Many modern ERPs let you attach files to your records. This is a useful feature when keeping track of important internal or customer documents, like invoices, receipts, purchase orders, etc. The only problem is, if you have many people working on the same file and...
You’re surfing the web, and you stumble across an awesome website you want to explore further, but you don’t have the time right now. And, you know you’ll never be able to remember its web address. What do you do? Save it to your favorites (or bookmarks) list, of...
Today, I want to share a simple, but handy Microsoft Dynamics GP trick. If you’ve ever been unable to download Management Reporter reports from the web viewer, you know how frustrating this can be. Whether you want to share the report with a coworker or need it for a...
Much of accounting work such as creating monthly, quarterly or yearly reports is repeatable. So, why waste time reinventing the wheel every time you do the same task? Wouldn’t it be nice to create a report once and then use it repeatedly, just making simple edits as...
Even with all the fancy data visualization tools on the market today, like Power BI, Tableau and many others, Excel remains one of the most popular reporting tools. There are many reasons this could be true. Personally, I think Excel’s popularity has a lot to do with...
One of the most popular features many accounting software vendors have added over the last several years is the ability to attach documents to a record. Finally, you can keep all important information in one place. No need to worry about storing documents locally on...