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

1099 Review for Microsoft Dynamics GP

Posted by Belinda Allen on May 7, 2014 3:45:00 PM

Need to make sure you have all the necessary information for 1099 transactions? 

With Microsoft Dynamics GP 2013 SP2 and higher, SmartList Designer can be used to create just want you need.  Watch this video to see how to do it!

Belinda, of Smith & Allen Consulting in New York City, NY talks about 1099 mangement in Microsoft Dynamics GP.

Tags: Payables Management, SmartList

When did it post in Microsoft Dynamics GP (with video)

Posted by Belinda Allen on May 17, 2013 11:04:00 AM



I noticed today the following message from a GP user on GPUG Collaborate:

Does anyone know how to run a trial balance or JE listing out of GP or a Smartlist that shows the date that the entry was originally recorded?  For instance, all December 2012 entries that were recorded and posted after January 15, 2013. 

Microsoft Partner Rod O'Connor from Briware Solutions gave a great answer regarding how to have this show in SmartList.

Although Rod’s answer was perfect and the best approach to offer a user, I wanted to extend the answer with a video of how this can be added to a Microsoft Dynamics GP General Ledger Trial Balance.

Please note the following Video moves VERY quickly and does NOT explain the whys of what I am doing only the how to.  This video would be for those who already know how to use the Microsoft Dynamics GP Report Writer and want the posting date always included on the Trial Balance.



For More information on GPUG and Collaborate, visit


The picture below was taken from my client's office, I thought it would be fun to share.  In the window you see my colleague's image as he took the picture!

Belinda shows how to quickly add the actual posted date to Microsoft Dynamics GP GL reports.

Tags: Report Writer, General Ledger, SmartList

Microsoft Dynamics GP Purchase Order Approvals

Posted by Belinda Allen on Jan 4, 2013 7:29:00 AM

OK, so you are using Microsoft Dynamics GP with the Purchase Order Enhancement “Approvals” but now you want to see “unapproved” Purchase Orders in SmartList.  What do you do?

Out of the box, GP’s PO Enhancements do not get added to SmartList objects, so I’ve done that for you here.  To utilize this feature you must have a license a GP’s “SmartList Builder.”  This blog posting includes a Contact Form to request a free XML file that you can import into SmartList Builder.  After importing you’ll have access to a SmartList Object for Purchase Orders with the Approval status AND you’ll have access to an Excel File that will reside with your other “Excel Refreshable Reports” that includes “Drill back” into GP pulling up the PO in question.  Note to use the Drill Back feature you must have GP installed on the same machine you are using AND you must be logged into GP.

  1. Pull up the Excel Report
  2. Data Refresh for an updated List
  3. Highlight the Purchase Order you want to review or approve and double click
  4. Review in GP, approve in GP
  5. Back in Excel, click on Data then Refresh to update the report.

If you are not using the Purchase Order Enhancement “Approvals then this SmartList will yield NO information on it.  You will not get an error, but you will not get any data either.

You’ll also note from this video that I am using GP2013.  Here’s an opportunity to get a sneak peak of this very cool new release!

Microsoft Dynamics GP PO Approval is on the mind of Belinda the GP CSI

  Request File

Tags: Excel Refreshable Reports, Purchase Order Processing, SmartList

Microsoft Dynamics GP - GPUG NY / NJ meeting

Posted by Belinda Allen on Nov 21, 2012 1:45:00 PM

Come see me in person discuss SmarList Builder and Excel Builder at the (Microsoft Dynamics GP) GPUG regional meeting Tuesday, 11/27/12 at the Microsoft Office in Manhattan, New York.

GPUG NY NJ Meeting with Belinda, the Microsoft Dynamics GP CSI.

Please join us for the next meeting of the GPUG NY/NJ Regional Chapter on

Tuesday, November 27, 2012 from 8:30am - 12:00pm EST. We're planning a great

meeting at the Microsoft office in Manhattan. Don't miss this exciting opportunity

for face-to-face networking with your peers and fellow GP users in your area.

To register for the event, click here.




