October 11, 2010

GPTip42day - General Ledger enhancements in GP2010

Exclude Inactive Accounts in Accounts Lookup

You can now exclude all inactive account records from the Accounts lookup window.

Clear recurring batch amounts

You can now clear the distribution amounts for all transactions on recurring batches after posting a batch. You can navigate through the distribution lines and enter new amounts for each period.

Combine multiple General Ledger Budgets into a single, Master Budget

You can combine multiple General Ledger budgets into a single, Master Budget, one budget at a time. The Master Budget can be completely new and have its own Budget ID, or it can be one of the original budgets. This feature is helpful when multiple departments in your organization create their own budgets, which must then be consolidated. The new Combine Budgets window simplifies this process.

Create budget transactions
You can now create a transaction directly against a budget. You can view a list of budget transactions, make adjustments, and then update the budget from the list.

Comply with International Financial Reporting Standards (IFRS) requirements
GP2010 now includes features that meet compliance standards for IFRS. You can identify transactions for local GAAP, IFRS, or other accounting purposes, and you can define ledgers for each purpose. You can select one or more ledgers for financial reports and inquiries. Also, you can generate distributions automatically as part of the year-end closing or currency revaluation process.

October 9, 2010

GPTip42day - Emailing Documents in GP2010

In GP2010, you can embed any of a number of documents into the body of an e-mail message or send documents as attachments.

You can send a single document, batches of documents, or send multiple documents using the Lists functionality in GP. When setting up e-mail functionality, you can select which documents can be sent and which customers and vendors should receive their documents via e-mail.  If you are using Word templates for Microsoft Dynamics GP, you can send predefined or customized forms.

The following documents can be sent via e-mail from within GP –

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A document can be sent in HTML, XPS, PDF, or DOCX file format type.  You can also combine multiple documents to be sent in a single e-mail.

October 6, 2010

GPTip42day - New Features in GP2010

Over the next few days (weeks?) we're going to focus on some of the cool new features that GP2010 provides that weren't available in any previous versions of GP.  There's a document available from Microsoft that lists all the new features, but for those who don't like reading long documents, we'll present the interesting stuff here in bite-size pieces and instructions on how to do the setup, if necessary.

Viewing Reminders as Cues or Text

You can specify to view predefined reminders and customized reminders as text or as Cues in the Home Page. A Cue is an icon that increases or decreases in height to indicate the number of records in a particular reminder category.
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To change from Text to Cues, or vice versa, on the Home Page, above the Reminders box, there's a pencil icon.  Click the pencil to open the To Do Details window, then click on the blue arrow to the right of Reminders to open the Reminder Preferences window.

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Place check marks in the Display as Cues boxes as desired.