Feature Explained: Date Effective Tax Rates

Microsoft Dynamics GPOver the last two or three years the VAT rate in the UK has changed three times; temporarily down to 15% from 17.5% and then back up a year later before a permanent rise in January 2011. On each occasion we issued advice to customers on how to handle these changes within Microsoft Dynamics GP; there were two ways for them to make the change; either create a new Tax Detail or amend the existing one. Personally I recommended the former as it is somewhat cleaner; you can tell at a glance what the VAT rate will be without the need to check the date the invocie was registered. If the latter option was taken users needed to remember which rate is effective on what date during the cross over period which means lots of scope for errors. Continue reading “Feature Explained: Date Effective Tax Rates”

Feature Explained: SmartList Favourites

Microsoft Dynamics GPSmartList is a fantastic module; easy to use and very flexible with great integration with Excel (and with the Letter Writing Assistant which I’ll cover in a week or two’s time).

However, it seems we get an inordinate amount of queries from our clients on how to use it. How to customise the lists to their needs or how to save them for future reference. Continue reading “Feature Explained: SmartList Favourites”

Feature Explained: Allow Account Entry

Microsoft DynamicsAgain this is not a new feature but, in my experience, is one that is not commonly used. One of the options available on the Account Maintenance window (Cards ¯ Financial ¯ Account) is Allow Account Entry. Unchecked, account codes can only be defaulted in by the system but when checked this option allows users to select the account anywhere in the system. Continue reading “Feature Explained: Allow Account Entry”

Feature Explained: Combine Budgets

Microsoft Dynamics GPI like how Microsoft Dynamics GP handles budgets and the ease with which they can be exported to, amended and then imported from Excel. However, one of the issues constantly raised by customers in the past was that you could only have one budget and had to include all codes within it. This is problematical when you have several budget holders within your organisation who will have a budget figure to divide up between their account codes.

Well, in Microsoft Dynamics GP 2010, a new feature has been added; you now have the ability to combine several budgets into one. Continue reading “Feature Explained: Combine Budgets”

Feature Explained: Account Rollup Enquiry

Microsoft Dynamics GPThis is not a new feature in Microsoft Dynamics GP 2010, or even in GP 10, but is a feature that almost no-one I have spoken to uses. This has always left me slightly puzzled as, to me, the Account Rollup Enquiry seems quite a useful tool, which is quite simple to use even for non-technical users, for getting segment-based enquiries for open or historical years.
Continue reading “Feature Explained: Account Rollup Enquiry”

Feature Explained: How To Configure The Document Email Functionality

Microsoft DynamicsA recent customer who upgraded to Microsoft Dynamics GP 2010 wanted to enable the email functionality to allow them to email creditor remittances out rather than having to print them out and sending a hard copy.

As our support account did not have an associated Exchange email account on their system I was getting errors when loading the forms used in this new functionality. So rather than risk problems due to these errors, I put together a quick document for their IT department to enable it themselves. I thought it might also be useful to create an internet version to refer other customers to if they want documentation. Continue reading “Feature Explained: How To Configure The Document Email Functionality”