Getting a list of write-offs – JenKuntz.ca
Nov13

Getting a list of write-offs – JenKuntz.ca

A few months ago, when I first started this #TipTuesday series, one of my first posts was around writing off small customer balances. A reader posted a comment last week with a great question: how do you get a list of invoices written off (for an audit, for example)? What I am going to describe below is what would work if you record write offs using the Write Off Amount field in GP or use… Continue Reading Jen Kuntz’s...

Read More
My Reports in GP – JenKuntz.ca
Nov06

My Reports in GP – JenKuntz.ca

Today’s #TipTuesday post is about the My Reports functionality in Dynamics GP. There was a user question yesterday on the GPUG forums, where someone was asking how to modify their My Reports list. Great question! Here are some tips on getting reports on and off the My Reports list. What is it? My Reports is a section of Dynamics GP where a user can save reports they run frequently so… Continue Reading Jen Kuntz’s Article...

Read More
Connecting a 2nd PC as a second monitor – JenKuntz.ca
Oct30

Connecting a 2nd PC as a second monitor – JenKuntz.ca

Today’s #TipTuesday is yet another non-Dynamics GP post… I’m on a bit of a roll of finding oddball new things that are worth sharing. I’ll get back to more GP content soon, I promise! Background In a previous post, I had written about some health issues my Dad had. I’ve been hanging out with him and his wife at their home a couple of hours out of town from me, helping them get… Continue Reading Jen Kuntz’s Article on their...

Read More
Take company offline – JenKuntz.ca
Oct23

Take company offline – JenKuntz.ca

Today’s #TipTuesday is a feature that was introduced in GP 2013 R2: taking a company offline for maintenance or other periodic routines. What is it? This is a feature under the Administration page > System > Utilities area. The purpose of it is simply to prevent users from logging into one or more companies so that you can be working in it exclusively. Why might you do this? The most… Continue Reading Jen Kuntz’s Article...

Read More
GPUG Summit 2018 Recap – JenKuntz.ca
Oct20

GPUG Summit 2018 Recap – JenKuntz.ca

So, I said I wasn’t going to do a recap but here I am. I thought I’d do a very brief wrap-up of my short week. Previous Posts Here are the posts from earlier in the week: Getting Home There were no misadventures getting home, thankfully. It was a long day of travel with a connection via Vancouver. I decided to splurge and pay to upgrade my seat on the Vancouver to Toronto leg and I’m… Continue Reading Jen Kuntz’s Article...

Read More
GPUG Summit 2018 Day 2 – JenKuntz.ca
Oct18

GPUG Summit 2018 Day 2 – JenKuntz.ca

Today was day 2 of the official portion of GPUG Summit 2018 in Phoenix, and my last day here. I’m flying out early Thursday to head back home, missing the 3rd day (so there will be no recap from me about it!). Here is how my day fared today… Breakfast & Bad News Breakfast was horrible today, for more than one reason. The food today was just not great. Yesterday’s wasn’t outstanding… Continue Reading Jen Kuntz’s...

Read More
GPUG Summit 2018 – Day 1 – JenKuntz.ca
Oct17

GPUG Summit 2018 – Day 1 – JenKuntz.ca

Today was day 1 of GPUG Summit in Phoenix. Not much happened today… LOL… ya right! This year is the first year where there was content for the Power Platform (Microsoft Flow, PowerApps and Power BI). Today I took full advantage of that as it is predominantly new content for me and a chance to learn new things that aren’t necessarily Dynamics GP related. As I do with other events,… Continue Reading Jen Kuntz’s Article on...

Read More
How to follow a conference or event – JenKuntz.ca
Oct16

How to follow a conference or event – JenKuntz.ca

Today’s #TipTuesday is another non-product tip, but I’ll be knee-deep in sessions at GPUG Summit by the time many of you read this, so in the interest of a “simpler” topic, this is what I’ve come up with! Today is the first “full” day of the 2018 GPUG (& other UGs) Summit. I get the sense that a lot of users tend to miss out on the news or updates because they aren’t on… Continue Reading Jen Kuntz’s Article on their...

Read More
GPUG Summit 2018 Pre-Day – JenKuntz.ca
Oct15

GPUG Summit 2018 Pre-Day – JenKuntz.ca

Today was a “long” day but a short day at GPUG Summit. This year’s conference is in Phoenix, Arizona. I originally wasn’t planning on attending, so my time here is short due to the length of my stay being primarily a factor of the cost of the flights I could find to get here! Travel Day There is not much of interest on my flights today. The only funny item was the start of the day… Continue Reading Jen Kuntz’s Article on...

