Index
A
- Account Aliases
- account entry, speeding up / Speeding up account entry with Account Aliases
- setting up / Getting ready
- account, selecting / How to do it...
- working / How it works...
- Account Rollups
- about / Gaining additional reporting control with Account Rollups
- setting up, steps / Getting ready
- working / How to do it..., How it works...
- account segment description
- about / Preventing account selection errors with Chart Segment names
- setting up / Getting ready
- creating, account segment used / How to do it...
- working / How it works...
- Account Segment warnings
- re-enabling / How to do it...
- working / How it works...
- Account Summary report
- formatting / Getting ready
- Add External Shortcut / Using external shortcuts for greater flexibility
- Ad hoc workflow
- creating, steps / How to do it...
- working / How it works...
- Advanced Lookups
- setting up / Getting ready
- setting up, steps / How to do it...
- options / How it works...
- working / How it works...
- All Field Values / All field values
- Allow Account Entry
- about / Reducing out-of-balance problems with Allow Account Entry
- deactivating / How to do it...
- working / How it works...
- adjustments, making / Adjustments
- Auto Complete
- about / Cleaning up the mess by fixing AutoComplete errors
- error, creating / Getting ready
- Customer Maintenance window / Getting ready
- error, fixing / How to do it...
- working / How it works...
- unused entries, removing / Removing unused entries
- maximum number of entries, limiting / Reducing the number of AutoComplete entries
- resetting / Resetting AutoComplete
- AutoComplete settings
- about / Improving performance by adjusting AutoComplete settings
- entries, controlling / How to do it...
- working / How it works...
- changes, making / Making the change for all users
B
- Balance Forward method
- using / Balance Forward
- bank reconciliation
- about / Speeding up month-end close by Reconciling Bank Accounts daily
- requirements / Getting ready
- steps / How to do it...
- working / How it works...
- high transaction volume bank accounts / High Transaction Volume Accounts
- bank statement cutoff / Bank statement cutoff
- breadcrumbs
- about / Jumping to the right location with Breadcrumbs
- navigation, improving / How to do it...
- Business Alert
- about / Getting early warnings with Business Alerts
- building / How to do it...
- tables, selecting / How to do it...
- Define Alert Formula window / How to do it...
- Select Report Sorting Options window / How to do it...
- Schedule Alert window / How to do it...
- working / How it works...
- prebuilt alerts / Prebuilt alerts
C
- Check Links utility
- about / Resolving errors with the Check Links utility
- running, for Sales Order Processing transactions / How to do it...
- working / How it works...
- color
- using, for company identification / How to do it...
- background color, changing / How it works...
- column name, modifying
- steps / How to do it...
- for default SmartLists / Default SmartList column names
- comments
- about / Using Comments without needing a comment name
- creating, without Comment ID / How to do it...
- Ad hoc comments / How it works...
- line item / Line Item Comments
- Control Account Management
- about / Splitting AP across departments automatically with Control Account Management
- using / Getting ready
- Account Type / Getting ready
- AP, splitting across departments / How to do it...
- Transactions / How to do it...
- working / How it works...
- multi-company scenarios / Multi-company
- custom link
- setting up / Getting ready
- using / How to do it...
- working / How it works...
- All Field Values, selecting / All field values
- multiple values / Multiple values
- custom reminder
- building, steps / How to do it...
- working / How it works...
- modifying / Modifying and removing Custom Reminders
- removing / Modifying and removing Custom Reminders
D
- data access, speeding up
- Quick Links, using / Speeding up access to data with Quick Links
- Navigation list, adding as Quick Link / How to do it...
- data backup
- setting up / How to do it...
- working / How it works...
- additional backups / Additional Backups
- data import
- setting up / Getting ready
- setting up, Microsoft Word used / How to do it...
- macro, creating / How to do it...
- Mail Merge functionality, using / How to do it...
- macro usage, limitations / Limitations
- Dex.ini file
- using / Turning on more features with Dex.ini settings
- opening / Getting ready
- modifying / Getting ready, How to do it...
- setting, OLEPath=\\server\folder\ole / Additional Dex.ini settings
- setting, ShowAdvancedMacroMenu=True / Additional Dex.ini settings
- setting, DPSInstance=1 / Additional Dex.ini settings
- setting, SampleDateMsg=False / Additional Dex.ini settings
- setting, SampleDateMMDDYYYY=00000000 / Additional Dex.ini settings
- setting, SampleDateMMDDYYYY=03302010 / Additional Dex.ini settings
- DexSQL log
- issues, troubleshooting / Troubleshooting issues with a DexSQL log
- about / Troubleshooting issues with a DexSQL log
- creating / How to do it..., How to do it...
