GP Tips & Tricks Presented by Ron Pederson and Renee McLain.

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Presentation transcript:

GP Tips & Tricks Presented by Ron Pederson and Renee McLain

GP Tips & Tricks Learn new things Leverage Investment Maximizer

GP Tips & Tricks

Learn new things Leverage Investment Maximizer Discover new features Use new modules Learn new Tips & Tricks

GP Tips & Tricks Is your Esc key worn out? Manage Posting Reports

GP Tips & Tricks Trim down search lists Exclude inactive accounts in lookups Define and save default views for lookups Save sort order in default lookups

GP Tips & Tricks Look in the tool box Reconcile sub-ledgers to GL Accounts Receivable Accounts Payable Inventory Bank Reconciliation

GP Tips & Tricks

Cheater GL Import Paste from Excel Paste from text

GP Tips & Tricks Find Money Use Cashflow Tools Add expected items for better analysis

GP Tips & Tricks Don’t ignore the warning signs Visual indicator for Customer Over Credit Limit

GP Tips & Tricks Keep accounts in sync Combine or modify Vendor IDs Can also be used for Customer IDs

GP Tips & Tricks Would you like Fries with that order? Suggested sales items in GP

GP Tips & Tricks Efficient Printing Use Quick Print

GP Tips & Tricks Quick snapshot All-in-One document viewer

GP Tips & Tricks Why was this changed? Use Inventory Adjustment Reason Codes

GP Tips & Tricks Prevent double payments PO check during AP entry

GP Tips & Tricks You need a deposit? PO Prepayments

GP Tips & Tricks Please take a ticket Automatically generate the next asset ID

GP Tips & Tricks Use short cuts Add toolbars

GP Tips & Tricks See what you are doing Increase/Decrease width of Favorites Pane Auto Hide Option

GP Tips & Tricks Trouble inactivating a vendor Move POs to history to inactivate Vendors

GP Tips & Tricks To journal entry or not journal entry Allow entry on account Turn off for sub-ledger accounts

GP Tips & Tricks Get your posting work done Understanding ‘Post To’ vs. ‘Post Through’ Understanding ‘Post Through’ & Transaction Posting Understanding Series Posting

GP Tips & Tricks Be a control freak Use MS Connect

GP Tips & Tricks

Secure Sales Transactions Hide Costs

GP Tips & Tricks Clean up after yourself Removed paid transactions

GP Tips & Tricks Can lettuce go in the freezer? Assign items to sites

GP Tips & Tricks Same entry, different amounts Clear recurring batch amounts

GP Tips & Tricks Auto numbering customer, vendors, items Free tool! - Auto numbering customer, vendors, items vendors.html