Payroll Year End Closing

Join Deb Sletmoen as she reviews Payroll Year End Closing for Microsoft Dynamics GP.

Contact us with any questions you have about Payroll Year End and sign up to attend future webinars.

2018 GP User Conference Wrap Up

Simply put – the best GP User Conference Ever! We kicked off our annual GPUC event and it did not disappoint. With over 20 different companies from near and far and over 100 attendees, we were very excited about what GPUC 2018 would bring.

The first day kicked off with a welcome session by our very own President, Deb Sletmoen and Keynote speaker, Theresa Nistler with Microsoft. Over the course of 3 days, attendees could choose from over 60 sessions and were easily able to do so with our new event app. With the GPUC app, attendees were able to create their own schedule, provide session feedback through surveys and network with peers. We think the app was a great asset for this event and we look forward to utilizing it for future events. If you attended GPUC and haven’t taken the GPUC survey on the app, you can take it here.

Our team enjoyed showing off their knowledge with session topics from Financials to SQL, and even a session about social media. Which session was your favorite?

One of our conference highlights was the social happy hour sponsored by Concur. We had a great time chatting with everyone over drinks and enjoyed the time to relax after a busy day filled with all things Dynamics GP.

Over the course of GPUC, we gave away awesome swag, gift cards, a Surface Pro and even a Yeti cooler! Congratulations to all our winners – we hope you enjoy your prizes!

Thank you to everyone who attended GPUC this year and big thank you to all our sponsors, as this event wouldn’t be possible without them!

Didn’t get a chance to attend GPUC 2018? Don’t worry, contact us now to learn more about IS or to chat about GPUC 2019.

 

Keyboard Shortcuts for Dynamics GP

The key to becoming proficient at demonstrating Dynamics without using the mouse is to practice. You probably felt awkward the very first time you used a mouse, and you will initially feel awkward using only the keyboard in Dynamics. This feeling will occur not because Dynamics is difficult to use with the keyboard, but because you initially learned the program with a mouse. The only solution is to practice!

Watch our recent webinar on how to Customize Your GP.

TAB SEQUENCE

The tab sequence in Dynamics is the order in which fields and controls will be selected as you navigate from field to field with the keyboard. On a windows machine, almost every field and control on a window is part of the tab sequence. The Dynamics tab sequence follows a defined format for every window:

1. Data entry fields and controls from left to right, top to bottom: These are all the text fields, financial fields, check boxes, radio buttons, list boxes, etc. where you can enter information.

2. Window Body Buttons from left to right, top to bottom: These are buttons in the main body of the window which open other windows or start processes, such as the Summary, History and Budget buttons on the General Ledger Account Maintenance Window.

3. Window Control Area Controls from left to right These are all of the controls (Browse buttons, Save, Cancel, etc.) which are located in the window control area. The Push Pin button is not included in the tab sequence.

4. Window Body Controls from left to right, top to bottom: These are all of the other visible controls on the window such as lookup window buttons, expansion window buttons, record note buttons, etc.).

5. Display only fields and hidden zoom buttons are not part of the tab sequence.

FIELD-TO-FIELD NAVIGATION

The TAB key selects the net field or control in the tab sequence. SHIFT + TAB selects the previous field or control in the tab sequence. ENTER will activate the default button. (These are standard Windows actions.) In Dynamics, we give the user the option of using ENTER (or RETURN), to select the next field in the tab sequence. When this selection is made (Setup, User Preferences), ENTER and TAB will select the next field or control in the tab sequence. SHIFT + TAB will select the previous field or control in the tab sequence. SHIFT + ENTER will activate the default button.

DEFAULT BUTTON

It is imperative to understand the concept of the default button to navigate effectively with the keyboard. As described in the previous section pressing ENTER (or SHIFT + ENTER), will cause the default button to respond as if it had been clicked with the mouse. The default button on a window is indicated by a black outline that is wider than other outlines. Which button is the default button changes in a predictable manner based on user actions. When a window is opened or restarted (a window restart occurs when the user finishes with the current records, usually with save, clear or delete), the standard default button is automatically set to the most common action the user is likely to take with the window (save, select OK, etc.). As long as the user is moving between data entry fields, the default button will not be changed and can be activated at any time by pressing ENTER. However, if the user navigates to a button by pressing TAB, that button becomes the default button and can be activated by pressing ENTER. As soon as the user navigates back to a data entry field, the default attribute is restored to the standard default button. Take a few minutes to use the TAB, SHIFT + TAB and ENTER keys to navigate around the General Ledger Account Maintenance window. After a little use, the concept of the “default” button becomes intuitive. (The concept and selection of the “default” button is a Windows standard action.)

