1. Tammy DeStefano Sikich LLP
Tips and tricks in GP
Tammy DeStefano
Sikich LLP
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2. Tammy DeStefano Senior Application Consultant Sikich LLP
Tamara DeStefano, senior application consultant, has over ten years experience working with Microsoft Dynamics GP.  Her knowledge spans multiple industries, including telecommunications, manufacturing, legal and non-profit.  Tamara works closely with clients to review and revise processes in order to streamline efficiencies and improve productivity.
She has implemented and trained clients on Management Reporter, FrX and many modules of Dynamics, such as: General Ledger, Bank Reconciliation, Safe Pay, Payables Management, Purchase Order Processing, Sales Order Processing, Receivables Management, Manufacturing, Inventory, Fixed Assets and Analytical Accounting.
Bachelor of Science in Accountancy, DePaul University
Microsoft GP 2010, 2013 and 2015 Financials Certifications
1415 West Diehl Road Suite 400 Naperville, IL 60563 P: M: E:
27 GP Consultants
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3. GP Tips and Tricks Change your date Turn off pesky posting journals
Exclude inactive customers and vendors
Protect your dates
Choose your menu bar
Customize your Toolbar
Find anything
Use your user preferences
Manage your Auto Complete
Help is always available
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4. Change your date Month End System Date = Default +/- date entering
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5. Turn off pesky posting journals
MSDGP > Tools > Setup > Posting > Posting
After posting, when you close the window, a series of posting journals are triggered. If you aren’t using them, this can be a hassle to cancel through each of them. Save time by turning off the journals. Select the series, origin and simply uncheck each report you don’t want. REMEMBER that this is system wide not user specific, so these changes will affect everyone.
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6. Exclude inactive customers and vendors
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7. Protect your Dates Professional Services Tools Library = PSTL
Doc Date Verify – won’t protect against dates within set up fiscal years, but will protect against random fat fingers typing 4/12/2107 with the message “A fiscal period for this date has not been set up”
PSTL
Prior to 2012 PSTL was an expensive add on, but in 2012 the tools became free for download. Some very powerful tools here
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8. Choose your menu bar Action Pane Action Pane Strip Menu Bar
Remember to close and reopen GP in order to see your changes.
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9. Customize your toolbar
Right Click
With “Standard”
Customize and add any window
Right click on the toolbar
Check standard – Smartlist, Reminders, Tasks and My Reports
Check custom – Add any window you regularly access (ie, user preferences).
Move up or down to adjust the order
Modify Selection to change the display from text or icon or even change the icon!
Change order
With 3 added “Custom” windows
Modify Selection to change display
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10. Find anything
On any report printed to the screen you have the same Find function you have in most Microsoft products
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11. Use your user preferences
Horizontal Scroll - display scroll arrows for some fields.
Entry Key - Mark Tab or Return to select the entry key used for moving the highlight from field to field. If you select Return, you’ll press the enter key to move from field to field and shift + enter to save or process information on a window
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12. Manage your Auto Complete
By setting this as my default view, each time I lookup a customer or vendor, the inquiry window will display with active customers only and sorted on vendor name.
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13. Manage your Auto Complete
Auto complete is a helpful tool, but what happens when you make a typo. Your typo will stay in your list until you hit the expiration date OR quantity limit….unless you delete is
Right click on the choice and remove from List
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14. Help is always available
Printable Manuals
Overview
Fields
Buttons
Menus
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15. Contact information
Tammy DeStefano Senior Application Consultant Sikich, LLP Blog
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