WebSan Solutions Blog » Reports

Printing Reconciliation Report

amacintosh — Wed, 11 Nov 2009 13:00:03 +0000

Do you often find yourself canceling reports that automatically print after you have posted a document? Or even changing the default destination of these reports? Well, one can set the default destination of these reports or even stop them from printing all together.

Try entering the Posting Setup screen (Microsfot Dynamics GP > Tools > Setup > Posting > Posting). In this screen, you can select whether or not a specific report will print by selecting or de-selecting the checkbox in the Print column. Also, one can specify destination for a report by making the appropriate selection in the Send To column.

See the attached screenshot below & save yourself all that extra clicking when you next post a transaction.

Exporting FRx Statements

amacintosh — Mon, 02 Nov 2009 13:00:02 +0000

FRx is the standard financial reporting tool utilized by most Microsoft Dynamics GP users for financial reporting. FRx links directly into the general ledger to allow the creation of endless types of reports. These report are then viewed in the FRx DrillDown Viewer. Users I have spoken to in the past have expressed that they are more comfortable viewing reports in Excel.

To take your FRx financial report & export to excel:
1 – Generate the report
2 – In the DrillDown Viewer, select File > Export > Worksheet File > Formatted Excel
3 – Save the report to its desired location

This quick & easy trick should save you time & energy in attempting to convert your reports.

The Homepage

amacintosh — Tue, 15 Sep 2009 13:00:38 +0000

Home sweet home! It’s a beautiful place. Its where we feel most comfortable & spend most of our time. The same can (& should!) be said about your ERP. The homepage in Dynamics GP has access to everything you need in the click of a button.

Managers are always interested in quick easy access to reports. The Dynamics GP homepage offers various metrics to the user the second they log in. Click on the pencil icon to the right of the word Metrics on your desktop to modify what metrics will display. Although there are dozens to choose from, my fav five are:

Top 5 Customers by YTD Sales
Top 10 Items by Sales Amount for the Past 30 Days
Receivables Aging
Payables Aging
Gross Profit for the Past 12 Months

Scroll through your metrics using the < & > keys for instant access to the reports you desire.

Try these other tips to help make your homepage a one-stop shop for all your GP needs:

Right click on the navy blue banner at the top of the screen to create graphical shortcuts
Click on the pencil icon to the right of the Quick Links heading for one-click access to your favourite windows
Click the ‘Customize this page …’ button to change layout of your homepage
Select the following icon to add or remove windows from your desktop & even configure shortcuts:

Dynamics GP Homepage