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December 27, 2018

Below are the steps to implement EFT payments for vendors in Dynamics GP. Each step has a picture of the settings and process involved.


1) Create an EFT File Format (Financial->Cards->EFT File Format. The bank will tell you which type, usually US - NACHA-PPD.


April 6, 2017

Because Management Reporter doesn't work with the GP Web Client, Microsoft is recommending use of Jet Express for GP. It is a scaled down version of the full Jet Reports Professional, but works exceedingly well for most financial reports, e.g.: Income Statement, Balanc...

August 7, 2015

The owners of successful small businesses aren't usually accountants. Occasionally, they need a lesson in Accounting 101. Here are the basic steps to do the most important function in GP.

Start in Financial->Transactions->General

 Fill in the Batch ID field. This way...

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