Tag: Dynamics GP

Being a Consultant at KTL and Our Annual User Conference.

In this blog, I wanted to provide a little insight into what it is like to be a Consultant at KTL Solutions and shed a little light on what our user conference is all about from a consulting perspective. I have been working at KTL Solutions as a Senior Business Consultant for a little over three years. In this capacity I have been implementing and supporting Microsoft Dynamics GP, Microsoft Dynamics CRM, and PaperSave along with many third party add-ons. Prior to working at KTL Solutions, I was also implementing and supporting ERP systems for about 20 years.

June 2, 2015

Automatically Tracking Use Tax in Dynamics-GP

This topic may have been posted on the internet by someone else but my clients have asked about this many times so I thought I would write a short blog on how to configure USE tax in Dynamics-GP.

April 30, 2015

How To: Modify Dynamics GP with Modifier and Dot Net

For years I have been creating customizations for Microsoft Dynamics GP using a combination of Modifier and VBA. This has always worked well for me in the past with a few quirks and hiccups in VBA from time to time. I have created simple additional fields on screens, complex logic to enhance our customers business and many other types of projects. All of this has worked well, been easy to upgrade to the next GP version and been basically stable code for many years.

March 26, 2015

Demystifying The Modification Of Word Templates For GP

Prerequisites:

Once GP has been installed – Install the Microsoft Word Add-In from the GP Installation Disk. This will install the Default Word Templates and will add Template Maintenance and Template Configuration to the Administration >> Reports Window.

March 13, 2015

4 Ways to Maximize excel based budgeting in GP

Do you report actual to budget variance and always have a difficult time getting your budget into GP? Below are some suggestions on how to best use excel based budgeting within GP. There are options for users who have budget workbooks outside of GP and just need to load the data as well as users that are just starting the budgeting process and how to build templates and get historical data out of GP for budgeting.

March 5, 2015

Why are my GL Cash Account Balance & Checkbook Balance Different?

In this blog, I wanted to address the variety of factors that may lead to your Checkbook balance and General Ledger Balance differing. Some vital information that should be collected to evaluate why the balances are different are:

What is the difference between the General Ledger Cash Account and the Checkbook balance?
When did the balances between the General Ledger and the Checkbook last match?
Are there any un-posted General Ledger batches?
Are there any Cash Receipts not deposited?
What are the results from the Reconcile to GL function in GP: Microsoft Dynamics GP – Tools – Routines – Financial – Reconcile to GL

February 27, 2015

Can Peer Feedback be Your Best Influencer?

Have you ever had that one friend who was always “down with the trends?” He/she would also have the designer clothes, newest kicks, or best hairstyles before any of it even came into your radar, or better yet before it even hit stores. You would, in some ways, look up to them for advice on where to get these items for; where was the best deal or bargain; and what was coming out next so you could try and prepare yourself for it. They were, in a labeling sense, your “influencer.”

February 9, 2015

How to Pay Employee Expenses by EFT (Part 1)

Why Pay Employee Expenses as an EFT (Electronic Funds Transfer)?
1) Ensure Employees receive their expense reimbursements in a timely manner
2) Save time not printing checks / getting checks signed / stuffing envelopes / mailing payments
3) Automatically Email EFT Remittances to Employees

Steps to Setup the Company Side of the EFT Transaction

Setup Company EFT Information (You will need to work with your Bank for the file layout specifications and preferred transmission method)
1) Go To Financial >> Cards >> CheckBook
2) Select the Appropriate CheckBook

January 2, 2015

PaperSave Version 6.0 – Document Management at the next level

I have been involved in a new PaperSave implementation utilizing the newest version of PaperSave – PaperSave Version 6 and I wanted to provide a summary of my findings. In PaperSave version 6, they have added several new features and have further taken advantage of the browser based technologies. Overall, I was impressed with the product and I think it would be a good addition to any ERP system.

December 10, 2014

Your Thanksgiving Day Dinner vs. Your ERP Project

Tis the season when most get excited about the holidays and gather with friends and family in celebration. For some, the holidays are stressful. There is planning, preparation, execution, and clean up and doing so all on top of your regular daily routines. Oh and it isn’t always just for one holiday but for two, three, or more in a 2 month period. I’m just going to think about Thanksgiving.

November 13, 2014