Meeting Agenda:                                                                                                                    

8:30 - 9:00am    

Welcome & Introductions 

9:00 - 10:00am    

SmartList Builder

10:00 - 10:20am    

Break & Networking

10:20 - 10:40am     

SmartList Builder - Customer Examples

10:40 - 11:45am

Excel Builder & Navigation Builder

11:45 - 12:00pm

Planning of Next Meeting

Meeting Location: 
Microsoft Office
1290 Avenue of the Americas - 6th Floor
Room: Belasco  
New York, NY 10104

Registration Costs: 
Basic Members: $20.00
Premium Members: FREE

Tags: GPUG, SmartList, Excel, Event

Dynamics GP Reporting Panel Discussion

Posted by Belinda Allen on Apr 17, 2012 5:14:00 PM

I will be on the panel for this free Webcast answering your questions about reporting in Dynamics GP!

Join our panel of experts in financial reporting tools forMicrosoft Dynamics ERP to learn the latest thinking on the tools and techniques for building the right reports for the right audiences with the right data. Learn how top minds in the field are using the Microsoft technology stack to enforce compliance, improve secure access, and optimize data visibility and intelligence in different scenarios and in different types of businesses.Is your organization's financial reporting maximizing the tools at its disposal? Do you find yourself producing less than optimal layouts for your executive team based on the tools you have on hand?

Join us on Friday, April 20, 2012 at 11am EDT (GMT -4) to ask the experts your questions and learn about topics including:

  • When to use out of the box reports vs report writers
  • Potential regulatory hurdles for private and public companies that you should be planning for today.
  • What to expect when moving from FRx to Management Reporter
  • How to justify an investment in SQL Server Reporting Service report development
  • When to embrace - and avoid - Excel reports

Tags: GP, Report Writer, Dynamics, Microsoft, FRx, Management Reporter, ERP, SmartList, Excel

Microsoft Dynamics GP Prepare for your 1099's

Posted by Belinda Allen on Apr 17, 2012 5:02:00 PM

November is the perfect time to start preparing for those pesky, yet required 1099’s in Dynamics GP. First step is making sure you have a Tax ID for all your 1099 vendors. In this video I’ll show you how to:
  • Use SmartList to pull up all Vendors that are 1099 vendors
  • Print a letter for your vendors requesting a W-9 form
  • Exclude any vendor for which you already have a Tax ID number, so you’re only printing letters requesting W-9’s from the right vendors.

    Smith & Allen Consulting, Inc.



Tags: Payables Management, Letter Writing Wizard, SmartList

Microsoft Dynamics GP Source Documents and Audit Trail Codes

Posted by Belinda Allen on Apr 17, 2012 4:53:00 PM

Let’s talk about the Source Document and Audit Trail in Microsoft Dynamics GP posting:
• Where is created?
• Where is it used?
• Why is an audit trail code important?
• How can I use the Source Document code in Smartlist?

Smith & Allen Consulting, Inc.

Tags: System Manager, General Ledger, SmartList

Microsoft Dynamics GP SmartList Comparison Fields

Posted by Belinda Allen on Apr 17, 2012 3:44:00 PM

This is a cool way to use SmartList! Comparing 2 similar Dynamics GP  fields makes creating a list of Customers over their credit limit a snap! See how I do it.

Tags: Receivables Management, SmartList

Where where these invoices I'm paying expense'd in Dynamics GP?

Posted by Belinda Allen on Apr 16, 2012 9:36:00 AM

In this video I show you 3 options for extracting Check Registers from Payables Management. 1 option even shows you all the GL account numbers that were used for the invoices being paid using Microsoft Dynamics GP.

Tags: Payables Management, SmartList

Manually apply Dynamics GP AP documents

Posted by Belinda Allen on Apr 16, 2012 9:33:00 AM

In this video I show the 2 different methods for apply Returns, Credit Memo’s and Prepayments to Microsoft Dynamics GP Payables Documents; while creating a check and without creating a check.

If this happens frequently, you may want to create a SmartList Reminder for unapplied Credit documents in Payables.

Tags: Payables Management, SmartList