Microsoft Dynamics GP 2010 Cookbook -- Table of Contents -- Microsoft Dynamics GP 2010 Cookbook -- Credits -- About the Author -- Acknowledgement -- About the Reviewers -- Preface -- Why a Dynamics GP Cookbook -- What this book covers -- What you need for this book -- Who this book is for -- Conventions -- Reader feedback -- Customer support -- Errata -- Piracy -- Questions -- 1. Personalizing Dynamics GP -- Introduction -- Improving visibility by setting Required Fields to bold and red -- Getting ready -- How to do it... -- How it works... -- There's more... -- Modifier with VBA -- Getting faster access to data with the Shortcut Bar -- Getting ready -- How to do it... -- How it works... -- There's more... -- Using external shortcuts for greater flexibility -- Organizing with folders -- Complex shortcuts -- See also -- Reducing clicks with Startup shortcuts -- Getting ready -- How to do it... -- How it works... -- There's more... -- File example -- Drag and Drop -- See also -- Personalizing the Home page by selecting the right role -- How to do it... -- See also -- Speeding up access to data with Quick Links -- Getting ready -- How to do it... -- How it works... -- See also -- Rearranging Navigation to make it easier -- Getting ready -- How to do it... -- How it works... -- Jumping to the right location with Breadcrumbs -- Getting ready -- How to do it... -- Managing personal reports with My Reports -- How to do it... -- There's more... -- Reports without options -- Better dates in report options -- See also -- Viewing open items with the Task List -- Getting ready -- How to do it... -- How it works... -- There's more... -- Recurring tasks -- See also -- Visualizing information with Home page Metrics -- How to do it... -- How it works... -- There's more... -- Multiple metrics -- Full View -- See also.

Accessing accounts faster with Favorites in Lookups -- Getting ready -- How to do it... -- There's more... -- Set as Default View -- Restricted List -- Resetting -- Account Security -- See also -- Cleaning up the mess by fixing AutoComplete errors -- Getting ready -- How to do it... -- How it works... -- There's more... -- Removing unused entries -- Reducing the number of AutoComplete entries -- Resetting AutoComplete -- 2. Organizing Dynamics GP -- Introduction -- Speeding up account entry with Account Aliases -- Getting ready -- How to do it... -- How it works... -- See also -- Gaining visibility with Horizontal Scroll Arrows -- How to do it... -- How it works... -- There's more... -- Activating Horizontal Scroll Arrows for all users -- Widening segments for better visibility -- Streamlining payables processing by prioritizing vendors -- Getting ready -- How to do it... -- How it works... -- Getting clarity with User Defined fields -- How to do it... -- How it works... -- There's more... -- Special User Defined 1 features -- Company Setup user defined fields -- Expanded user defined fields -- See also -- Developing connections with Internet User Defined fields -- How to do it... -- How it works... -- There's more... -- Login and password -- Labels 7 and 8 -- See also -- Gaining additional reporting control with Account Rollups -- Getting ready -- How to do it... -- How it works... -- See also -- Remembering processes with an Ad hoc workflow -- Getting ready -- How to do it... -- How it works... -- See also -- Improving financial reporting clarity by splitting purchasing accounts -- How to do it... -- How it works... -- Speeding up lookups with Advanced Lookups -- Getting ready -- How to do it... -- How it works... -- See also -- Going straight to the site with Web Links -- Getting ready -- How to do it... -- How it works... -- There's more...

