Book Image

Microsoft Dynamics GP 2013 Cookbook

Book Image

Microsoft Dynamics GP 2013 Cookbook

Overview of this book

Microsoft Dynamics GP is an enterprise resource planning system, essentially an accounting system on steroids, designed for mid-sized organizations. The implementation of Dynamics GP is usually considered to be complex, and people often realize there must be more efficient ways of working with the system. This book will show readers how to improve their use of Dynamics GP and get the most out of this tool quickly and effectively. "Microsoft Dynamics GP 2013 Cookbook" picks up where implementation training leaves off. Whether you are new or experienced you will find useful recipes for improving the way you use and work with Dynamics GP. The clear recipe steps and screenshots make implementing these solutions easy for users of any level and will be sure to improve your efficiency with the Dynamics GP 2013 system. The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, harnessing the power of SmartLists to leverage both simplicity and power, connecting Dynamics GP to Microsoft Office 2013, exposing hidden features in Dynamics GP, and much more! Through the final chapters, the book covers system maintenance and extending Dynamics GP with the Support Debugging Tool and Professional Services Tools Library.
Table of Contents (22 chapters)
Microsoft Dynamics GP 2013 Cookbook
Credits
About the Author
Acknowledgment
About the Author
Acknowledgment
About the Reviewers
www.PacktPub.com
Preface
Index

Gaining reporting control with account rollups


Microsoft Dynamics GP provides great functionality for analyzing and reviewing individual accounts and sequential groups of accounts. Many users don't know that it also provides impressive functionality for analyzing non-sequential groups of accounts via a feature known as account rollup.

Account rollups are inquiries built to allow users to see different GL accounts rolled up together and to provide drill back capability to the details. Additionally, these queries can include calculations for things such as budget versus actual comparisons and calculations.

FRx Reporter provides similar functionality and an account rollup allows users to access this functionality without the wait time of starting up FRx. Let's see how to mix up some account rollups in this recipe.

Getting ready

Before using account rollups, it's important to understand how to set them up:

  1. To set up account rollups, select Financial from the navigation pane and then select Account...