Year End Wrap Up

To help our clients prepare for a successful year end close, Vertical Solutions held a series of seminars in Charlottesville and Pittsburgh. In addition to reviewing the year end checklists, we demonstrated some of the more popular features in Microsoft Dynamics GP 2010 (still hard not to say Great Plains for some of us old timers), introduced the complete collection of tools and resources for Dynamics GP, and discussed some tips and tricks as well.

The tips and tricks session was considered especially beneficial . The loose format, which allowed everyone to inquire about their particular issues with processes, allowed attendees to get real world solutions from our complete consulting team. Here are some of the tips the groups took back to back to their offices:

Tip	Benefit
Navigation Pane Options	Only show what you need, compact view.  Click the Configure button at the bottom of the Navigation Pane.
Toolbars	Quick launch icons, time savers.  Right click on the Toolbar to open men.
Word Forms/ Email	Customize Payables and Receivables documents using Word and email in Dynamics GP 2010 only.
Budget Transactions	Keep an audit trail of budget modifications, in Dynamics GP 2010 only.
Report Lists	Use the Type to Filter Box to find reports quickly.
Rename SmartList Column Names	Click on the Columns button on the Search Page to change the Display Name.  Remember to save or update the Favorite.
Allocution Accounts	Fixed Allocution and Variable Allocution accounts can replace maintaining spreadsheets to allocate costs.
Shut off posting reports	Tools>>Setup>>Posting>>Posting.  Select the Series and the Origin and uncheck reports not needed for printing after posting.
Recurring Batches	Payables and Financial entries saved to a recurring batch.  This can eliminate repeatedly rekeying entries and transactions.
Remove Entries from AutoFill	Once the list is presented, right click the entry and click on remove.  You can also change the AutoFill preferences in the User Preference Window.

Didn’t get to attend? You download the checklists from our web site. Also, we would be happy to come out to your location and replicate our consulting roundtable, and show you the best tricks we have collected over the years. We will even spring for lunch! Contact us if you want to hear more.