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Managing Inactive General Ledger Accounts within Dynamics GP

Posted: Jan 26th, 2016

This topic came up when three of our senior consultants were performing a site visit with a client and a user asked the question...

”Is there a way to filter or exclude any inactive GL accounts from the Account Lookup window in Dynamics GP?”

Inactivating an account is a great way to discontinue the use of a general ledger account and prevent users from accidently using the account.

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Workflow 2.0 Configuration and Table References

Posted: Jan 25th, 2016

With the release of Dynamics GP 2013 R2 and the subsequent release of Dynamics GP 2015 and 2015 R2, the new Workflow 2.0 functionality was introduced and various workflow types were available.  As of the release of Dynamics GP 2015 R2, there are a total of 11 workflow types available for the Purchasing module, General Ledger batches, Payroll self-service components, and the Project Accounting module.

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Thoughts about Program Managers from a CRM Consultant and Support Engineer perspective

Posted: Nov 10th, 2015

There’s quite a few articles that discuss the benefits of Program Managers and Program Management, but I’m going to give my perspective from my experiences while working on the Microsoft CRM Support team and as a Microsoft CRM consultant.  Summit Group Software has Program Managers involved in projects, both Dynamics GP and Microsoft Dynamics CRM.  Program Managers can help with these projects in quite a few ways and tend to “wear many hats” while helping with these projects.

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Affordable Care Act and What to do about it

Posted: Nov 4th, 2015

The rollout and detail of how to handle ACA with GP has been difficult to get guidance out of Microsoft. Due to the legality, the final answer to what your company should do lies with your trusted accountant and lawyer.  However we can certainly help explain the options available.

Option 1: Dynamics GP Version Information for ACA

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Management Reporter Data Mart Synchronization Frequency

Posted: Aug 26th, 2015

We have recently had a series of customers that have experienced Slowness and more specifically high CPU usage on their SQL Server.  While this has been identified as a potential bug or issue in the Management Reporter Data Mart synchronization, there is no definite communication on a change or fix for this issue.  We have also found this to be more specific to recent Rollup builds for Management Reporter

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ADP Import in Dynamics GP General Ledger and Bank Reconciliation

Posted: Aug 7th, 2015

I recently assisted one of our clients with Importing General Ledger data from ADP along with creating a set of Bank Transactions to reflect summary payments to ADP.

Through the Payroll Connect interface, there is a default way to import the GL data without needing Integration Manager.  The key item to make this process successful is to engage with ADP in the creation of the file to import into GP.  The file structure is very specific along with the GP Chart Of Accounts needing to be setup within ADP and mapped accordingly.

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Payroll Checks Cannot be Calculated while the Year End Close is in Process

Posted: Jul 14th, 2015

When running payroll checks for the first time in a year, some users receive the error message, “Checks cannot be calculated while the year end close is in process”.  This is because the Payroll check date is for the new year, but the Microsoft Dynamics GP system date is for the current year.  Let’s say for example, your first pay date for the new year is Friday January 2, 2015.   Because January 1st is a holiday, you decide to cut checks a day early on December 31,  2014.    When doing the payroll, your Microsoft Dynamics GP system date is probably still set to Decemb

Tags: Payroll / Year End / GP


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