Category: GP (Great Plains)

This post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Default 1099 to Single Feed Financial enhancement.

For ease of use, often the option that defaults is best to be the one that people use most often. We have responded to that need throughout the years and this feature is one of those. In the Dynamics GP Fall 2021 release for Payables Print 1099, we default the form type to Single Feed instead of continuous.

The goal is to reduce the number of clicks and make it easier to navigate the windows.

This post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Copy Payroll Transactions from Excel Payroll enhancement.

Many people use alternate methods to track hours for employees. Because of this, in Dynamics GP Fall 2021 we have added the ability to paste US Payroll transactions from Microsoft Excel directly into Payroll Transaction Entry.

A paste action item has been added to the ribbon in Payroll Transaction Entry. When you are entering a new batch you copy the transactions in Excel, then select the Paste action in Transaction Entry. This will create the transactions in the batch. The paste action is only available with an empty batch.

During the paste, the system will create each line and default existing information from Payroll for fields that are not included in Excel. A validation report will print and display any errors found prior to pasting the transactions. If there are any validation errors, the paste process will not complete and no transactions will be added to the payroll batch.

This will help you add transactions more quickly and accurately into Payroll Transaction Entry to complete the payroll processes.

Continue reading “Microsoft Dynamics GP October 2021 Release Feature of the Day: Copy Payroll Transactions from Excel”

This post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Project Code Modifier Project Accounting enhancement.

In Dynamics GP Fall 2021 you now can update the following Project fields:

• Contract Number
• Contract ID
• Project Number
• Project ID
• Cost Category ID

Once you select the code type, you can enter or select from the lookup an existing Old Code and then type in the New Code you want to replace it with.

This update will require you to enter a completely New Code, you cannot enter an existing code to combine two codes.

A Code Modification report will be printed which tells you what was changed and where it was changed once you select the Update action button.

This post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Remove Carbon Copy email in Workflow Maintenance System enhancement.

In workflow notifications, you can setup carbon copy emails for each of the notifications. The difficulty was previously, you couldn’t edit those carbon copy emails. With this new enhancement, you can delete the carbon copy emails with the delete option added to the line. This will delete all the carbon copy emails, so you can ensure the right individuals are receiving notifications.

This post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the SafePay — Display employee name from Check Payroll enhancement.

SafePay is the process that creates a file that can be sent to the bank to indicate what checks were written, when they were written and who they were written to. This enables the bank to verify any checks that are presented for payment against the business records. In Dynamics GP Fall 2021 Microsoft now include the name of the employee from the payroll check as it is stored in check history instead of Employee maintenance.

Continue reading “Microsoft Dynamics GP October 2021 Release Feature of the Day: SafePay — Display Employee Name From Check”

This post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Sales Inquiry GoTo Financial enhancement.

In the Sales Order Processing Document Inquiry window, today, the default action on the zoom for the transaction is to navigate the user to the associated Inquiry window for the document that is selected in the window. This new enhancement, has added a GoTo drop down to the Sales Documents and Sales Document Range Inquiry to allow the user to choose to where to navigate.

I think this addition will be quite popular with clients; it’s always seemed a little odd that you couldn’t drill from the document inquiry to the entry window.

This post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Workflow Approvers Count System enhancement.

An option has been added to the workflow completion policy in the Workflow Maintenance window (Administration area page » Setup » Company » Workflow » Workflow Maintenance), allowing you to set a Number of Approvers with a count instead of the existing options for only one response, majority or all must approve.

For this completion option, when the number of approvals replied has reached this count, then the workflow step will be marked as complete and will be sent to the next step in the workflow.

This is a good addition to workflow which gives a good level of control over the number of approvals needed.

This post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Save Settings for All in One Viewer Financial enhancement.

Microsoft have added the functionality to save the filter and preference settings for the All In One View windows on a per user basis when they log out of Dynamics GP and log back in.

Previously, if they logged out, those settings were discarded and the user had to set the parameters again when they enter the All In One View window. The settings are automatically saved when the user closes Dynamics GP.

I’m actually split on what I think about this enhancement. While I can see it sometimes being beneficial to remember the settings, having the window working to a basic set of defaults whenever opened for the first time, can also be beneficial.

This post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Default Email on form 1096 Financial enhancement.

For Dynamics GP Fall 2021, we have adjusted the functionality for the Payables Form 1096. Now, the email address on the Print 1099 window will default from the Internet address information setup on the company address ID.

Continue reading “Microsoft Dynamics GP October 2021 Release Feature of the Day: Default Email on form 1096”