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Using PSTL to merge Customer / Debtor Records

by Heather Roggeveen | Feb 10, 2015 | MS Dynamics GP | 0 comments

  The Professional Services Tools Library (PSTL) in Dynamics GP can be used to merge two customer records into one by using the Customer Combiner tool. The only user who can access this tool is the sa user. It is recommended you do this after a backup – so first...
Is 2015 the year of Self-Service BI?

Is 2015 the year of Self-Service BI?

by Santosh Chandran | Dec 29, 2014 | Board Management Intelligence, Business Intelligence, Management Intelligence | 0 comments

So what is a self-service BI? Many have read this phrase on a RFP and wondered….”what does this even mean?” Have the top management executives suddenly decided, they want to build reports themselves? Or have they decided to spend more of their time on data analysis,...

Dynamics GP: Accounts Receivable Month End Processes

by Heather Roggeveen | Dec 22, 2014 | MS Dynamics GP | 0 comments

  Month end processes can vary from site to site – not all functions are needed. This post will look at the options for Receivables that are used or needed by most sites in New Zealand. Note: you do not have to close one month before moving on to the next. The...
Dynamics GP:  Troubleshoot Accounts Receivable Out of Balance

Dynamics GP: Troubleshoot Accounts Receivable Out of Balance

by Heather Roggeveen | Sep 29, 2014 | MS Dynamics GP | 0 comments

What can you do before you call us for help?  Read on to find out: While we are very happy to help you isolate an out of balance, there are a number of self-help things you can do first. Historical Aged Trial Balance vs Aged Trial Balance These reports have two...

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