Tips & Tricks I

This seminar delivers something for everyone–beginners, intermediate and advanced users as we share Microsoft Dynamics GP tips that you’ll want to race back and implement.


  • Setting User Preferences
  • Turning Off Unwanted Notes
  • OLE/Record Notes
  • Advanced Lookups
  • Batch Posting Recovery Overview
  • Tool Bar Menus
  • Task Screens
  • Using the New User Desktop
  • Remember Pallets?
  • The Navigation Pane
  • List Pane Functions
  • The Action pane
  • Managing List Content
  • Creating Customized Lists
  • The Reports List
  • Using Custom Links
  • Giving Meaningful Names to Fiscal Periods
  • Using Business Alerts
  • Office Data Connections

 General Ledger

  • Account Roll-up Inquiry

Accounts Receivable

  • Perform a Mass Write-Off of Small Balances or Overpayments
  • Paid Transaction Removal

 Accounts Payable

  • Accumulating USE Tax
  • Deleting Vendors

Sales Order Processing

  • Sales Transaction Quick Print

Purchase Order Processing

  • Closing Purchase Orders


  • Editing the Package File
  • Smartlists


  • Receivables Not Reconciling to GL
  • Payables Not Reconciling to GL
  • Posting Inventory Batches to GL

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