1. Your Partner doesn't communicate with you.

How often do you have a sit down with your Dynamics GP provider to talk about what is happening with your business and how your system is working? If your partner isn’t connecting with you regularly, then they are not aware of how your business is growing and how Dynamics GP can help you manage and maintain that growth.

It's that time of the year again! It's time to close the books for 2015. We're here to answer common questions related to year-end closing procedures in Microsoft Dynamics GP.

You have just completed a project in GP and you are ready to close it - or so you think! You go through the "Project Closing" window and it indicates that the project is not ready to be closed. "What do I do now," you may ask.

If you think you have everything completed for a project and you are not sure why it will not close, you may want to run the PA Reconcile utility.

One of the new features of Microsoft Dynamics GP 2013 R2 is the ability to copy information from an Excel Spreadsheet and paste it into a General Ledger entry in GP. For any of you that have used Integration Manager to import General Ledger transactions into GP, you are probably jumping up and down with joy and high-fiving everyone at the office. A process that used to involve preparing your Excel document, saving it as a tab-delimited file, configuring your integration, and then troubleshooting any errors you might receive with your integration has been simplified into preparing an Excel document and simply pasting it into GP. Neat right? The only thing to keep in mind is that your columns have to be ordered in this sequence: Description, Account Number, Debit, and Credit.

It's that time of year again! Time to generate and send out 1099s to your vendors. Luckily, Dynamics GP has this functionality built in. All you need to do when entering a new 1099 vendor is specify that they are a 1099 vendor in their vendor card. Then, at the end of the year, you can print 1099s for all vendors that you have set up. All of the calculations are done for you.

One of our clients discovered a minor, but annoying issue just after their 2014 Year End Payroll Update had been installed. They noticed that they could no longer delete or insert Purchase Order lines while entering a Purchase Order.

I have been noticing a number of different links and features as I have been working in Dynamics GP 2013 that may not have been in earlier versions, or I just didn’t notice them before. I have checked with a number of our clients, and they didn’t seem to know they were there either.

I was working in a SmartList in Dynamics GP 2013 the other day, and noticed a cool little feature that I hadn’t used before and has turned out to be quite a time saver.

Occasionally in Dynamics GP you will need to void an Accounts Receivable transaction. Voiding a transaction in Accounts Receivable differs from voiding an Accounts Payable transaction in that there is only one place to go to in AR: Posted Transactions. To get to this window go to: Sales > Transactions > Posted Transactions.

In the Receivables Posted Transaction Maintenance window, enter or select the customer for the transaction you wish to void. Then you will want to select the Document Type of the transaction you wish to void. Options include Sales / Invoices, Debit Memos, Finance Charges, Service / Repairs, Credit Memo, Returns, Payments. Once you select the type you can click the looking glass next the Number to select the transaction.

Recently, I noticed a client scrolling through an invoice in Dynamics GP Sales Order Processing to review a specific line item. The invoice contained over 50 lines, and scrolling was not an efficient way to find the line item. There is a line item search feature that allows for searching large invoices for specific items in Dynamics GP.

This search feature works with all SOP Types: Orders, Fulfillment Orders, Backorders, Invoices and Returns. The steps are identical if you are using the Dynamics GP 2013 Web Client. In the invoice example below, simply click the down triangle that appears in the blue bar above the line item entry fields.

It's the time of year for generating and sending out 1099s to vendors. It's the time of year for generating and sending out 1099s to vendors. Dynamics GP has this process built in. You mark a vendor as a 1099 vendor, and then at the end of the year you can print the 1099s. It does all the calculations for you. This is great, until something happens that causes this number to be incorrect in the report. The great thing is that editing 1099s in Dynamics GP is a simple process. Often what is more difficult is determining what the correct number should be.Dynamics GP has this process built in. You mark a vendor as a 1099 vendor, and then at the end of the year you can print the 1099s. It does all the calculations for you. This is great, until something happens that causes this number to be incorrect in the report. The great thing is that editing 1099s in Dynamics GP is a simple process. Often what is more difficult is determining what the correct number should be.

Of course, when it comes to generating 1099s, the first thing you want to do is verify that all your 1099 vendors are designated as such in their Vendor Card. The easiest way to see which Vendors are currently 1099 vendors is to use a SmartList. There is a default SmartList that works great for this. In SmartList, go to Purchasing > Vendors and select the 1099 Vendors* List. This list will populate with any vendors that are marked as a 1099 vendor. From this list you can drill into the Vendor Card to make any changes. If you do not see a vendor in your list that should be a 1099 vendor, you will need to go into their Vendor Card and make them one.

Sometimes a transaction in Dynamics GP needs to be voided. This can happen when an invoice is entered in error or incorrectly, or check was lost or destroyed and needs to be reprinted. In order to correct an invoice, you need to void the incorrect transaction, and re-enter it correctly.

If an invoice has been paid, or a payment applied to it, you will need to void the payment before you can void the invoice. To void a payment in Dynamics GP, go to Purchasing > Transactions > Void Historical Transactions. In the Void Historical Payables Transactions window, enter or select the vendor for the payment you want to void. Then mark the check box in the void column next to the transaction you wish to void. Then click the Void button.

Every so often I come across a client that has been using Microsoft Dynamics GP since the early Great Plains Accounting days. They have done things the old way for so long, they are not aware that there are better options available in the system for completing their daily tasks.

A recent example of this occurred with a client that was using Sales Order Processing. To return inventory, they would select an SOP Type as Return, select the customer, enter the returned items, verify the quantities and price, etc.