Services) and other tools. Interested to learn how CSSI Technologies can help to support your Dynamics GP usage, or to learn about future webinars? Contact us:
WMS by CSSI is warehouse management software for Dynamics GP. Whether you are implementing your first warehouse management software, or you are seeking to upgrade a Windows Mobile-based system to a system which can work with the Android OS, you will want to take a good look at WMS by CSSI. This is our new warehouse management software specifically developed to run on Android. We baked all of the essential WMS functionality into a tool which is also flexible and customizable — CSSI’s custom software development team can work with you to create a true custom-fit solution.
Do you have an existing WMS? Does it run on Windows Mobile devices? Microsoft will end support for Windows Mobile on 01/14/2020, which means that handheld computers running this OS will not have the support for bugs and viruses which you require as an enterprise user. If your WMS does not accommodate Android devices, speak to CSSI to learn about your options.
Click to learn more about WMS by CSSI:
https://cssi.com/software/wms-warehouse-management-software-for-dynamics-gp/
Have you ever thought that you could save time (and wasted clicks) by customizing your GP home page to suit your specific needs? Did you know that it is indeed possible?
The CSSI GP team has prepared this brief tutorial to show you how…
How to customize your GP Home Page
| 1 – How to change Navigation Pane Options
|  |
| 2 – How to customize the Toolbar
|  |
| 
|
|  |
|  |
| 3 – Quick Links
|  |
|  |
| 4 – Shortcuts
|  |
|  |
|  |
| |
| 5 – My Reports
|   |
|  |
| FYI: The due date for providing Forms 1095-C to employees was extended to March 2, 2018. The IRS filing deadline of forms 1094-C & copies of the 1095-Cs remains the same: paper filing needs to be done by Feb 28, 2018 and electronic filing (required for employers with more than 250 1095-Cs) must be done by April 2, 2018. | |
| Or, if you edited the tax tables manually, here’s a screenshot of the Married Annual FED tax table. |  |
Do you have questions? Contact CSSI at 570-524-4424
Interested to learn more about customizing your GP home page and other useful tips for GP? Need GP support from CSSI Technologies? Contact us:
It’s that time of year… time to update GP with payroll tax tables for 2018. The team at CSSI prepared this brief tutorial to help you get it done right the first time.
To download and print these instructions, click here: [Download not found]
How to update GP Payroll Tax Tables
| 1 – Have all users log out of GP 2 – Log into GP as the ‘sa’ user 3 – Go to Microsoft Dynamics GP > Maintenance > U.S. Payroll Updates > Check for Tax Updates | |
| 4- Select the Automatic method then click Next |  |
| 5 – Enter your Authorization Number. This is your Authorized number with CustomerSource, which is normally your phone number (with the area code and no punctuation). Click on Login. |  |
| 6 – The tax tables will update. Click on Finish after the updates have been applied successfully. |  |
| 7 – You can verify that you have the latest tax update by going to Microsoft Dynamics GP > Tools > Setup > System > Payroll Tax. The “Last Tax Update” field should have the date of 1/19/18. |  |
Note: If you receive the error below when trying to run the update, close out of GP then right-click on the GP icon and select Run as Administrator.
Do you have questions? Contact CSSI at 570-524-4424
Interested in receiving more tips, tricks and advice for Dynamics GP? Join our mailing list…
| It’s the end of the year and you are trying to encourage your Microsoft Dynamics GP users into staying logged out of company related windows as you work to complete year-end close. You send blast emails, make calls and even send a few instant messages to schedule the process, yet you still find that there are folks that just didn’t get the memo. This same scenario also crops up when you try to perform file maintenance, even though it is often scheduled and thoroughly communicated. After the battery of unread emails, missed calls and so on, you find yourself wishing there was an easier way. Microsoft heard your pleas and added a feature in Microsoft Dynamics GP 2013 R2 that allows you to take a company offline. This should help keep your busy bee Microsoft Dynamics GP user’s company activity to a minimum during year-end close and for file maintenance. Continuing to schedule these procedures along with this feature should help minimize interruptions and frustration. As you know, new features are released all the time in the software world. Mass emails are typically sent out to make users aware of the changes, the benefits, and how they can increase productivity. But new tools are only beneficial if you know how to use them, and we all know that between meetings, conference calls, and other things that flood our busy workday, it’s not always easy to keep up. CSSI Technologies is here to help. We’ve created an easy-to-use, comprehensive guide on how to take a company offline in Microsoft Dynamics GP. Here’s what you need to do: | Download this information as PDF – click here!
|
1) Start by going to Administration > Utilities >System >Take Company Offline. Select a company and click on the Insert button to move the company to the Offline Companies section. You can insert multiple companies one at a time, or use the Insert All button to insert all companies.
Pro Tip: When you select a company in the Offline Companies list, you can see how many Current Users are logged into that company. Click on the blue hyperlink “Current Users” to see the list of User ID’s.
