MDGP 2018 RTM Feature of the Day: DocAttach Available on More Windows

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The first Feature of the Day is Document Attachment available on more windows.

Five additional windows now have Doc Attach available via a button on the action pane:

General Ledger Transaction Entry

General Ledger Transaction Entry

Receivables Transaction Entry

Receivables Transaction Entry

Asset General Information

Asset General Information

Employee Entry

Employee Entry

I-9 form (Payroll)

I-9 form (Payroll)

It is nice to see Fixed Assets getting some Doc Attach functionality; quite a few clients have documentation or images relating to their assets, so this offers a good way to keep these with the asset.
Continue reading → MDGP 2018 RTM Feature of the Day: DocAttach Available on More Windows

● Categories: Dynamics, GP, Microsoft ● Tags: , , , , , , , , , , , , , , , ,  ● Permalink ● Shortlink ●

Dynamics GP Tech Conference 2017: Optimised Human Resources and Payroll

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPMicrosoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

Not modules I know anything about, as they are very US and Canada focused, but there are some enhancements coming to Human Resources and Payroll:

  • Turn off garnishment reports in posting setup.
  • Roll down payroll setup options from setup to inactive records.
  • Change department code in all payroll files, including history.
  • Restrict inactive Deduction and Benefit codes in lookups

Click to show/hide the Dynamics GP Tech Conference 2017 Series Index

● Categories: Dynamics, GP, Microsoft ● Tags: , , , , , , , , ,  ● Permalink ● Shortlink ●

MDGP 2016 R2 Feature of the Day: Payroll Admin Can Print W2 Using Self Service Report

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The fourteenth Feature of the Day is Payroll Admin can print W2 using Self Service report.

With this feature of the day, the W2 can be printed without using the pre-printed forms.

Print W-2 Forms

Click to show/hide the MDGP 2016 R2 Feature of the Day Series Index

● Categories: Dynamics, GP, Microsoft ● Tags: , , , , ,  ● Permalink ● Shortlink ●

New Microsoft Dynamics GP Sample Data

● Ian Grieve ●  ● 1 Comment   ● 

Microsoft Dynamics GPMicrosoft have been adding quite a lot of new functionality to Microsoft Dynamics in recent versions, but the sample data has not been getting updated.

To remedy this, Terry Heley on the Dynamics GP Support and Services Blog has shared some macros, for Dynamics GP 2016, which add sample data into the Fabrikam sample data.

The new sample data focuses on a few modules:

  • Advanced Human Resources
  • Analytical Accounting
  • Workflow for HRP
  • Project Accounting Time and Expense
  • PTO Manager
  • Employee Self Service

Terry points out that this is a run at your own risk macro built on GP 2016, although it would probably be usable on Dynamics GP 2015 as well.

There are instruction documents with each macro as macros can crash based on the menu bar selected in user Preferences.

Also note that there is no support for these macros so no cases can be logged if issues are found.

The download link is available at the end of the post.

● Categories: Analytical Accounting, Dynamics, GP, Microsoft, Project Accounting, Workflow ● Tags: , , , , , , , , , , ,  ● Permalink ● Shortlink ●

MDGP 2016 R1 Feature of the Day: Payroll Posting Accounts

● Ian Grieve ●  ● 0 Comments   ● 

MDGP 2016 R1 Feature of the Day: Payroll Posting Accounts

Again a US and Canadian only feature of the day; the use of Payroll posting accounts has been made easier:

Payroll Posting Accounts

The main features of are:

  • See all posting accounts in a navigation list
  • Easily filter and sort accounts with navigation list functionality
  • Export and Import payroll posting accounts using Microsoft Excel

Click to show/hide the MDGP 2016 R1 Feature of the Day Series Index

● Categories: Dynamics, GP, Microsoft ● Tags: , , , , ,  ● Permalink ● Shortlink ●

MDGP 2016 R1 Feature of the Day: Inactive Pay Codes Lookup

● Ian Grieve ●  ● 0 Comments   ● 

This feature of the day is for the US and Canada only; the ability to exclude inactive pay codes from lookups:

Inactive Pay Codes Lookup

The main features of are:

  • Option to exclude inactive pay codes from the pay codes lookup
  • Works for Employee Pay Codes Lookup and the Pay Codes lookup window

Payroll in Dynamics GP is US and Canada only so I have no commentary to add to this feature.

