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Microsoft Dynamics GP 50 Tips & Tricks Laura Nelson, Microsoft Dynamics GP/Ability Financials Implementation & Support Analyst Account Aliases Account Segment Descriptions Unit Accounts Variable Allocation Accounts Fixed Allocation Accounts Mass Modify Accounts

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Microsoft Dynamics GP 50 Tips & Tricks

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Microsoft Dynamics GP

50 Tips & Tricks

Laura Nelson, Microsoft Dynamics GP/Ability Financials Implementation & Support Analyst


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Account Aliases

Account Segment Descriptions

Unit Accounts

Variable Allocation Accounts

Fixed Allocation Accounts

Mass Modify Accounts

Correct/Copy Journal Entries

Speed Up Lookups

Customize Source Document Field

Recurring Batches

Reconcile Daily

Reconcile to GL-PM & RM

Non-Consecutive Accounts Trial Balance

Financial Management


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1.Account Aliases

Financial Management


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2.Account Segment Descriptions

Financial Management


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3.Unit Accounts

Financial Management


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4.Variable Allocation Accounts

Financial Management


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5.Fixed Allocation Accounts

Financial Management


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6.Mass Modify Accounts

Financial Management


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7.Correct/Copy Journal Entries

Financial Management


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Speed Up Lookups

Financial Management

KB 925326-https://mbs.microsoft.com/knowledgebase/KBDisplay.aspx?WTNTZSMNWUKNTMMYKORSXPPNNWUNVVRWVWKNTNUKQZPXMSVKVTZVZKSKXQLQTKUW


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9.Customize Source Document Field

Financial Management


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10.Recurring Batches

Financial Management


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11.Reconcile Daily

Financial Management


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12.Reconcile to GL-PM & RM

Financial Management


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13.Non-Consecutive Accounts Trial Balance

Financial Management


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14.Payment Priority

15.Vendor User Defined Fields

16.Additional Vendor Accounts

17.Recurring Batches

18.Edit Check Batch

19.Edit Check Stub

20.Add Description Field from Invoices to Financial TB

Payables Management


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Payables Management

14.Payment Priority


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Payables Management

15.Vendor User Defined Fields


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Payables Management

  • Additional Vendor Accounts


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Payables Management

17.Recurring Batches


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Payables Management

18.Edit Check Batch


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Payables Management

19.Edit Check Stub


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Payables Management

20.Add Description Field from Invoices to Financial TB


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21.Test Company Warning

22.User Preferences

23.AutoComplete

24.Add to Shortcuts

25.Assign Tasks

26.Quick Links for Websites

27.Turn Off Microsoft Outlook

28.My Reports

29.Custom Links

Help Button

31.Toolbar Customization

System I


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System I

21.Test Company Warning


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System I

22.User Preferences


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System I

23.AutoComplete


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System I

24.Add to Shortcuts


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System I

25.Assign Tasks


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System I

26.Quick Links for Websites


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System I

27.Turn Off Microsoft Outlook


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System I

28.My Reports


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System I

29.Custom Links


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System I

30.Help Button


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System I

31.Toolbar Customization


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32.Post Through/To The General Ledger

33.Post by Batch/Transaction Date

34.Change Printing Defaults

35.Business Alerts

36.SmartLists

37.SmartList Options

38.Advanced Lookups

39.Reminders

40.Default Cash Accounts in each module

41.Use Classes to roll down Information-PM, RM, Payroll

42.Batch Stuck In Posting Utility

System II


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System II

32. Post Through/To The General Ledger


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System II

33. Post by Batch/Transaction Date


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System II

34.Change Printing Defaults


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System II

35.Business Alerts


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System II

36.SmartLists


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System II

37.SmartList Options


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System II

38.Advanced Lookups


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System II

39. Reminders


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System II

40. Default Cash Accounts in each module


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System II

41. Use Classes to roll down Information


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System II

42.Batch Stuck In Posting Utility


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Support Debugging Tool

43.SQL and Script Logging

44.Company Based Color Schemes

45.Print Screen Functionality

46.SQL Execute


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Support Debugging Tool

43.SQL and Script Logging


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Support Debugging Tool

44.Company Based Color Schemes


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Support Debugging Tool

45.Print Screen Functionality


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Support Debugging Tool

46.SQL Execute


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Other

47.Backups-Reports.dic, SysData, SQL, IM.mdb

48.Service Packs vs. Hotfixes

49.Include Application (GP, AF, FRx) in Support Email Subject line

50.CustomerSource


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Any Questions?

Laura Nelson

Microsoft Dynamics GP/Ability Financials Implementation & Support Analyst

lauran@abilitycommerce.com

(320) 796-6245 x5145

Q & A


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