All field values -- Multiple values -- See also -- 3. Automating Dynamics GP -- Introduction -- Using Reminders to remember important events -- How to do it... -- How it works... -- There's more... -- Drill down into Reminders -- See also -- Controlling reporting dates with Beginning and Ending Periods -- Getting ready -- How to do it... -- How it works... -- There's more... -- Fiscal period versus Month -- Beyond the period -- See also -- Automating reporting with Report Groups -- Getting ready -- How to do it... -- How it works... -- There's more... -- Groups of groups -- See also -- Speeding up entry by copying an Inventory Item -- How to do it... -- How it works... -- Improving consistency with Shortcuts and User Classes -- Getting ready -- How to do it... -- How it works... -- See also -- Speeding up month-end close by Reconciling Bank Accounts daily -- Getting ready -- How to do it... -- How it works... -- There's more... -- High Transaction Volume Accounts -- Bank statement cutoff -- Automating processes with Macros -- How to do it... -- How it works... -- There's more... -- Macros and the Shortcut Bar -- Running macros with a keystroke combination -- Macro pauses -- Sequential Macros -- See also -- Getting early warnings with Business Alerts -- Getting ready -- How to do it... -- How it works... -- There's more... -- Prebuilt alerts -- See also -- Splitting AP across departments automatically with Control Account Management -- Getting ready -- How to do it... -- How it works... -- There's more... -- Multi-company -- See also -- Getting control of accruals and deferrals with Recurring GL batches -- Getting ready -- How to do it... -- How it works... -- There's more... -- Recurring batch best practices -- Revenue/Expense Deferral module -- Field Service Contracts module -- Speeding up document delivery with e-mail -- Getting ready.

How to do it... -- How it works... -- There's more... -- Setup -- 4. Harnessing the Power of SmartLists -- Introduction -- Sorting data to get the information you want -- How to do it... -- How it works... -- See also -- Speeding up access to information with SmartList Favorites -- How to do it... -- How it works... -- There's more... -- Modifying SmartList Favorites -- Go To -- See also -- Getting warnings with SmartList Alerts -- Getting ready -- How to do it... -- How it works... -- There's more... -- Modifying and removing Custom Reminders -- See also -- Improving information returned with SmartList Search -- How to do it... -- How it works... -- There's more... -- Field Comparison -- Match Case -- Search Type -- See also -- Controlling data with SmartList Record Limits -- How to do it... -- How it works... -- Tailoring SmartLists by adding Fields -- How to do it... -- How it works... -- There's more... -- Removing fields -- Favorites -- Default SmartLists -- See also -- Controlling access by sharing or restricting SmartList Favorites -- How to do it... -- How it works... -- There's more... -- SmartList security -- Favorite naming best practices -- See also -- Renaming Fields for clarity -- How to do it... -- How it works... -- There's more... -- Default SmartList column names -- See also -- 5. Connecting Dynamics GP to Microsoft Office 2010 -- Introduction -- Getting control of Outlook features on the Home page -- How to do it... -- How it works... -- See also -- Building analyses by Exporting SmartLists to Microsoft Excel -- How to do it... -- How it works... -- See also -- Delivering flexibility by exporting Navigation Lists to Excel -- How to do it... -- How it works... -- See also -- Improving reports by sending SmartLists to Word -- How to do it... -- How it works... -- See also.

Communicating with customers using Letters from Microsoft Word -- How to do it... -- How it works... -- There's more... -- SmartList Favorites -- Letter Customization -- Other Starting Points -- See also -- Skipping the exports by using Prebuilt Excel Reports -- Getting ready -- How to do it... -- How it works... -- There's more... -- Excel Report Builder -- SQL and ODC Connections -- Trust and Security -- See also -- Improving performance by globally turning off Outlook integration -- How to do it... -- How it works... -- See also -- Reporting on any Dynamics GP data with direct Excel Connections -- How to do it... -- How it works... -- There's more... -- Tables -- Advanced Options -- Importing data with Microsoft Word and a Dynamics GP Macro -- Getting ready -- How to do it... -- How it works... -- There's more... -- Limitations -- Getting fine grain control of Excel Exports from SmartLists -- Getting ready -- How to do it... -- How it works... -- See also -- Gaining flexibility by printing documents with Microsoft Word -- How to do it... -- How it works... -- There's more... -- Which Report to Use -- User Template Creation -- 6. Exposing Hidden Features in Dynamics GP -- Introduction -- Controlling Posting Dates when not posting by batch -- How to do it... -- How it works… -- Reducing posting steps with better Printing Control -- Getting ready -- How to do it... -- How it works... -- There's more... -- Posting reports -- System Print Dialog -- See also -- Improving information with Tax Dates in transactions -- Getting ready -- How to do it... -- How it works... -- See also -- Gaining the option to Process Taxes in the General Ledger -- Getting ready -- How to do it... -- How it works... -- See also -- Tracking Tangible Personal Property Tax information for Fixed Assets -- Getting ready -- How it works... -- See also.

Understanding all of the financial information about an asset with Fixed Asset Details.