Posted by Since I loved the 50 tips in 50 minutes session at Convergence so much, I wanted to share with you all! During the session, I scrambled to take notes to keep up with the mad dash of 50 tips. Here is my attempt…
1) Explore GP with Area Pages
2) Brighten things up with RED required fields
3) Clarify with Process Notes
4) Use Quicklinks
5) You can turn the Navigation Bar on & off
6) Using Home Page Matrices
7) User Classes –assign windows and shortcuts
8) User Classes/smartlist – create favourites by user class
9) Use the startup folders to display default windows
10) Copy and Paste header with query results in SQL
- In SQL 2008, right click to copy query with headers
- In SQL 2005, go Tools – Option – Result to Grid
11) Correct entries in the G/L without recreating the JE
- Ensure setting for Voiding/Correcting is selected
12) Control Entry – Allow transaction entry
13) Audit Control with Posting numbers
14) Complete transactions with taxes in JE
15) Bank Reconciliations with grace periods
16) In AP, Use Edit check batch for all vendors and payments rather than Edit Checks
17) Assign Picking Instructions to customer items
18) In POP, use Cancel Quantity to control/report vendor’s missed delivery (performance)
19) Use In Transit Invoice Transfer to go from site to site
20) Use Purchasing Control Account Management for reporting
21) Showing Payment Account to improve transparency
22) Free tool from Microsoft to control dates in the Subledger – DocDateVerify
23) In AP, use scheduled payments
24) Use Tax Dates
25) Control inventory by preventing sale of discontinued items
26) Speed up AR but selecting no printing
27) Speed up Collections Management with Paid Transaction Removal
28) Undo errors with referenced transactions (Project Accounting)
29) With Budgets, push cost category to multiple projects
30) Allocate project costs
31) Use Benefits Allocations
32) Create Assets from Project (simply)
33) FRx Reports directly to Excel (skip drill down)
34) Use GP Table reference
35) In Smartlist, control column width when printing to screen
36) Using Excel Report Builder
37) Using Analysis Cubes
38) Spell Check in GP!
39) Using Internet defined fields in Company Setup
40) Free VBA – caps lock on at login
41) Free VBA – Control multi-company logins with one user
42) Support Debugging Tool – colour code company with different background colours
43) Turn off Microsoft Outlook integration
44) Documentation for out of the box security roles
45) Part of Support Debugging tool – more information on security roles
46) Check out these blogs:
- DynamicAccounting.net
- Blogs.msdn.com/gp
- Twitter.com/DynAcctNet
47) On CustomerSource, check out “Watch your way to Greatness”
48) Forums help
49) Debugging Tool – screen shot/email ability
50) Debugging Tool – show detail when user denied/permissions
In the end, I’ve attached links to the complete powerpoint presentation (including hidden slides):
http://www.dynamicstips.com/dynamics-gp/convergence-2010-50-tips-presentation/
http://msdynamicsgp.blogspot.com/2010/04/convergence-2010-50-tips-presentation.html