2) You can establish a message that will be shown to any user that attempts to log in to a company after it has been taken offline. Select “Default” to utilize the default message, or “Custom” to provide additional information to users. Users that are currently working in the company until they log out. Once they log out, they will only be able to log back in to the company if they have offline access.
3) Once you are finished, click on the OK button in the bottom right-hand corner.
If users are logged into the companies that are being taken offline, a message appears asking if you would like to send those users a message.
4) If you click “Yes,” the Send Message window appears.
5) Users will see either a “Task” on their Homepage:
Or they will receive a popup message:
6) When users try to log back in, it will be indicated that the company is offline in the Company name:
7) If they select the offline company, they will receive this message:
Earlier, we mentioned that the only way a user could continue working in an offline company was if they were granted offline access. Here’s how to grant a user offline access:
8) Go to Microsoft Dynamics GP > Tools > Setup > Company > Company. Once you’re on the Company Setup screen, specify the user you would like to set up by entering the User ID in the “User with offline access” field. Be sure to click OK in the bottom right-hand corner to save your changes.
While this feature is very easy to configure, the CSSI team still recommends scheduling year-end close and file maintenance. With the support of our team and this Microsoft Dynamics GP feature, we hope that your year-end and scheduled file maintenance procedures will become frustration free and painless. If you have any questions, our Microsoft Dynamics GP support team is always happy to help! We can be reached at support@cssi.com or at 570-524-4424.
Did you find this GP info helpful? Join our mailing list for more pro tips and info…
Microsoft Dynamics GP users — it’s time for year-end processing. To help you out, the GP team at CSSI has prepared an update guide with a whole bunch of notes and time-saving tips. Our free Microsoft Dynamics GP Year-End Processing Guide contains tips and guidance on:
- What to do before your year-end close
- Recommended order for closing sub-ledgers
- Modules which are mandatory vs. optional for year-end closing
- Notes on tax-table updates
| Click here to get your free download: [Download not found] |
CSSI is a certified Microsoft Dynamics GP partner with over 25 years of experience supporting Great Plains ERP users in Pennsylvania, Delaware, Maryland, New Jersey and New York. CSSI works with GP users in a broad range of industries, such as manufacturing, distribution, warehousing, construction, hospitality, healthcare and education. CSSI’s team of experienced GP and accounting professionals is complemented by teams dedicated to custom software development as well as auto ID (barcoding and RFID) and mobile computing technologies.
Ready for the 2017 Dynamics GP Year End Update?
Time is running out on 2017… if your business runs on , have you implemented necessary updates?
The CSSI GP team is busy doing updates for GP2013, GP2015, and GP2016. There is no for GP2010, so if you’re still on GP2010 we strongly recommend you consider upgrading. Please note that the of mainstream support for GP2013 is April 10, 2018. GP 2018 will be released on 12/1/17.
In reviewing available updates, here are some of the key notes from CSSI’s experts:
- There are no W-2 or W-3 Form changes
- There are required EFW2 changes. However, if you use Greenshades to do your electronic W-2 filing this is not required
- There are product quality fixes around for –
- Affordable Care Act – there are form and code changes – is required if you print 1095-C’s from GP
- There are fixed asset luxury auto depreciation changes
- There are no payables form changes
- Microsoft initiated a “jumping” cycle this . You must be on a certain version to upgrade/install the – .
- GP2013 users – to install the 2017 you need to be on 12.0.2104 or later.
- GP2015 users – to install the 2017 – you need to be on 14.00.0983 or later.
- Jumping cycle does not apply to GP2016.
- Please note – if you install the 2017 US , on GP 2013 or GP 2015, you will be “stuck” on this version and cannot upgrade until after the Canadian is installed. The release of the Canadian is about a month away.
The can be installed any time from now through running the last for 2017.
| Helpful GP info from Microsoft
Microsoft has released a year end blog series. It’s packed with information about year-end processes by module. It also includes links to the download files for those of you who perform your own year-end updates: The following link itemizes the list of fixes specific to each GP version: |
Contact CSSI to learn more about receiving assistance with your year-end GP updates.
Microsoft Dynamics GP is a comprehensive ERP / business software system ideal for SMB (small and medium-sized businessess). With a user base numbering in the tens of thousands, and the powerful backing of Microsoft, GP provides a robust mix of solutions for many different types of businesses. Did you know that CSSI provides Microsoft Dynamics GP support?
Dynamics GP includes solutions to cover:
- Bookkeeping and financials
- Inventory management and support for operations
- Sales / Service
- Business analytics and reporting
- HR and payroll support
As with any complex ERP software, a great partner providing Microsoft Dynamics GP support is critical for success. Cumulatively, CSSI’s Pennsylvania-based team has decades of experience in GP, working with businesses as varied as manufacturing, distribution, education, retail and healthcare. The team prides itself on friendly, prompt and effective service, which is why our customer retention rate is outstanding.
Contact CSSI to learn more about our support for Microsoft Dynamics GP. Not in PA? No worries, we’ve got customers nationwide!