- working / How it works...
- additional logging features, using / How to do it...
- events, logging automatically / Automatic Logging
- dictionary
- location, changing / How to do it...
- working / How it works...
- Dynamics.set file / Dynamics.set file
- discontinued inventory sales
- preventing / Preventing sales of Discontinued Inventory
- preventing, steps / How to do it...
- preventing, use / How it works...
- DocDateVerify
- about / Preventing date errors with DocDateVerify
- starting with / Getting ready
- date errors, protecting / How to do it...
- working / How it works...
- downloading
- Support Administrator Console / Getting ready
- Dynamics.set file
- about / Dynamics.set file
- Dynamics GP
- about / Introduction, Introduction
- required field appearance, modifying / Improving visibility by setting Required Fields to bold and red
- Quick Links / Speeding up access to data with Quick Links
- Navigation Pane / Rearranging Navigation to make it easier
- breadcrumbs / Jumping to the right location with Breadcrumbs
- My Reports / Managing personal reports with My Reports
- Task List / Viewing open items with the Task List
- Account Security / Account Security
- Auto Complete feature / Cleaning up the mess by fixing AutoComplete errors
- Account Aliases, using / Speeding up account entry with Account Aliases
- Internet fields / Developing connections with Internet User Defined fields
- Reminder / Using Reminders to remember important events
- Control Account Management / Splitting AP across departments automatically with Control Account Management
- e-mailing options / There's more...
- invoice, printing / Gaining flexibility by printing documents with Microsoft Word
- hidden features / Introduction
- Quick Journal / Getting greater journal entry control by clearing recurring batch amounts
- security, activating / How to do it...
- account security, deactivating / How to do it...
- security / How it works...
- spelling, checking / How to do it...
- Support Debugging Tool / Extending Dynamics GP with the Support Debugging Tool
- Dynamics GP, features
- posting dates, controlling / Controlling Posting Dates when not posting by batch
- posting reports / Reducing posting steps with better Printing Control
- Tax Dates / Improving information with Tax Dates in transactions
- tax processing options / Gaining the option to Process Taxes in the General Ledger
- tangible personal property tax / Tracking Tangible Personal Property Tax information for Fixed Assets
- Fixed Asset transaction / Understanding all of the financial information about an asset with Fixed Asset Details
- purchase order / Speeding up entry by Copying a Purchase Order
- Named Printers / Getting control of printing with Named Printers
- Reconcile to GL feature / Speeding up month-end processing with Reconcile to GL functionality
- Dynamics GP maintainence
- wrong date entry, preventing / Preventing entry of wrong dates by Closing Periods
- AutoComplete settings, adjusting / Improving performance by adjusting AutoComplete settings
- Paid Transaction Removal, using / Cleaning up Accounts Receivable with Paid Transaction Removal
- 1099 information, updating / Providing correct tax information by Updating 1099 information
- service packs, using / Maintaining updated code by rolling out Service Packs with Client Updates
- dictionaries, managing / Improving stability by Managing Dictionaries
- data backup / Safeguarding data by Backing Up everything
- Check Links utility, using / Resolving errors with the Check Links utility
- Reconcile utility, using / Validating balances with the Reconcile utility
- DexSQL log, creating / Troubleshooting issues with a DexSQL log
- security settings / Speeding security setup with User Copy
E
- e-mailing
- options / Speeding up document delivery with e-mail
- addresses, adding / Getting ready
- individual invoices / How to do it...
- setup options / Setup
- error posting
- process setup, batch used / Getting ready
- batch set up, best practices used / How to do it...
- working / How it works…
- Excel reports, Dynamics GP
- deploying / Getting ready
- starting / How to do it...
- starting, directly / How to do it...
- working / How it works...
- Excel Report Builder / Excel Report Builder
- SQL connections / SQL and ODC Connections
- ODC Connections / SQL and ODC Connections
- warning view, preventing / Trust and Security
- Export Solution
- setting up / How to do it...
- working / How it works...
F
- Favorites
- list, building / How to do it...
- setting as, Default View / Set as Default View
- Restricted Listption / Restricted List
- resetting / Resetting
- Account Security / Account Security
- financial reporting
- improving / Improving financial reporting clarity by splitting purchasing accounts
- GP, setting up / How to do it..., How it works...
- Fiscal Period setup / Fiscal period versus Month
- Fixed Asset module
- about / Improving clarity by timing Depreciation Posting to the General Ledger
- retirement posting, separating / How to do it...
