Category: How Tos

Build a Refreshable Excel 2013 Dashboard with Dynamics GP Data: Part 4 of a 5 part series

In previous posts, we have talked about the benefits of Business Intelligence, created a report with Jet Express for Dynamics GP and analyzed Dynamics GP sales data using Market Basket Analysis to help increase sales. Today we will be connecting our Excel 2013 spreadsheet to a SQL view to create a dynamic refreshable Sales Dashboard. So let’s jump right in and get started building our Sales Dashboard.

November 4, 2013

Revaluation and reconciliation of A/R aging report to the A/R general ledger account

It is important to perform the revaluation process every month between sales and financial modules to make sure the company’s A/R aging report balances to the A/R general ledger account.

There are two steps in such revaluation process. First, we must revalue the financial series by going to Microsoft Dynamics GP—Tools—Routines—Financial—Revaluation.

October 21, 2013

How To Create a Smartlist With Anyview Using SQL View

The ability to create smartlists are an important part of making any business work in a more efficient manner. Using Anyview with SQL View you are able to make smartlist for any situation. First start by creating your View in SQL in the appropriate database. Remember to give your view a unique name.

September 23, 2013

A Step-By-Step Guide to Sales Order Reporting with Jet Report’s Free Jet Express for GP

In part 1 of this series, we talked about the benefits of Business Intelligence in today’s competitive environment. Between fierce competition and a down economy, wouldn’t it be nice to start with a program that is free? That’s where Jet Report’s free self-service reporting solution Jet Express for GP comes into play.

September 4, 2013

Attaching Files in Dynamics GP

File attachments allow you to provide supporting documents to particular records in Dynamics GP. For instance, you may want to associate an Excel spreadsheet with a particular vendor:

June 30, 2013

Tips and Tricks: Excel

This month’s Excel tips and tricks will help you work quicker. By looking at two parts of the same spreadsheet at the same time, it can help prevent losing a spreadsheet you forgot to save, and provides a quick and easy way to identify duplicate cells.

March 7, 2013

Tip’s and Trick’s: Year End Closing checklist

With the new year around the corner and tax season on the way it is important to start getting everything set to close out the year. We at KTL know how much goes into this and have developed a checklist to help you move efficiently through the steps to close out the year the easiest way possible.

December 17, 2012

Tips and Tricks: GP Year-End Closing checklist

With the new year around the corner and tax season on the way, it is important to start getting everything set to close out the

November 30, 2012

Index Fragmentation can cause performance issues

Keeping your SQL Server turned requires that you perform routine maintenance on a regular basis. Some of those routines can be automated through a maintenance

June 12, 2011