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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

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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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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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

[email protected]

(320) 796-6245 x5145

Q & A


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