- fixed asset additions, separating / How to do it...
- depreciation transaction, separating / How it works...
- depreciation posting, timing / Timing Depreciation posting
- fixed asset reports
- archiving / How to do it...
- printing / How it works...
- analysis cube / Fixed Asset Analysis Cube
- Fixed Asset transactions
- tracing / Understanding all of the financial information about an asset with Fixed Asset Details
- specifics, obtaining / How to do it...
- Financial Detail Inquiry window / How it works...
G
- General Ledger
- tax processing option / Gaining the option to Process Taxes in the General Ledger
- taxes, calculating / How to do it...
- GP and Excel direct connection
- building / How to do it...
- working / How it works...
- tables / Tables
- advanced options / Advanced Options
H
- hacking
- about / Introduction
- Home page
- role, selecting / Personalizing the Home page by selecting the right role
- user 's role, modifying / How to do it..., See also
- Outlook links, removing / How to do it...
- Outlook links, working / How it works...
- Home Page
- Outlook, customizing / How to do it..., How it works...
- Home page
- metrics, information visualizing / Visualizing information with Home page Metrics
- Home page metrics
- information, visualizing / How to do it...
- working / How it works...
- multiple metrics, inserting / Multiple metrics
- Full View option / Full View
- Horizontal Scroll Arrows
- implementing / There's more...
- activating, for all users / Activating Horizontal Scroll Arrows for all users
- segment field, widening / Widening segments for better visibility
I
- Installation Instructions.txt file / Additional considerations
- Internet User Defined fields
- customizing / How to do it...
- working / How it works...
- password (Label 6) / Login and password
- login (Label 5) / Login and password
- Label 7 / Labels 7 and 8
- Label 8 / Labels 7 and 8
- inventory item
- about / Speeding up entry by copying an Inventory Item
- copying / How to do it...
- working / How it works...
- invoice
- printing, Word template used / How to do it..., How it works...
J
- journal entry
- about / Correcting errors by backing out, correcting, and copying Journal Entries
- backing out / How to do it...
- correcting / How to do it...
- copying / How to do it...
- working / How it works...
L
- Letter Writing Assistant
- about / Communicating with customers using Letters from Microsoft Word
- using / How to do it...
- working / How it works...
- SmartList Favorites / SmartList Favorites
- letters, customizing / Letter Customization
- starting points / Other Starting Points
- Login_Password_Warning.zip file / How to do it...
- lookups
- speeding up, Advanced Lookups used / Speeding up lookups with Advanced Lookups, How to do it..., How it works...
M
- macros
- about / Automating processes with Macros
- creating / How to do it...
- recording / How it works...
- adding, to Shortcut Bar / Macros and the Shortcut Bar
- keystroke combination, adding / Running macros with a keystroke combination
- pauses, inserting / Macro pauses
- multiple macros, creating / Sequential Macros
- Microsoft Excel
- SmartLists, exporting / How to do it..., How it works...
- Navigation List, exporting / How to do it...
- Microsoft Word
- SmartList, exporting / Improving reports by sending SmartLists to Word, How it works...
- customers, communicating with / Communicating with customers using Letters from Microsoft Word
- Letter Writing Assistant, using / How to do it...
- MOSS
- My Reports
- about / Managing personal reports with My Reports
- report, adding / How to do it...
- reports without options / Reports without options
- dates, setting up / Better dates in report options
N
- Named Printers
- about / Getting control of printing with Named Printers
- setup / Getting ready
- setting / How to do it...
- working / How it works...
- Printer Class, selecting / Printer Classes
- Navigation List
- exporting, to Microsoft Excel / Delivering flexibility by exporting Navigation Lists to Excel, How it works...
- Navigation Pane
- about / Rearranging Navigation to make it easier
- rearranging / Getting ready
- cleaning up / How to do it...
- working / How it works...
O
P
- Paid Transaction Removal
- about / Cleaning up Accounts Receivable with Paid Transaction Removal
- prior history, maintaining / Getting ready
- running, in Dynamics GP / How to do it...
- working / How it works...
- period, closing
- wrong date entry, preventing / Preventing entry of wrong dates by Closing Periods
- steps / How to do it...
- working / How it works…
- Fiscal Periods Setup window / There's more...
- Mass Close button, using / Mass Close
- paticular transaction type, closing / Mass Close
- posting dates
- about / Controlling Posting Dates when not posting by batch
- transaction, posting / How to do it...
