Commonly Overlooked Microsoft Dynamics GP Timesavers
Microsoft Dynamics GP is designed to make accounting easier and quicker. Make it quicker still by incorporating these commonly overlooked keyboard shortcuts and time-saving features in Dynamic GP.
|Selecting IDs||While entering transactions, you place the insertion point in
an ID field and type the first few letters of the ID; Microsoft
Dynamics GP displays a drop-down list that contains all IDs that
match the letters you type.
|Opening Lookup windows||You can place the insertion point in a field that contains a
magnifying glass and press Ctrl+L to display the associated lookup
|Keying dates||When you enter a transaction, Microsoft Dynamics GP suggests by
default the system date on your computer. You can click the
calendar beside the Date field to select a different date or you
can place the insertion point in the date field and press + to
increment the date by one day or – to decrement the date by
one day. Each subsequent time you press + or –, Microsoft
Dynamics GP increments or decrements the date by one day. When you
type a date, you don’t need to key the year if the year is the same
as the system date, and you don’t need to type any dashes or
slashes; you can simply type the two digit month and two digit day
and then tab out of the field.
|Automatically navigating to the Batch window for a particular
|While viewing a transaction in a transaction entry window, you
can navigate to the batch containing the transaction if you click
the expansion arrow beside the Batch ID field. After the batch
window opens, you can close the transaction entry window, which
will now appear behind the Batch window, so that you can edit or
delete the batch.
|Mass Modify||Use the Mass Modify chart of Accounts window to easily create
new accounts using information from existing accounts. You also can
use this window to move, make inactive, or delete an account or a
range of accounts. Choose Cards→Financial→Mass
|Item Copy||Use the Item Copy window to quickly create a new item using the
attributes of an existing item. Choose
Cards→Inventory→Item, enter a new Item ID number, and
choose Copy. When prompted, select the existing item you want to
use as the foundation for the new item.
|Auto Apply||Use this time-saving feature in Receivables Management and
Payables Management to automatically apply credit transactions,
credit memos, and returns to as many documents as possible. Choose
Transactions→Sales→Apply Sales Documents or