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Budgeting Videos
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Excel Based Budgeting Posted by: mdpolino
Video duration: 338 seconds Another part of end of the year fun is budgeting. For basic budgeting in Dynamics GP, Excel Based Budgeting is the way to go. This videocast takes you through the process very quickly. It's a 5 minute overview after all, but after viewing this, you'll be able to get started with your Excel based budget for Dynamics GP. Related: budget, dynamic, dynamicaccounting.net, dynamics, excel, gp, great, microsoft, plains, sherpa |
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Dynamics GP - Macros Posted by: mdpolino
Video duration: 286 seconds Macros - oooh scary! Nah. We'll show you how to record and play a Dynamics GP macro in under 5 minutes. So easy its scary. Related: budget, dynamic, dynamicaccounting.net, dynamics, excel, gp, great, macro, microsoft, plains, sherpa |
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Dynamics GP - Trx Flow Overview Posted by: mdpolino
Video duration: 309 seconds This one is a little different. This videocast gives an illustrated view of the basic flow of information in Dynamics GP. It's often helpful to understand how data flows from one part of the app to another so that when something goes wrong, you know where to look and where not to look. If you've been around GP for a while, this should be old hat. I hope it's helpful for new folks. (5:10) Related: dynamics, gp, great, microsoft, plains |
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Smartlists Posted by: mdpolino
Video duration: 351 seconds Smartlists are a great Ad-Hoc reporting tool for Dynamics GP and yet, lots of users either aren't using it or barely using it. In this video we take 5 minutes to run down all the pieces of Smartlists, including some you may not have seen before. Related: dynamic, dynamicaccounting.net, dynamics, gp, great, microsoft, plains, sherpa, smartlists |
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Dynamics GP - Correcting JE's Posted by: mdpolino
Video duration: 255 seconds Ever entered a long journal entry then posted it in the wrong period? This video cast shows you how to fix problem JE's after they've been posted while still maintaining an audit trail.(4:16) Related: dynamics, gp, great, microsoft, plains |
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Dynamics GP - Daily Bank Rec Posted by: mdpolino
Video duration: 182 seconds Sure, you probably know how to reconcile the bank in GP. In this video we take a brief look at Bank Reconciliation and we cover how to use the bank rec module for daily bank reconciliation, not just at month end. (3:02) Related: dynamics, gp, great, microsoft, plains |
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Dynamics GP Advanced Security Posted by: mdpolino
Video duration: 326 seconds In this episode we take a quick run through the Advanced Security module of Dynamics GP Related: advanced, dynamic, dynamicaccounting.net, dynamics, gp, great, microsoft, plains, security, sherpa |
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Dynamics GP - Client Updates Posted by: mdpolino
Video duration: 208 seconds The ins and outs of GP 9's Client Update feature. (3:28) Related: dynamics, gp, great, microsoft, plains |
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Dynamics GP - EFT for AP Setup Posted by: mdpolino
Video duration: 314 seconds Do you need to pay your vendors via ACH? This video will show you how to setup EFT for Payables in Dynamics GP.(5:15) Related: dynamics, gp, great, microsoft, plains |
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Dynamics GP - ODBC Connection Posted by: mdpolino
Video duration: 261 seconds When you install Dynamics GP, you need to setup an ODBC connection so GP knows where the database is. You are supposed to uncheck all the boxes in the ODBC wizard, but this is harder than it looks. We'll show you how. (3:56) Related: dynamics, gp, great, microsoft, plains |
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Preparing for 1099's Posted by: mdpolino
Video duration: 318 seconds Year end is around the corner. Did you setup all your 1099 Vendors properly? Did you capture all your 1099 transactions? You didn't? Congratulations, you're human!This Dynamics GP cast shows you how to prepare for issuing 1099's in GP including where to make corrections and how to clean things up for next year. Related: dynamics, dynamicsherpa, gp, great, microsoft, plains |
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Dynamics GP Wire Transfer Payments Posted by: mdpolino
Video duration: 199 seconds A surprising number of people ask how to process a wire transfer payment in Dynamics GP. Perhaps it's because there's no box marked "Wire Transfer". Don't worry, we'll show how in less than 5 minutes. Related: dynamic, dynamicaccounting.net, dynamics, gp, great, microsoft, plains, sherpa, transfer, wire |
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Dynamics GP - EFT for AP Posted by: mdpolino
Video duration: 320 seconds This is part 2 in our 2 part series on EFT for Paybles in Dynamics GP. Here we show you how to actually process EFT payments, once you've done the setup. Related: dynamics, gp, great, microsoft, plains |
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Year End Close Posted by: mdpolino
Video duration: 334 seconds Can we show you how to close the year in Dynamics GP in 5 minutes? Not a chance. We can however give you a fast overview so you'll know what to expect. Use the checklist from GP for the details. Related: close, dynamic, dynamicaccounting.net, dynamics, end, gp, great, microsoft, plains, sherpa, year |