Read More
Dynamics GP is on docs.microsoft.com! – JenKuntz.ca
Oct14

Dynamics GP is on docs.microsoft.com! – JenKuntz.ca

Great news! Dynamics GP documentation is starting to make its way onto the docs.microsoft.com platform. That is AWESOME! So many of us have been vocal about the lack of updated documentation and this is a good first step about addressing that IMHO. Why is this so great? Take a look at all of the other Microsoft products and services that already have documentation on this platform! It’s… Continue Reading Jen Kuntz’s...

Read More
Two Factor Authentication, part 2 – JenKuntz.ca
Oct09

Two Factor Authentication, part 2 – JenKuntz.ca

Today’s #TipTuesday is a continuation of last week’s first post on Two Factor Authentication, 2FA for short. Today I am not getting into examples, as I found an interesting article last week after posting my first blog, that illustrates some of why 2FA and password managers are important. Instead of trying to document what already exists, I focused on some other things in this post and… Continue Reading Jen Kuntz’s Article...

Read More
GP & Intelligent Cloud – first impressions – JenKuntz.ca
Oct09

GP & Intelligent Cloud – first impressions – JenKuntz.ca

Last week, Dynamics GP 2018 R2 was released and the first thing I did was check out and set up the replication with the Intelligent Cloud. I’ve tried a few more things, with somewhat minimal success, which means I need to do some more learning around how to navigate Business Central. In the meantime, here are a few tips around replication that I have figured out, and where I’m at with… Continue Reading Jen Kuntz’s Article...

Read More
GP 2018 R2 Intelligent Cloud – JenKuntz.ca
Oct03

GP 2018 R2 Intelligent Cloud – JenKuntz.ca

Great news! GP 2018 R2 was released today, October 2, 2018. There are tons of posts on the official Dynamics GP blog about the features through their feature of the day series. I downloaded and installed it on my Surface Go, so I could try it on this device as well as check out the new features. After I was done, I went through the Intelligent Cloud setup to see how it looked. Getting… Continue Reading Jen Kuntz’s Article...

Read More
Two Factor Authentication, part 1 – JenKuntz.ca
Oct02

Two Factor Authentication, part 1 – JenKuntz.ca

Today’s #TipTuesday is a topic that likely needs multiple posts to handle it properly. In fact, as I write this, it’s already long before I even get into examples and “how to” on common sites so this will be a mini-series in my #TipTuesday series (a series within a series?!). Long story short: with all of the data breaches and hacks out there, the best thing you can do to protect… Continue Reading Jen Kuntz’s Article on...

Read More
Advanced Lookups – JenKuntz.ca
Sep25

Advanced Lookups – JenKuntz.ca

Today’s #TipTuesday is an oldie but a goodie: Advanced Lookups. These have been around as long as I can remember, but they are one of those hidden things in Dynamics GP that many users don’t realize exists. What are they? For selected Lookup windows in Dynamics GP, Advanced Lookups will add extra sorting and lookup options, up to 4 additional fields for a user to access quickly without… Continue Reading Jen Kuntz’s Article...

Read More
Copy & Paste Unique Values – JenKuntz.ca
Sep18

Copy & Paste Unique Values – JenKuntz.ca

Here’s a cool little Excel tip for #TipTuesday. Have you ever had a column of information in Excel and wanted to get a distinct / unique list of values from one of your columns of data? I learned a new thing last week doing just this, and, surprise, it wasn’t “create a pivot table with that column”! Sample Data Here’s my sample data: from the RM00101 table in Dynamics GP’s TWO… Continue Reading Jen Kuntz’s Article on their...

Read More
Surface Go – First Impressions – JenKuntz.ca
Sep17

Surface Go – First Impressions – JenKuntz.ca

TL;DR summary: I like it! I have had the Surface Go for just over 1 week now. I had been interested in it since it came out and did a lot of research on my recent trip to Fargo comparing US prices vs. CAD prices and comparing the “unique” build configuration that Costco was selling vs. what everyone else had. Yes, I’m one of those… Options & Pricing The basic options and pricing I… Continue Reading Jen Kuntz’s Article...

Read More
GP Utilities user permissions part 2 – JenKuntz.ca
Sep11

GP Utilities user permissions part 2 – JenKuntz.ca

Today’s #TipTuesday is short, but also related to a post from a couple of weeks ago where I posted what the minimum permissions required were for using GP Utilities. Coincidentally (or perhaps not?), last week a consultant posted a “tip” on this on the GPUG Open Forum, where there was a dangerous suggestion made, that I’m not sure they fully realized the implication of (at least I… Continue Reading Jen Kuntz’s Article on...