Click to show/hide the MDGP 2016 R1 Feature of the Day Series Index

● Categories: Dynamics, GP, Microsoft ● Tags: , , , , ,  ● Permalink ● Shortlink ●

MDGP 2016 R1 Feature of the Day: Payroll Document Attach

● Ian Grieve ●  ● 0 Comments   ● 

There are quite a few of the new features in Microsoft Dynamics GP 2016 R1 which are building on features introduced since GP 2013.

This feature adds the ability to use the Document Attachment feature, introduced in Dynamics GP 2013 R1 on the PTE Employee Expenses window and Employee Expense Entry windows:

Project Accounting Document Attach

The main features of are:

  • Use the Document Attachment feature in PTE Employee Expenses and Employee Expense Entry
  • Header and line attachments such as receipts can now be added to an employee expense
  • Attachments will flow from PTE to Project Accounting to Payables

I love the Document Attachment feature as it makes it so easy to store documents in Dynamics GP without having to maintain a network share so it is nice to see it being rolled out to the action pane on more windows.

Click to show/hide the MDGP 2016 R1 Feature of the Day Series Index

● Categories: Dynamics, GP, Microsoft ● Tags: , , , , , , ,  ● Permalink ● Shortlink ●

MDGP 2015 R2 Feature of the Day: Mask Employee SSN on Reports

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The nineteenth Feature of the Day is Mask Employee SSN on Reports. Feature will provide an option for a Payroll Administrator to mask the employee social security numbers on a predefined list of payroll reports. If the Payroll Administrator selects to apply the mask for a particular report, when generated, the employee social security number field on the report will appear with a XXX-XX-XXXX mask.

Report Masking

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

● Categories: Dynamics, GP, Microsoft ● Tags: , , , , ,  ● Permalink ● Shortlink ●

MDGP 2015 R2 Feature of the Day: Time Management App – Switching Companies

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The eighteenth Feature of the Day is Time Management App – Switching Companies. Within the Time Management app a user can navigate through different companies they have access to within GP. Within the navigation bar, the user can see the companies they have access to. When the user selects a company the summary panel on the right is populated with the pay codes, balances and active pay periods of the company the user selected. This functionality allows the user to easily enter timecards within different companies they may have access to within Dynamics GP.

Time Management App – Switching Companies

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

● Categories: Dynamics, GP, Microsoft ● Tags: , , , , , , ,  ● Permalink ● Shortlink ●

MDGP 2015 R2 Feature of the Day: Time Management App Entering Time

● Ian Grieve ●  ● 0 Comments   ● 

Microsoft Dynamics GPMicrosoft Dynamics GP 2015 R2 will soon be released (due late May/early June and, as with previous releases, Microsoft have started a Feature of the Day series on the Inside Microsoft Dynamics GP Team blog. As I have done with the last three series, I’ll be reposting these blog posts here with a little commentary.

The seventeenth Feature of the Day is Time Management App Entering Time. Within the Time Management App for Microsoft Dynamics GP the user that is signed into the app will be able to enter time against paycodes for vacation and sick time and benefit time codes in HR depending on what module is setup for the Accrue Type. Within the summary panel the employee can see their available balance and active timecards they can enter time against. They can see saved and submitted timecards within the active pay periods and 2 months of historical timecards.

Time Management App Entering Time

Click to show/hide the MDGP 2015 R2 Feature of the Day Series Index

● Categories: Dynamics, GP, Microsoft ● Tags: , , , , , , ,  ● Permalink ● Shortlink ●