An often-overlooked built-in feature in Dynamics GP is Refund Checks, and it promises to streamline the normally tedious (if not difficult) process of refund checks.

Make the most out of GP with the Professional Services Tool Library, a built-in catalogue of additional tools, capabilities, and shortcuts that allows you to more quickly view, combine, modify, and make system changes in all core modules of GP.

Winthrop Development Consultants offers a suite of tools that makes it easier to administer, develop, and work within Dynamics GP. GP Power Tools is an add-on product that allows system admins and developers alike to simplify a wide variety of processes and tasks. Let’s look at the three modules Winthrop provides.

As we all already know, our fiscal year-end doesn’t have to line up with our calendar year-end. In fact, many businesses have fiscal year-ends right around now—mid-year. If you’re thinking about closing procedures and don’t remember every step (we only do it once a year, after all), we’ve got you covered. Here’s your refresher for Dynamics GP fiscal year-end closing procedures. And stick around to the end of the blog for a few resources to jumpstart your close!

Recently, Microsoft became aware of an issue where workflow completion emails have been failing to send to the originator (or creator) of the workflow. Here’s our workaround:

2022 is coming to an end, and that means situating yourself to properly close your financials and prepare your ERP for next year so there’s no hiccup in your processes when the clock strikes midnight on December 31. Make sure all your ducks are in a row now to avoid any last-minute scrambling and problems around the holidays.

Beginning October 1, 2022, Microsoft will disable basic authentication for Exchange Online, making modern authentication the only possible authentication method for email functionality in Dynamics GP. This means that some companies might experience disruptions to their email and workflow functionalities in GP if basic authentication is still being used, which is often the case for those using older versions of GP. Enabling modern authentication opens the door to using multifactor authentication (MFA), as well, which we highly recommend (but more on that later).

Not sure if this affects you or what actions to take next? Read on, and hopefully we will be able to answer those questions.

Getting ready to close the year for 2020 in Dynamics GP? Watch the recording of our annual webinar to learn everything you need to run an anxiety-free close in Dynamics GP and get your questions answered.

Getting ready to close the year for 2017? Watch Janelle Riley's webinar to learn everything you need to run an anxiety-free close in Dynamics GP. If you were not able to attend the webinar, but would still like to receive a copy of our 2017 year-end closing procedures documentation, click the button below to download all materials discussed in the webinar including step-by-step instructions for closing the month and year in Dynamics GP.

There are some key differences to be aware of in the Purchase Order statuses and controls between Dynamics GP and Dynamics 365 for Operations.

With Microsoft launching its newest Dynamics ERP system, Dynamics 365 for Finance and Operations, many of you may be wondering what financial statement application they will be using on the backend. The good news for those looking to switch from Dynamics GP to Dynamics 365 for Finance and Operations is that Operations will also be using Management Reporter (MR). For those who are familiar with designing reports in MR, the core functionality is exactly same, but there are some things that have changed. At first glance of MR in Operations, you will not see any differences from the MR you are used to. As you begin to dive deep into the settings and options you will begin to see some subtle differences.

The deadline is fast approaching to submit 1099s. You’ve ordered the paper, you’ve checked the vendor 1099 totals, and you’re ready to print. When they come out of the printer, however, there’s an obvious mistake. How frustrating! I’ve addressed some common 1099 printing issues and how to fix them.

If you’re new to GP, one of the most frustrating situations you can be in, is when you try to exit out of a window and it just won’t close. You try everything: clicking Delete or Cancel, clicking the ‘X’ in the corner, but GP just won’t let you out! I’ve included a few tips that should help you exit out of any GP window if you find yourself in this situation.

I recently worked on a case for a client who was finding that it would regularly take Dynamics GP up to two full minutes to process her invoices for printing. Here's what I found out.

Reconciling your Bank account to your checkbooks in GP is an important part of keeping your checkbooks up to date and accurate. I recommend using the following process once a week to reconcile each of your checkbooks.

Word templates make it really easy to update the look and feel of your customer facing documents, and you can email them directly out of Dynamics GP. You can even have separate document types for different companies and customers. Before starting, you will need to know which users will need access to use and edit the templates. It is also important to know whether the current documents are the original or modified versions of the report from Report Writer.