Topic: ‘Sales’

Dynamics GP 2010 Receivables Management Cash Receipts Batch Entry window will allow reoccuring batches for cash reciepts.   This functionality is designed to speed data entry for those cash receipts that are  similiar payments from your customers.

Compared below Dynamics GP 10 to Dynamics GP 2010

Dynamics GP 10

Dynamics GP 2010

More New features in Dynamics GP 2010.  Receivables Management allows you to enter “Negative Cash Receipts.” 

This could be useful for those who encounter the need to process Customer Charge Backs.

In the example below open the Cash Receipts window (Transactions>>Sales>>Cash Receipts).  Select the customer information and when you arrive at the amount field type in negative the amount. 

On the apply window below circled is the orginal invoice before any amount is applied.

On the apply window below circled is the orginal invoice after the amount is applied.  You will see the “Amount Remaining” field increase.

A few months ago there was this discussion revolving around  Dynamics GP EFT (Electronic Funds Transfer).  The conculsion of this discussion identified a need…a need to create a custom EFT template for Receivables, which unfortunatly is not available in Dynamics GP 10.   Well, readers here it is…but it’s in Dynamics GP 2010. 

(Finance>>Cards>>EFT File Format)

Being from an accounting background and after years of mannually reconciling AP/ AR in an Excel spreadsheet Microsoft finally developed the “Reconcile to GL” function in Dynamics GP.  Introduced in version 10,  automatic reconciliation capability has long been an idea of novelty for most accountants.  Wouldn’t you agree?  Now, it has arrived.    Read the rest of this entry »

If your company generates, basically, any type of letter(s) to customers, vendors or employees individually or in mass quanity then this Dynamics GP 10 functionality can save you a lot of time.  Read the rest of this entry »

As we are nearing the end of another calendar year now could be a good time to review and clean up Accounts Receivable.  Dealing with those old uncollectable customer balances from last year, underpaid documents or slight customer overpayments that still haunt your Aging Accounts Receivable report.    There is an easy way to write off those balances in Dynamics GP and we will show you how. Read the rest of this entry »

At iSight last week, I presented a high speed session titled 50 Dynamics GP Tips in 50 Minutes. Attendees got the presentation and notes on a USB drive but in case you’ve lost your drive or just need to point a colleague to the presentation, you can get the presentation with related notes here.