FAQ
Update Payroll Expense Joining on Employee Roster Article
update payrollexp set Field1='FICA', Field2='Medicare', Field3='FUTA', Field8=substring(b.DivisionCode,8,2), Field4=b.Meta3, Field5=b.Meta1, Field7=b.Meta2, annualsalary=b.JobTitleDesc from payrollexp a join employees b on a.EmployeeID=b.EmployeeID
What Options Are There To Setup New Users? Article
Users can be setup in the following ways: A. The Microsoft Windows Corporate Directory stores User IDs and passwords. Dynamic Budgets can import in this Directory and use it for log-in purposes. The advantage is that users have a single User ID and ...
A Network-related or Instance-specific Error Article
A network-related or instance-specific error occurred while establishing a connection to SQL Server. The server was not found or was not accessible. Verify that the instance name is correct and that SQL Server is configured to allow remote We ...
What to do after Upgrading GP and/or Migrating to a new SQL Server Article
What to do after Upgrading GP and/or Migrating to a new SQL Server Adjusting Dynamic Budgets after a GP upgrade is typically just a 5 minute task, see the steps below. If you migrated GP to a new SQL server, please send us the name/instance of the ...
What Should I Do When I Cannot Save Budget Account Data/View Actual Data In A Multi-Year Custom Budget Entry Form? Article
When a Define Custom Budgets Entry Forms has been setup with columns for multiple (say, 2016, 2017 and 2018) and one of the years has an Budget Account Number setup for budgeting (say, 2016) , the Budget Account Numbers will display for all years ...
How Can I See the View My User Sees (Impersonate a User)? Article
When Assigning User Permissions , Hiding Menus from Users and other such user customization it can helpful to view what the user will see. On the Assigning User Permission screen: Highlight the user you wish to Impersonate; then "Right-Click" and ...
What Is the Hierarchy with Locking Accounts on "Submitted" (edit status) and "Approved" (approval status)? Article
When both AutoLockApprovedAccounts and AutoLockSubmittedAccounts settings on turn on in App Config/Menu Editor, an Account will be Locked when it is submitted (Edit Status and Account Approval). In order for the Account to be "Approved" it will need ...
Converting From Negative to Positive Revenue Format Article
When converting from a Negative to Positive Revenue Format on Manage Company Databases and you have several years of data where revenues were recorded as negative values, please run the below script. Also, please see How to Convert Revenue Display ...
How Do I Update an Account that Reports as a Negative But Has a Debit Balance in GP (or Visa Versa)? Article
When reporting in Dynamic Budgets it is expected that accounts with debit balances in Great Plains Accounting Software (ERP) will report as positive balances in Dynamic Budgets, and that accounts with credit balances in the ERP will reports as ...
How Do I Add/Delete BudgetIDs Displayed on Reporting Search Dropdown Menus? Article
When running reports, the BudgetID dropdown lists the BudgetIDs that can be reported on. Whether a BudgetID is available for Reporting is determined in Manage Budgets. From the dropdown menu select the CompanyDB; Click the "Show Budgets" and the ...
How Do I Add/Delete BudgetIDs that are Available in Lookups? Article
When using the Lookups functionality, the BudgetID dropdown lists the BudgetIDs that are available for Lookup. Whether a BudgetID is available for Lookup is determined in Manage Budgets. 1. From the dropdown menu select the CompanyDB; 2.Click the ...
Specified Cast is Not Valid Article
Within the first part of the pop-up error there should be a reference to a particular field. Send full error message to support for review and assistance, there may be a problem with legacy data and your upgrade.