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SafePay Setup Tips for Microsoft Dynamics GP

by Randy Goldstein | accounting, Blog, Dynamics GP, ERP, Microsoft, small business

 SafePay creates a file you can send to your bank detailing the checks/and or EFTs you have created during a given time period, so the bank can match that up to what tries to clear your account. In doing so, you can address any discrepancies.  It is an excellent...

Payables EFT with Dynamics GP

by Randy Goldstein | accounting, Blog, Dynamics GP, ERP, Microsoft, payables

Sending Payables EFT payments by electronic funds transfer (EFT) is becoming increasingly popular. It’s popular for several reasons: Reduces opportunity for fraud Reduces expense for check stock and printing/mailing supplies Reduces the amount of time related to...

Save Time with These 3 Simple Dynamics GP Tips and Tricks

by Randy Goldstein | accounting, Blog, Dynamics GP, ERP, Microsoft

Here are some favorite time-saving Dynamics GP tips and tricks. All three of these are available regardless of which Dynamics GP version you are using: 1.  Open the batch. When you are in a transaction entry window and have finished saving transactions into a batch...

What’s the deal with “sometimes taxable”?

by Randy Goldstein | accounting, Blog, business solutions, Dynamics GP, ERP, Intuit, Microsoft, QuickBooks, sales tax, small business

Repost from Avalara   Just when you thought you had a handle on the rules for taxing goods and services, you come face to face with the new compliance bully on the block: “sometimes taxable.” Businesses must correctly deal with these sometimes exempt and sometimes...

Tips for Designing Microsoft Word Templates in Microsoft Dynamics GP

by Randy Goldstein | accounting, Blog, business solutions, Dynamics GP, ERP, Microsoft, small business

Much has already been written about the flexibility and convenience of using Microsoft Word Templates for customer-facing documents in Microsoft Dynamics GP. Users can replace the standard Report Writer formats with slick looking Invoices, Statements, POs, and more....

4 Ways to Save Time with New Features of Microsoft Dynamics GP 2016

by Randy Goldstein | accounting, Blog, business solutions, Dynamics GP, ERP, Microsoft, small business

Expanded Workflow Functionality  Expanded workflow functionality helps streamline financial, purchasing, sales, payroll, and project expense related approvals. Therefore, these new workflow features allow customers to quickly customize their solutions and accelerate...
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