1. Presented by Zara Beckstein Dynamics GP Consultant
50 Tips in 50 Minutes
Presented by Zara Beckstein
Dynamics GP Consultant

2. Tips will cover:
System GL
Purchasing
Sales
Reporting
Security
Support

3. System Explore GP with Better Navigation
Use the Navigation bar on the left and the Home Pages for each section to better display all the options in Dynamics GP
Brighten Things Up with Red Required Fields
Go to User Preferences on the Home Navigation Bar and click the Display button
In the Required Fields section, set Font Color to Red and Font Style to Bold
Clarify Processes with Window Notes
Each window has a note icon that stays with that window. Use this for data entry tips specific to your organization
Speed Things Up with Quick Links
Use Quick Links on the Home page for fast access to favorite windows, navigation lists, web pages, external apps and files.
Click the Pencil to edit and select Add or Modify to change. Use Up or Down to change order.
Improve Organization on the Navigation Bar
Reorganize the Navigation Bar for faster access to highly used areas
Click Configure Buttons on the bottom right. Click Navigation Pane Options
Use this to turn buttons on or off and reorder the navigation pane buttons

4. System Gain Insight Into the Home Page Metrics
We have a PDF that documents each home page graph along with its associated windows
Get New Benefits from User Classes
With the changes to GP 10 security, User Classes are less important but they are still useful
Roles are still used with Organizational Structures, Smartlists, Field Level Security and Navigation Panes
Think differently about how you organize user classes. Now they can be used independently from security
Take Control with User Classes and Smartlists
One option for a new use of classes is for better control of Smartlists
Open Windows on Startup with the Shortcut Bar
SA can assign a Smartlist, Window, Web Page, etc. to a User Class
All users in the class get the assigned item on their Home Navigation Bar and they can’t delete it
As SA, select a class, right click and select Add. Follow the prompts to add a Smartlist, Window, Web Page, etc.
10. Resolve issue by turning off Outlook connections
As great as the Outlook connection is, some companies want to turn it off.
It can be turned off with the Customize This Page link on the Home Page

5. System Use reminders to track information
Reminders are tied to Smartlists. Use these to know when checkbook balance is low, or customer hits a high balance, or anything you can query in a Smartlist!
Create Macro’s for routine jobs, such as MSS Import, MSS Auto Apply, AR Aging, etc.
Use Lists to view transactions, make new transactions, modify and run reports
14. Change system date if needing to do many transactions in a different date
15. Copy and Paste Header with Data in SQL Management Studio (Geek Alert)
SQL Management Studio doesn’t copy headers with data by default. The setting to change this is in Tools | Options | Query Results | SQL Server | Results to Grid |check the box "Include Column headers when copying or saving the results.“

6. GL 16. Correct entries that didn’t originate in the GL
By default entries not originating in GL can’t be changed with GL correction entry
This is controlled with a setting in Get an un-posted entry for posting or adjustment
17. Control Entry with Allow Transaction Entry
Force sub ledger entries by preventing journal entries to certain accounts like AR and AP
Cards->Financial->Account, Key or Lookup Account
Uncheck Allow Account Entry
Before closing the year in General Ledger, run the Account Lists report to verify Posting Type
Reconcile to GL tool
Exports to Excel for auditing
Use recurring batches for accruals and deferral
Anything you would enter on a monthly or quarterly basis

7. GL Improve consistency by copying GL Distribution References
-Use show all button to open this part of the GJ
22. Clean lookups by removing Inactive Accounts
-Make sure account is at zero and will not need the history
Control closing with Mass Close
-Makes sure any straggling period is closed. Then only open appropriate period/series as needed. Great for year end!

8. GL – Bank Reconciliation
24. Control Bank Reconciliations with Grace Periods
Bank Reconciliation uses an 8 day grace period by default for items outside the cutoff date
This can be changed with each reconciliation to provide a larger or smaller window
This setting can only be changed per reconciliation. There is no global setting to change this
Electronic Reconcile
Simplify manual matching , reducing time spent marking off the transactions
Use Custom Link to access Bank Website
One click within GP to go to Banking Website

9. Purchasing 27. Smooth Accounts Payable with Scheduled Payments
Schedule payments can be used to setup regular payments with or without interest for things like loans and leases.
28. Setup multiple purchase expense accounts for a vendor or vendor class
This can be great for vendors with fixed expense accounts
Watch using this on vendors who may be on different branches, companies
29. Use the 1099 Details window to correct 1099 amounts
The is the easy way to fix amounts
Note! If AP Reconcile is run, these amounts are removed
30. Use named printers to set the check printer
Avoid printing checks to the wrong printer
31. Prioritize vendors to control check runs
Vendor classes can help with this too

10. Sales 32. Speed Up AR Aging by NOT Printing the Report
AR Aging is a routine run at regular intervals
Turning off the option to print the report after aging can significantly speed up the AR Aging process
33. Speed Up MSS Auto_Apply and AR Trial Balance with Paid Transaction Removal
With a large number of open transactions, the MSS Auto_Apply and AR Trial Balance can bog down and move slowly
The only solution is to run the Paid Transaction Removal routine
Run the Paid Transaction Removal Routine in AR
Paid Transaction Removal moves paid transactions from Open to History. It does not delete data
34. Enter negative cash receipts. (New!)
35. Can create recurring cash batches. (New!)
Control Write Offs with A/R write off vs. credit memo posting

11. Reporting
37. Distribute FRx Reports Directly as Excel Files for Greater Compatibility
In FRx on the Output Tab, Output options, change the default FRx Drilldown Viewer to Formatted Excel
38. Improve Custom Report Writing with a Table Reference
Determining the appropriate tables for Dynamics GP can be time consuming using standard GP resource definitions
Use our Excel based Table Reference instead
39. Control Smartlist printing with Column widths
The width of the column on screen in a Smartlist controls the width on the printed page. Shrink these to fit for printing.
40. Use the lists to print reports based on filters
Once displayed, click on reports , print

12. Reporting 41. Get Reporting Flexibility with Excel Report Builder
If you like the new live Excel reports, you can build your own with Excel Report Builder
Tools->Smartlist Builder->Excel Report Builder
Setup tables and fields
Click Publish to create report, connector and set permissions
42. Make options in the reports, to save commonly used parameters
In reports, click new and give the option a Title
43. Add to my reports for quick access to regularly run reports
In reports, click on “My reports”

13. Security
44. Understand Security With Information About the Default Security Roles
There is a document which lists all the default GP Roles and descriptions of how they are used
It provides a great starting point for working with security
Download it here:
45. Turn on Activity Tracking
This allows you to review who has access to what windows by seeing windows opened/closed, when records are updated, processes are ran
Can control what areas are monitored and who is being monitored
Can print out reports (custom) from table results

14. Support Get Group Help with Social Media – Blogs, Twitter, YouTube
MyGPSearch.com
Watch Your Way to Greatness with CustomerSource Online Training Videos
Login to CustomerSource
Visit Training and Certification on the left
Select eLearning
Please see Mark Polino’s web site. He does weekly tips, SQL Scripts, downloads, etc.
49. Check out the book! Microsoft Dynamics GP 2010 Cookbook
50. As always…Contact us!

15. Thank you for attending!
…Time to let your mind catch up
Question and demo time.