On the first day of Christmas my true love gave to me a brand new Financial Year
Tools> setup > company > Financial periods
In the year box enter your new year, check the first and last days, add the number of periods you require then select calculate, then ok , and voila you have a new year.
On the Second day of Christmas my true love gave to me A smartlist to check my account posting types.
Open smartlists goto financial and accounts. You will notice posting type is brought in by default. You can now set up search criteria based on your account structure to return accounts within the balance sheet range that do not have a posting type of balance sheet. In this way you can check the account posting types before yearend , the number one cause of year end issues being an incorrect posting type.
On the third day of Christmas my true love gave to me a link to the online manuals ( so I could do her job while she was off living it up over the festive period)
Help> printable manuals
Here you will find manuals for most modules with instructions on how to complete most processes on the system.
On the fourth day of Christmas my true love gave to me advice on how to change to 20% tax in January.
See the below blog article for instructions
On the fifth day of Christmas my true love gave to me a full backup before my Year end
Once you hit that process button for year end there is no undo, so you need to make sure you have a full backup before hand (just in case)
On the sixth day of Christmas my true love gave to me a hard copy of my year end report.
There are no reprint options for the year end reports so , always print a hard copy or print to file, either way make sure you retain a copy.
On the seventh day of Christmas my true love gave to me a customer list extracted from smartlist to send seasonal greetings (via a word mail merge).
Goto sales and customer addresses
Here you can output a list of your customer addresses to excel, once in excel this could be used to provide envelope addresses or contact details in a word mail merge document to send seasons greetings to all your customers.
On the eight day of Christmas my true love gave to me strict instructions not use GP (During or immediately after the office party whilst possibly under the influence)
Nuff said, don’t drink and post journals.
On the ninth day of Christmas my true love gave to me the support debugging tool (to change company background colours to something festive)
This is a great tool and on a serious note with the new floating GP windows its often difficult to tell which company your in if you have multiple companies open at a time on one machine. So why not colour code them , could save a lot of trouble with miss posted journals etc.
On the tenth day of Christmas my true love sent to me a budget for a Dynamics GP2010 upgrade (because its worth it).
Everyone should be asking Santa for this.
On the eleventh day of Christmas my true love gave to me a free download of Power pivot
For those that don’t know this is an incredibly powerful free add in to excel 2010, when combined with the other excel functionality in Dynamics GP this becomes a must have.
On the twelfth day of Christmas my true love gave to me a link to the Microsoft partner network festive game (to keep the IT dept interested, so they don’t decide to upgrade the network over the festive period without checking for compatibility with Dynamics GP first).
You laugh , it has happened to us two years on the trot on the helpdesk, sheepish calls from clients who suddenly find issues with frx and other functionality because IT decided to use the quite time to upgrade operating systems or servers and did not check for compatibility first. Please, please, please, please, check with your helpdesk before updating operating systems.