- working / How it works…
- posting reports
- about / Reducing posting steps with better Printing Control
- destination / Reducing posting steps with better Printing Control
- printing changes, requirements / Getting ready
- controlling / How to do it...
- setup / How to do it...
- working / How it works...
- location / Posting reports
- Transaction Journal / Posting reports
- system print dialog. turning off / System Print Dialog
- Posting Type
- validating / Getting ready
- reviewing, SmartList used / How to do it...
- reviewing / How it works...
- Purchase Order
- closing, properly / How to do it...
- purchase order
- copying / How to do it...
- entry, speeding up / How it works...
Q
- Quick Journal
- Quick Links
- data access, speeding up / Speeding up access to data with Quick Links
- Navigation Lists, adding / How to do it...
- working / How it works...
- Quick Links Details box / How to do it...
R
- Reconcile to GL feature
- about / Speeding up month-end processing with Reconcile to GL functionality
- using / How to do it...
- month-end processing, speeding up / How to do it...
- working / How it works...
- year, balancing / Balancing the year
- Reconcile utility
- about / Validating balances with the Reconcile utility
- financial totals, reconciling / How to do it...
- working / How it works...
- Record Limits, SmartList
- data, controlling / Controlling data with SmartList Record Limits
- adjusting / How to do it...
- working / How it works...
- Recurrence button / Recurring tasks
- recurring batches
- starting with / Getting ready
- monthly expenses recognition, setting up / How to do it...
- working / How it works...
- best practices / Recurring batch best practices
- Revenue/Expense Deferral module / Revenue/Expense Deferral module
- Field Service Contracts module / Field Service Contracts module
- clearing / How to do it...
- Reminder
- setting up / How to do it...
- preferences / How to do it...
- working / How it works...
- prebuilt reminders / There's more...
- drill back options / Drill down into Reminders
- Report Groups
- about / Automating reporting with Report Groups
- using / Getting ready
- multiple reports, running / How to do it...
- working / How it works...
- combining, into groups / Groups of groups
- reporting dates
- report option
- setting up, Beginning of Previous Period used / Getting ready
- running / How to do it...
- Fiscal Period setup / How it works..., Fiscal period versus Month
- month / Fiscal period versus Month
- required field appearance, modifying
- starting with / Getting ready
- steps / How to do it...
- font color, changing / How to do it...
- working / How it works...
- VBA utility / Modifier with VBA
S
- Screen Capture feature, Support Debugging Tool
- using / How to do it...
- working / How it works...
- default settings / Default Settings
- default settings, modifying / Default Settings
- Scribe tool
- Search feature, SmartLists
- about / How to do it...
- working / How it works...
- Field Comparison checkbox / Field Comparison
- Match Case checkbox / Match Case
- Search Type / Search Type
- Security Profiles
- Support Debugging Tool, using / How to do it..., How it works...
- setting up automatically / Automatic Security Profiles
- profile, exporting / Export/Import Security Logs
- security settings
- in Dynamics GP / Protecting Dynamics GP with key security settings
- activating / How to do it...
- solutions / Security Solutions
- copying, to new user / How to do it...
- Select Payables Checks window / How to do it...
- service packs
- prior requirements / Getting ready
- downloading / Getting ready
- rolling out, Dynamics GP users / How to do it...
- rolling out / How it works...
- errors / Service Pack Errors
- Shortcut Bar
- data access speed, increasing / Getting faster access to data with the Shortcut Bar
- items, adding / Getting ready
- Dynamics GP window, adding / How to do it...
- working / How it works...
- external shortcuts, using / Using external shortcuts for greater flexibility
- folder, organizing / Organizing with folders
- complex shorcuts / Complex shortcuts
- shortcuts
- assigning, to user classes / Improving consistency with Shortcuts and User Classes
- SmartConnec tool
- SmartList
- fields, adding / How to do it...
- fields, removing / Removing fields
- field changes, resetting / Favorites
- column name, modifying / How to do it..., How it works...
- exporting, to Microsoft Excel / Building analyses by Exporting SmartLists to Microsoft Excel
- exporting, to Microsoft Word / How to do it..., How it works...
- SmartList, exporting to Microsoft Excel
- steps / How to do it...
- working / How it works...
- SmartLists
- setting up / Getting ready
- Favourite, adding / Getting ready
- about / Introduction
- sorting / How to do it...
- complex sorting / How it works...
- Favourites, using / Speeding up access to information with SmartList Favorites
- Favorite, setting up / How to do it...