Read More
Duplicate payments & internal controls – JenKuntz.ca
Sep07

Duplicate payments & internal controls – JenKuntz.ca

This post really doesn’t have anything to do with Dynamics GP specifically, but more about business process, internal controls or lack thereof and a fun “Twitter Moment” earlier today. Late last week, Steve Endow, fellow Microsoft MVP, independent technical consultant, and ISV (distributor of some ISV products at least!) posted a tweet, and it’s not the first time I’ve seen… Continue Reading Jen Kuntz’s Article on their...

Read More
Flash Fill in Excel – JenKuntz.ca
Sep04

Flash Fill in Excel – JenKuntz.ca

Today’s #TipTuesday post is a Microsoft Excel tip, instead of the usual Dynamics GP tips! I do have a tie-in to Dynamics GP on where you could use this in a pinch in GP from an exported Smartlist, at the end of this post! Have you ever used Flash Fill? It came out in Office 2013 (as far as I can confirm) and I must say, there are a number of different instances where I’ve found this… Continue Reading Jen Kuntz’s Article on...

Read More
PowerApps Newbie – home screen – JenKuntz.ca
Sep03

PowerApps Newbie – home screen – JenKuntz.ca

This is post 3 in my series, but it’s the first post where I’m starting to document actual work in PowerApps. Today I have simply started to create the shell of my new app “My Golf Stats” as well as start to get the data layout for what I envision in Excel. This post will just be about the app shell and I’ll dig into the Excel part later. Previous Posts The background and… Continue Reading Jen Kuntz’s Article on their...

Read More
PowerApps Newbie – project background – JenKuntz.ca
Sep02

PowerApps Newbie – project background – JenKuntz.ca

I can’t believe it’s nearly 6 weeks ago that I posted my first post on this topic! Wow, time flies when you’re having fun! Quick recap: I’m interested in learning PowerApps, but as of the moment, I don’t have a good handle on a business application for it in my company. So, it’s going to be a personal project I’m going to tackle to get a sense of what it can and can’t… Continue Reading Jen Kuntz’s Article on their...

Read More
GP Utilities user permissions – JenKuntz.ca
Aug28

GP Utilities user permissions – JenKuntz.ca

Today’s #TipTuesday post is around GP Utilities and what permissions are required. If you are going through any service pack install or upgrade, you might have a lot of workstations that need to be updated! In our case, we just upgraded our Dynamics GP and wanted all hands on deck to help with installs, including some IT team members who didn’t have any GP access. Here’s how you do it… Continue Reading Jen Kuntz’s Article...

Read More
GP Tech 2018 Wrap-up & Pennies for Taylor – JenKuntz.ca
Aug25

GP Tech 2018 Wrap-up & Pennies for Taylor – JenKuntz.ca

I’m getting ready to leave Fargo for another year and head home after a long but great week of learning and networking. For those that may have missed my earlier posts, here are the 3 posts I wrote after each day of the Dynamics GP Tech conference: Today, my flight isn’t until late in the afternoon so I’m just hanging around the hotel and catching up on things like this (blogging) as… Continue Reading Jen Kuntz’s Article...

Read More
GP Tech 2018 – Day 3 – JenKuntz.ca
Aug23

GP Tech 2018 – Day 3 – JenKuntz.ca

Today was day 3 at the Dynamics GP Tech Conference. As in other years, the 3rd day is a half day and many people head on their way back home right after the conference is done. For me, it’s a bonus part of a day off to regroup, review notes, check in on email etc. and get ready for 2 more days of training. I’m going to be taking the eOne Solutions SmartConnect bootcamp Thursday and… Continue Reading Jen Kuntz’s Article on...

Read More
GP Tech 2018 – Day 2 – JenKuntz.ca
Aug22

GP Tech 2018 – Day 2 – JenKuntz.ca

Today (August 21st) is day 2 of the Dynamics GP Tech Conference. This post will be a fair bit shorter than yesterday as it only covers 1 day and I didn’t take as many detailed notes in the sessions I attended! DynPros Beta Distribution Exam The first thing on my agenda today was sitting in on the first take of the GP Distribution exam. Spoiler alert: I crashed and burned, but I went in… Continue Reading Jen Kuntz’s Article...

