Tips and hints

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Computer Initiatives regularly produces a newsletter that is sent to clients. This newsletter contains tips and hints on the usage of Microsoft Dynamics GP. With effect from June 2010, each time a newsletter is sent out it will also be added to this site. To view a newsletter click on it on the right. Details about what is contained in each newsletter is seen below:

  • September 2011: Budgets. How to create budgets through the export and import of Excel workbooks.
  • August 2011: SmartLists. Details the functionality found in SmartLists, a useful enquiry tool, and how to view and change a SmartList to suit your requirements.
  • February 2011: Assigning function keys to shortcuts. This details how to select commonly used forms in Dynamics GP by pressing a single button from anywhere in Dynamics GP.
  • January 2011: Using Quick Journals to process recurring transactions. This explains how to use Quick Journals which enable you to create templates for such journal entries without the necessity of using recurring batches.
  • November 2010: Credit notes in Sales Order Processing. This explains how a credit note ("Returns transaction") can be created in a "semi-automatic" manner based on the original invoice.
  • October 2010: "Missing" journal numbers. This provides information for auditors as to why journal numbers may be "missing" and how to change the system to address their concerns for the future. 
  • August 2010: KnowledgeBase. This details how to login and use KnowledgeBase, a resource found on CustomerSource that provides clients with useful self-help information. 
  • July 2010: The Letter Writing Assistant. This newsletter guides you through the process of how to use the Letter Writing Assistant, a useful tool that allows the automatic production of letters to debtors and creditors.
  • May 2010: Using eLearning. This newsletter guides you through the process of viewing and creating a lesson plan for yourself using the eLearning material found on CustomerSource.