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Home > Insights > Sindhu Nair
  • March 15, 2018

    How to Create a SmartList with a Territory ID in Microsoft Dynamics GP

    Have you ever needed to create a SmartList with a Territory ID? This blog walks you through creating that list from the invoice and the Customer Maintenance card, using SmartList … Continue Reading…

  • February 20, 2018

    Quick Tip: Budget Import Exception Report in Dynamics GP

  • February 15, 2018

    Quick Tip: Copy User Home Page Settings in Dynamics GP

    Ever wonder how you can copy user home page settings in Microsoft Dynamics GP? This great feature was introduced previously and provides the ability to quickly set up users with … Continue Reading…

  • July 25, 2017

    Microsoft Dynamics GP: Setting up a Workflow for Financial Batch Approval

    Administration > Setup > Company > Workflow > Workflow Maintenance Select Financial in the drop down (Figure 1).   Click on the New Workflow icon in the top pane (Figure … Continue Reading…

  • June 06, 2017

    Steps to Enable a Workflow Setup in Dynamics GP

    1. Setup up the Workflow Setup in Microsoft Dynamics GP. Administration > Setup > System > Workflow Setup (Figure 1)   2. Setup up the Workflow Calendar. This setup is … Continue Reading…

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