Read More
Start/Stop SQL by Batch File – JenKuntz.ca
Aug21

Start/Stop SQL by Batch File – JenKuntz.ca

Today’s #TipTuesday post is for anyone who might be running more than one local instances of SQL Server. I often have at least a couple of instances on my laptop, as historically I would want to have the ability to mimic some client installs, as close as I can. While I am no longer a consultant, I will continue to do this so that I can have an instance the somewhat resembles what version… Continue Reading Jen Kuntz’s...

Read More
GP Tech 2018 – Day 1+ – JenKuntz.ca
Aug21

GP Tech 2018 – Day 1+ – JenKuntz.ca

I’m back in Fargo, ND for the annual Dynamics GP Tech Conference. Today was the first day of the conference (Monday August 20th). I arrived on Saturday morning, with very little trouble, except some minor stress of believing I might have been bumped from the 2nd leg of my flights to Fargo. It turns out, if you book in a low enough class of ticket, you aren’t assigned a seat until you… Continue Reading Jen Kuntz’s Article...

Read More
Send Message to Users – JenKuntz.ca
Aug14

Send Message to Users – JenKuntz.ca

Today’s #TipTuesday post is a simple one, and it’s about user notifications. In GP 2013 R2, the “Send Users Message” feature was introduced as an easy way to send a notification to users who are logged in or to add a task to users’ reminder list in Dynamics GP. How to use it This feature is under the Administration page > Utilities > System > Send Users Message. The default view… Continue Reading Jen Kuntz’s Article on...

Read More
Budget Transactions vs Budget Upload – JenKuntz.ca
Aug07

Budget Transactions vs Budget Upload – JenKuntz.ca

Today’s #TipTuesday is a brief post about Budget Transactions. Introduced in GP 2010, Budget Transactions were a feature to add more control over budget changes in Dynamics GP. Here is a brief post on how it works. Why would I use this? In the past with Dynamics GP, prior to GP 2010, changing a budget meant uploading a newer version of the budget using the Excel Budget Wizard or manually… Continue Reading Jen Kuntz’s...

Read More
Retained Earnings account is inactive error – JenKuntz.ca
Jul31

Retained Earnings account is inactive error – JenKuntz.ca

Today’s #TipTuesday post comes from a GPUG forum question that someone posted recently, answered by Victoria Yudin. It’s a good example of what I like to post as “tips” because it’s pretty small, but useful to know. The question essentially was around getting an error about an inactive Retained Earnings account when trying to run the year end close routine in the General Ledger in… Continue Reading Jen Kuntz’s Article on...

Read More
SSRS 2016 Report Builder Permissions – JenKuntz.ca
Jul24

SSRS 2016 Report Builder Permissions – JenKuntz.ca

Today’s #TipTuesday is around the permissions required for either creating reports or publishing reports in SSRS. These are permissions as they relate to Report Builder 3.0 at least, as I haven’t tested that the exact same is true via Business Intelligence Development Studio (BIDS). I assume the same applies but haven’t tested that myself so YMMV. Also of note: this article is purely… Continue Reading Jen Kuntz’s Article...

Read More
PowerApps Newbie – getting started – JenKuntz.ca
Jul23

PowerApps Newbie – getting started – JenKuntz.ca

I’m starting a series that might literally take months to get to any semblance of “done”! This series will follow a purely personal project, in terms of the content of the app I want to try to develop (golf stat tracking), using the Microsoft PowerApps platform. That being said, I will be tagging it as a “business” post since the concepts likely will translate well to anyone… Continue Reading Jen Kuntz’s Article on their...

Read More
Getting rid of Day in Mgmt. Reporter date format – JenKuntz.ca
Jul17

Getting rid of Day in Mgmt. Reporter date format – JenKuntz.ca

Today’s #TipTuesday I *swear* I’ve blogged about before but for the life of me, I cannot find it in my posts. So… I’m documenting it here because I ran into this again after our latest Dynamics GP upgrade and had to search for my own documentation to find the details of the fix. This tip is on how to remove the “day of the week” name from the date format on Management Reporter… Continue Reading Jen Kuntz’s Article on their...

Read More
Lookup window tips – JenKuntz.ca
Jul10

Lookup window tips – JenKuntz.ca

Today’s #TipTuesday contains some Lookup window tips. After last week’s tip on finding a shortcut to the Available to Promise window, I realized there are some hidden gems on Dynamics GP Lookup windows that are often overlooked. What’s a “Lookup” window? Simply stated, these are the windows behind any magnifying glass icon in Dynamics GP. The primary purpose of these are to find… Continue Reading Jen Kuntz’s Article on...