KEYBOARD EQUIVALENTS

Most mouse actions in Dynamics can also be done using a keyboard equivalent. The following items can be controlled from the keyboard:

1) MAKING A MENU SELECTION : Holding down the ALT key while pressing one of the underlined letters in a menu title will activate that menu, (e.g. ALT + F activates the File menu). Once a menu is activated, you can use the UP and DOWN ARROW keys to highlight the desired menu option. Once the correct option is highlighted, press ENTER to select it. You can also use the LEFT and RIGHT ARROW keys to activate the next menu to the left or right of the currently active menu. ALT + SPACEBAR activates the Dynamics control menu, (the little box in the upper left comer); ESCAPE deactivates the menu selection process and returns you to your previous Dynamics window. (These are all standard Windows actions.)

2) CLOSING A WINDOW : CTRL + F4 will close the currently active window and activate the next front most window. (This is a standard Windows action.) Switching Windows: CM + F6 will activate the next front most window in Dynamics. Repeatedly pressing CTRL + A will allow you to cycle through all of the currently open Dynamics windows and palettes. (This is a standard Windows action.)

3) EXITING DYNAMICS : ALT + F4 will exit the Dynamics program.

4) CHECK BOXES : Pressing the SPACEBAR will alternately mark and unmark a check box control. Radio Buttons: Pressing the DOWN or RIGHT ARROW key will select the next radio button in a series. Pressing the UP or LEFT ARROW key will select the previous radio button in a series. You may also press the first letter of the radio button prompt to select a specific button in the series. Drop Down List: Pressing the DOWN or RIGHT ARROW key will display the list. Pressing the UP or DOWN ARROW key will move the highlight within the displayed list. To make a selection, highlight the desired item and TAB out of the field. Combo Boxes: Pressing the DOWN ARROW key will display the list. Pressing the UP or DOWN ARROW key will move the highlight within the displayed list. To make a selection, highlight the desired item and TAB out of the field. You may also type information directly into a combo box. The LEFT and RIGHT ARROW keys are used to position the insertion point for editing.

5) LIST BOXES : Use the UP and DOWN ARROW keys to highlight the desired item in the list and TAB out of the field to make your selection.

6) MULTI-SELECT LIST BOXES : Use the UP and DOWN ARROW keys to highlight the desired item in the fist and TAB out of the field to make your selection. You may also use SHIFT + UP and SHIFT + DOWN ARROW to select a fist of contiguous items.

7) ACCELERATOR KEYS : Button accelerator keys are the underlined letter in button names, (e.g. the “D” in Delete and the “t” in Post in the General Ledger Transaction Entry Window.) When a button accelerator key is used, the result is the same as if the mouse had been used to click a button. To use an accelerator key, hold down the ALT key and press the underlined letter, (e.g. ALT + A would activate the Save button in the General Ledger Transaction Entry Window).

8) MENU ACCELERATOR KEYS : Menu accelerator keys are the keys listed to the right of a menu selection, (e.g. CTRL + H for “About this Item” in the Help menu). The menu does not have to be activated to use the accelerator key.

9) LOOKUP BUTTONS: When you are in a field where a lookup window is available (indicated by the lookup icon), pressing CTRL + L will display the lookup window.

ACTIONS WITHOUT KEYBOARD EQUIVALENTS

1) MAKING A TOOLBAR MENU SELECTION : At the current time, there is no keyboard equivalent for using the mouse to select options from the Toolbar.

2) LEAVING A BIG TEXT AREA: A big text area is used for entering large amounts of unstructured text, (e.g. the Notes window). At the current time, you may TAB into a big text area, but you cannot TAB out of it to leave a big text area. You must use the mouse or enter one of the keyboard equivalents which activates a button.

3) LEAVING AN EDITABLE SCROLLING WINDOW: An editable scrolling window is one into which you can enter data (e.g. General Ledger Transaction Entry). A non-editable scrolling window does not allow any data entry (e.g. General Ledger Account Number Lookup). At the current time, you may TAB into an editable scrolling window, but you cannot TAB out of it to leave an editable scrolling window. You must use the mouse or enter one of the keyboard equivalents which activates a button. You may TAB out of a non-editable scrolling window.

4) ZOOMS : At the current time, there is no keyboard equivalent for zooms (the looking glass cursor).

5) MULIT-SELECT LIST BOX : At the current time, there is no keyboard equivalent for CTRL + CLICK (selecting discontinuous items), in the fist.

6) PUSH PINS (in lookup windows): At the current time, there is no keyboard equivalent for using the mouse to “stick” and “unstick” the push pin in a lookup window. You may TAB to the push pin button and then press ENTER to change the status.

7) BROWSE BUTTONS : At the current time, there is no direct keyboard equivalent for using the mouse to click on the browse buttons. You may TAB to these controls and then press ENTER to initiate the action.

8) PASSWORD BUTTONS : At the current time, there is no keyboard equivalent for opening a password window (padlock icon).

9) SHOW/HIDE LINE BUTTONS (scrolling windows): At the current time, there is no keyboard equivalent for changing the number of detail lines shown in a scrolling window.

10) OPENING AN EXPANSION WINDOW: At the current time, there is no keyboard equivalent for opening an expansion window. The “handcuff ” icon next to a prompt indicates the availability of an expansion window.

