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The Resource Newsletter - May 2014
for Microsoft Dynamics GP and Intacct customers
Please note that the correct date for our upcoming webinar, 5 Quick Ways to Save Hours Every Pay Period, is June 18. We apologize for any confusion.
Complimentary Webinar - 5 Quick Ways to Save Hours Every Pay Period
Wednesday, June 18 | 10 am PDT

Join Integrity Data and The Resource Group for a 30-minute webinar to learn 5 ways to save time every pay period. See how to increase productivity and cost-effectiveness of Microsoft Dynamics® GP with Integrity Data's payroll enhancements.

Register Today
 
Attend Our Intacct Software Cloud Breakfast
Tuesday, June 10 | 8 am - 10 am
The Meydenbauer Center, Bellevue, WA

Intacct Financials is a pure Cloud-based accounting software system that is a best-in-class solution, offers ease-of-use, provides faster innovation, and lowers your total cost of ownership (TCO).

Attend our
complimentary breakfast event where Marty Schillaci, CEO of The Resource Group, will address:
  • What it means to move to a Cloud-based financial solution.
  • The tangible benefits a Cloud solution can bring to your organization.
  • How to get real-time financial reporting and business visibility in the Cloud.

Call 877.287.4760
or
email us

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Complimentary Event | Registration Required
 
Save the Date for RG Connect 2014
Friday, October 24, 2014 | 8 am - 5 pm
The Meydenbauer Center, Bellevue, WA

Watch for more details
www.resgroup.com/rgconnect
Bank Deposit Sort by Credit Card
This enhancement allows you to quickly sort and choose by credit card type in Microsoft Dynamics GP when reconciling your statement.
For more information on this tool please email us.
Watch video
 
A Business Solution from Microsoft-Provides a Flexible Deployment Model
We are at the end of the “Top Reasons to Purchase a Business Solution from Microsoft” blog series. Here is the final list that we assembled over the past nine weeks...
Read More
Dynamics GP 2013 R2 is upgraded – What’s next?
You now have the DYNAMICS database and all company databases and modified reports and forms upgraded to Microsoft Dynamics GP 2013 R2, so what is next?
Learn more
 
Attend a Microsoft Dynamics GP Class
Learn how to better use your Microsoft Dynamics GP system by attending one of our upcoming training classes.
Ready To Upgrade?
Download your free Microsoft Dynamics GP 2013 Upgrade Tool Kit, which includes video clips of new features, a features guide and a checklist to help your team prepare for an upgrade.
 
Reminder: New E-Learning System Arriving This Month
The Microsoft Dynamics E-Learning content will be migrated to an entirely new E-Learning platform this month. 

Please remember that your
E-Learning transcript and the progress of any incomplete courses will not transfer over to the new E-Learning platform. To retain a record of your transcript, please copy your transcript into a Microsoft Word document by using the copy/paste feature or by printing the page using print screen. Remember to finish any incomplete courses prior to the migration. Learn more.
 
Microsoft Dynamics Tip and Trick of the Month

Voiding Credit Memos to Unapply – Part 1
 
If you accidentally applied a credit memo to a wrong invoice, or if you allowed Dynamics GP to Auto Apply credit memos and the wrong invoice was applied to AND the invoice and credit memo were both fully applied (therefore moving them to History), the only way to "unapply" the credit memo is to void it through Void Historical Transactions.
 
PURCHASING PAGE – TRANSACTIONS-VOID HISTORICAL TRANSACTIONS
 

Voiding Credit Memos to Unapply – Part 2

In this scenario, the invoice is in History so cannot be unapplied, but since there is an amount remaining on the credit memo, the credit memo is not yet in history so Void Historical Transactions cannot be used….yet. The fun workaround for this scenario is played out as follows:
  1. Post an invoice to the vendor with the credit memo, in the amount of the amount remaining on the credit memo. Code the Purchasing distribution to your suspense account.
  2. Apply the credit memo to this newly posted invoice. This will fully apply the credit memo to the invoice and both will move into History.
  3. Void the credit memo using Void Historical Transactions.
  4. Void the invoice using Void Open Transactions.
Fun Fact

The human brain has the capacity to store everything that you experience.
 


The Resource Newsletter
is brought to you by The Resource Group, a Microsoft Dynamics Gold Partner and Intacct provider. If you have any questions or suggestions, please contact us at 425.277.4760 or email info@resgroup.com.

The Resource Group | 600 SW 39th St., Ste. 250, Renton, WA 98057 |
www.resgroup.com
 
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