This is all about how I use GP, based on what I learned in my investigations with clients...

Microsoft Dynamics GP FRx Report Book, too powerful to miss using

Posted by Belinda Allen on Mar 29, 2012 4:28:00 PM


When Microsoft Dynamics GP FRx came out with the latest (and last) version (6.7) a module was introduced called Report Book. It was love at first site. I fell in love with the simplicity of creating a report that can be delivered in a single file.

I use this module with great joy. Sounds silly, BUT this module allows me to make sure I include all the data I need when I deliver my statements. It’s so great I started using it for weekly reports as well, even when an FRx report is not one of the deliverables.

With this module, you can add FRx reports and almost any other kind of document, like Excel, word, PowerPoint, etc.

Each week we send an operational report built in FRx (yes, you can build operational reports with a combination of financial and unit accounts), excel reports (that can be started in Smartlist) and Notes written in word.

The recipient of the FRx file needs only the FRx drilldown viewer to open this single file, and just the tiniest amount of guidance to use.

If you use FRx and not Report Book, you’re missing out on a real time saver!

Tags: GP, Reports, Dynamics, FRx, ERP

To Print or not to Print in Microsoft Dynamics GP

Posted by Belinda Allen on Mar 29, 2012 3:51:00 PM

Posting Reports...

I get asked during every new implementation "which posting reports should I keep in Microsoft Dynamics GP?" If you ask which reports I keep, the answer is... None.

OK, there is an exception to every rule, and the exception here is I keep some payroll posting reports and bank reconciliation posting reports and NOTHING ELSE, not even year ending closing reports.

Why? Because I can reprint any of them at any time. Why waste paper and trees? Why pay rent for extra space to store filing cabinets (that I'd have to buy) to store paper with toner (that I also have to buy) for reports that I'll never need and if I do I'd probably just reprint them anyway! Not to mention, I do not have time to file them! Look at your desk, I bet you have a stack of posting reports sitting there waiting to be filed.

Save a tree, save money, save time, save your sanity.... Consider turning off your posting reports!

Tags: Reports, System Manager