11) SCROLL BAR THUMB: At the current time, there is no keyboard equivalent for using the mouse to drag the “thumb” in a scrolling window to a new location. (You can use the PAGE UP, PAGE DOWN, etc. buttons as described above to move the display to different records. This capability is different from the thumb that allows access to any portion of the file at once rather than one page at a time.)

FIELD EDITING

The following keys may be used to assist in editing the contents of fields:

LEFT ARROW: Moves the insertion point one character to the left.
RIGHT ARROW: Moves the insertion point one character to the right.
CTRL + LEFT ARROW: moves the insertion point to the beginning of the line.
CTRL+ RIGHT ARROW: moves the insertion point to the end of the line.

GPUG Summit: Our passion for GP

Phoenix, Arizona. What makes it special? The weather, the people, the “x” in its name?

The answer is: all three! Of course, there’s another reason Phoenix is special to our team at Implementation Specialists. Phoenix was the host city for Microsoft’s annual Summit conference this past week. I’d like to share with you some of our team’s thoughts and impressions of our experiences at the conference.

  1. Passion for the Product is Present. The GP community is loud and proud. The sessions we attended were filled to the brim with people passionate for GP. Our booth was constantly buzzing with GP customers, all sharing their excitement about such a robust community of professionals genuinely sharing best practices with newcomers and experienced users alike.
  2. Family Feel. There were multiple occasions in which a partner, customer, or vendor would greet a counterpart, or even competitor, with a hearty handshake and hug. Oftentimes, there were conversations with the easy comradery of longtime friends. That’s because they usually are! Since GP is a mature product, and many of the companies partnered with GP have a long and established history, there is a distinct feeling of stability that you only get with a strong family that legitimately want to assist and care for each other.
  3. Energized Attendees: It wasn’t just the coffee that gave the attendees a buzz – there was a genuine sense of determination and focus within the conference on new features within GP and the opportunity to expand their networks. Our conversations were pointed, and there was little fluff – everyone we spoke with had a problem that needed solving. Whether it was centered on re-opening AP and AR for year close, reporting from a specific module, or how to correct a posting mistake, our guests wasted little time in cutting to the crux of the issue.
  4. Phoenix Rising: Phoenix was an excellent choice for the conference. Our hotel was a short walk from the convention center, so we got to take in a bit of the local architecture. The Herberger Theatre Center was on our route, so we were treated to beautiful modern sculptures of youths and adults in various states of play. The St. Mary’s Roman Catholic Basilica was across the street from the convention center, and gave us a snapshot into Phoenix’s Franciscan history. The Phoenix Convention Center was enormous and easy to navigate, with a modern glass and steel design that more than suited our needs for space and comfort.
  5. New Products Push Boundaries: One of the most consistent messages I absorbed from the conference was Microsoft’s commitment to not only their existing products, but a push into new horizons. Intelligent Edge would augment GP’s core functionality with Business Central’s cloud accessibility, analytics capability, and AI automation. Intelligent Edge could potentially enhance GP by providing real-time insights into your customer’s buying schedules, industry trends, your internal KPI’s, and much more.

Phoenix and the Summit Conference were both experiences that further confirmed the GP community is one of a kind. People who genuinely want to help others and an excellent air of hospitality around the city was palpable. I can’t wait to attend Summit 2019 in Orlando.

Steve Green

Business Development Manager

wsTOOLS: 8 New Updates to WebTimeEntry

New and improved WebTimeEntry has been updated with new functionality that was suggested by you and our end users! This update was geared towards simplifying data entry and creating a faster interface for the user.

What is WebTimeEntry? WebTimeEntry is an enhancement created to work seamlessly between Dynamics GP and KEY2ACT, allowing users to submit labor, travel, and expenses against service calls and jobs directly from a web browser on your tablet or computer.

Here are 8 new features in the recent update:

Show history of what is submitted for current and prior week. History is one of our most significant feature recently added to WTE. You can now view a history of everything submitted via the data entry form for the current and week prior.

Ability to enter time for a crew. Crew time is another big highlight added to WTE. This is an excellent option for foremen and supervisors to log time for their crew on the job site.

Remove the dependency of having to be a technician. The login is now focused around the employee account and not just a technician. Each employee can login and record data against service calls and jobs.

Ability to specify a batch name. Now users can specify the batch name when transactions convert to TimeTrack. The batch options are: Custom 15-character name, Employee ID, by Department, or Custom name with the weekending date or transaction date.

Remove the dependency on appointments, based on setup. An option was added in the setup window that will display jobs or service calls by appointments or select which jobs/service calls you want to display in WTE.

Job/Call dropdown shows both the Job ID and Job Name or Service Call ID and Location Name

Filter cost code dropdown based on cost element

Update labels for expense transaction. When entering a transaction with the cost type of expense, you will now see the cost field.

Want to learn more? Watch our archived webinar as we review these new enhancements in more detail.

Interested in using WebTimeEntry for your business? Contact us for more information.