- Search feature, using / Improving information returned with SmartList Search
- Record Limits / Controlling data with SmartList Record Limits
- naming, best practices / Favorite naming best practices
- SmartLists Favorites
- information access, speeding up / Speeding up access to information with SmartList Favorites, How to do it...
- working / How it works...
- modifying / Modifying SmartList Favorites
- GoTo button / Go To
- custom reminder, building / Getting warnings with SmartList Alerts
- visibility, setting / How to do it...
- spell, checking
- Willoware, using / Checking Dynamics GP spelling with Willoware
- setting up / Getting ready
- in Dynamics GP / How to do it...
- working / How it works…
- SQL execution, via Support Debugging Tool
- steps / How to do it...
- working / How it works...
- SSRS
- about / How it works...
- Startup shortcuts
- using / How to do it...
- working / How it works...
- external shortcut, adding / File example
- dropping / Drag and Drop
- dragging / Drag and Drop
- subledger transactions
- backing out / Subledger Corrections
- correcting / Subledger Corrections
- copying / Subledger Corrections
- Support Administrator Console
- URL / Executing SQL from the Support Administrator Console
- downloading / Getting ready
- using / How to do it...
- working / How it works...
- Support Debugging Tool
- about / Extending Dynamics GP with the Support Debugging Tool
- benefits / Extending Dynamics GP with the Support Debugging Tool, Executing SQL from within Dynamics GP
- MBS DEBUGGER ADMIN / Extending Dynamics GP with the Support Debugging Tool
- setting up / How to do it...
- Screen Capture feature, using / How to do it...
- events, logging automatically / Automatic Logging
- using, for SQL execution / Executing SQL from within Dynamics GP, How to do it...
- Security Profiles / How to do it..., How it works...
- SwitchCompany.Package file / How to do it...
- system password
- using / Correcting a lost system password by resetting the System Password
- resetting / How to do it...
- working / How it works...
T
- tangible personal property tax
- about / Tracking Tangible Personal Property Tax information for Fixed Assets
- Fixed Assets attached locations, setting up / Getting ready
- property tax location, attaching / Getting ready
- working / How it works...
- Task List
- open tasks, viewing / Viewing open items with the Task List, Getting ready
- task, adding / How to do it...
- task, working / How it works...
- task, set as recurring / Recurring tasks
- Tax Dates
- about / Improving information with Tax Dates in transactions
- activating / Getting ready
- using, in transaction / How to do it...
- working / How it works...
- tax processing option
- in General Ledger / Gaining the option to Process Taxes in the General Ledger
- activating / Getting ready
- test company
- use / Ensuring entry in the correct company by warning about Test Companies
- users, warning / How to do it..., How it works...
- Transaction Entry window / How to do it...
U
- UNC
- about / How to do it...
- userclass
- setting up / Getting ready
- users, assigning / Getting ready
- shortcuts, assigning / How to do it..., How it works...
- User Defined fields
- using / How to do it...
- working / How it works...
- features / Special User Defined 1 features
- Company Setup user defined fields / Company Setup user defined fields
- Expanded user defined fields / Expanded user defined fields
- user login
- preventing, in multiple GPcompanies / How to do it..., How it works..., Additional considerations
- users, warning
- Caps Lock, switching on / How to do it...
- considerations / Additional considerations
- use tax
- about / Entering and Tracking Use Tax with Credit Card Functionality
- credit card details, setting up / Getting ready
- applying, to transaction / How to do it...
- tracking / How it works...
V
- 1099 vendors
- about / Providing correct tax information by Updating 1099 information
- correct tax information, providing / How to do it...
- maintainng / How it works...
- setup / 1099 Vendor Setup
- VBA
- about / How it works...
- VBA utility
- Modifier / Modifier with VBA
- vendors, prioritizing
- about / Streamlining payables processing by prioritizing vendors
- steps / Getting ready, How to do it...
- working / How it works...
- visibility
- increasing / How to do it...
- Horizontal Scroll Arrows, using / How to do it..., How it works...
- visibility, SmartLists Favorites
- setting / How to do it...
- setting, options / How it works...
- security options / SmartList security
W
- Willoware
- about / Checking Dynamics GP spelling with Willoware
- SpellCheck, setting up / Getting ready
- window notes
- hack / Building custom help with Window notes
- using, for custom help setup / How to do it...
- working / How it works…
- Word template
- using, for invoice print / How to do it...
- working / How it works...
- report, choosing / Which Report to Use
- user template, creating / User Template Creation
Y
- year-end closing routine
- Posting Type, checking / Ensuring proper year-end closing by checking Posting Types