Read More
Hidden shortcut on Item lookup window – JenKuntz.ca
Jul03

Hidden shortcut on Item lookup window – JenKuntz.ca

I wrote this on a plane because I realized I was heading on vacation and hadn’t yet written a #TipTuesday post yet. I’m on a roll now and didn’t want to skip a week!! So, this is pretty short, and maybe everyone else knows about this but it was new to me so I thought I would share. Lookup Window shortcut On the Items lookup window, as far back as GP 2013 at least (where these… Continue Reading Jen Kuntz’s Article on their...

Read More
And then there were 10… – JenKuntz.ca
Jul03

And then there were 10… – JenKuntz.ca

This post was somewhat hard to write, to find the right tone, to express my feelings succinctly enough without seeming ungrateful for what I’ve just been awarded. Yesterday, I received the official news from Microsoft that I had been awarded with an MVP Award for the 2018/2019 period, my first “renewal”. Leading up to yesterday, there were a tremendous amount of messages, emails and… Continue Reading Jen Kuntz’s Article on...

Read More
MVP Renewal for 2018/2019 – JenKuntz.ca
Jul01

MVP Renewal for 2018/2019 – JenKuntz.ca

Today is Canada Day and I’ve been fortunate to get the official notification earlier today that I’ve been re-awarded for the next year. Woohoo! It’s a great way to start Canada Day! This year’s renewal is a little bittersweet as there are a number of people I know who I consider as friends in the community who were not renewed. I’ll write more on that later this week as I need… Continue Reading Jen Kuntz’s Article on their...

Read More
Remote Desktop & Multiple Monitors – JenKuntz.ca
Jun26

Remote Desktop & Multiple Monitors – JenKuntz.ca

Today’s #TipTuesday has nothing to do with Dynamics GP. I was working from home the other day and was connecting to the office via Remote Desktop Services. I have a small tip to share with those of you that do the same and have multiple monitors at home. Remote Desktop Connection options If you use Remote Desktop Connection, this is a setting you may have never noticed. Before you click… Continue Reading Jen Kuntz’s...

Read More
Canadian Payroll 2018 Mid-Year Tax Update – JenKuntz.ca
Jun21

Canadian Payroll 2018 Mid-Year Tax Update – JenKuntz.ca

I’m going to file this post under “I’m glad I was late writing it” because in the time that we were notified of a tax change, to the time Dynamics GP tax update code was ready for download, to yesterday’s news that Ontario has cancelled their planned update, things have changed! Background Every year, there is a mid-year tax update for Canadian Payroll and in recent years, it… Continue Reading Jen Kuntz’s Article on their...

Read More
Navigation Pane Options – JenKuntz.ca
Jun19

Navigation Pane Options – JenKuntz.ca

This week’s #TipTuesday is about the navigation pane and some very brief tips on personalizing what you see. How to customize it By default, the navigation pane will show 4-5 panes, as pictured below. Depending on what you have installed in your environment, there may be more “panes” you have as icons below that. If you’re like me, I would rather see the full name vs. icons so I… Continue Reading Jen Kuntz’s Article on...

Read More
User Preferences tips – JenKuntz.ca
Jun12

User Preferences tips – JenKuntz.ca

Today’s #TipTuesday is a recap of the User Preferences window. Last week I was doing some upgrade testing with some staff and I realized some users weren’t aware of how to personalize some elements of their Dynamics GP environment. So, this is a brief recap of what kinds of things are in the User Preferences window. Where to find it By default, the User Preferences window is on the… Continue Reading Jen Kuntz’s Article on...

Read More
MVP emails gone mad! – JenKuntz.ca
Jun07

MVP emails gone mad! – JenKuntz.ca

At the end of April, I thought I would do an experiment. I kept track of nearly every email that I received as a part of the MVP program for the entire month of May. I deleted nothing. However, some emails such as calendar invites are auto-deleted in Outlook once you accept or decline the invitation, so I may be missing a few. (I know you can change that behaviour in Outlook but I didn’t… Continue Reading Jen Kuntz’s...

Read More
Sample SQL Views for Smartlists – JenKuntz.ca
Jun05

Sample SQL Views for Smartlists – JenKuntz.ca

Today’s #TipTuesday has been on my list for a while and it’s a great resource that many people don’t know exists. Microsoft has creating a “living” document that has embedded links to SQL views that you can run and tweak in your own Dynamics GP environment to create custom smartlists with. The document says it is for Smartlist Designer but the reality is if you create these SQL… Continue Reading Jen Kuntz’s Article on...

Read More