Round 3 U.S. Payroll Tax Update Released

Microsoft released a Round 3 U.S. Payroll Tax Update for Oregon.  This is a table change only.  There were some late table changes that were not in the Round 2 Update so Microsoft included them now.

Download links & Information can be found HERE.

Upcoming Release Schedules

• GP2016 is due to release first week in May - great blogs to follow are Microsoft's "Upgrade Blog Series" and "Feature of the Day"
• There will be a mid-year code drop planned around June.  This is typically for Canadian Payroll but Microsoft is awaiting changes.  Higher priority bugs are planned for this update.  This will be for GP 2013, GP 2015 and GP 2016.  More info to come...

If you have any questions, please contact support@collinscomputing.com or (888) 391-6690.

Upcoming Tax Updates & Release Information

There is no US Payroll 941 form/code change.  There are no scheduled US Payroll or Canadian Payroll tax update changes.

 

Microsoft's focus is on the next release, Microsoft Dynamics GP 2016!  Here are just some of the new features in Dynamics GP 2016:

• More All in One document viewer has been added in GP 2016  - Sales
• Default word templates for batch related workflows
• Document Attach for Project Expenses
• Payroll Posting Account setup – revamp to add more of what users want when creating detailed posting accounts (copy, paste, import/export, sorting)
• HTML5 Web Client

A few "big win" items were added to Self-Service:

• Human Resource Attendance time not available to employees on the Home/Tile page (only paystub) - added more areas to view time available
• Self Service Managers cannot see Employee Available Time for Vacation, Sick, Float, etc, harder for them to approve when they cannot see available balance.

Microsoft's, Terry Heley, will be starting her "Feature of the Day" blog in April.

Don't forget about the Directory Page where you can find information about Dynamics GP (lifecycle links, training material, features, system requirements, etc).

We will also send out updates as we receive them.  If you have any questions, please do not hesitate to contact us or your Collins Account Manager.

January Hotfix for GP 2013 released & US Payroll R2 Tax Update

Microsoft has now released the January HotFix for Microsoft Dynamics GP 2013.  Translations should be out by end of this week.

  

There are many fixes in this update but KEY areas to install are:

• Canadian Payroll ROE issues – see below
• Payroll Employee Self Services issues
• Templates are not lining up properly when printed to PDF

This code is also needed for the US Payroll Round 2 Tax Update (ONLY states of Alabama & Maine) which also has released for all versions.  CLICK HERE to view all the fixes in this update

  

U.S. Payroll Tax Update - Round 2 changes will include:

• Alabama, Maine - code change (Collins Computing needs to install this update for you if you have employees in these states)
• District of Columbia, Missouri, North Dakota, Oregon, Rhode Island, Vermont

The rest of the states are a tax table update only.

  

Download Links:

• Dynamics GP 2013 download link
• Dynamics GP 2015 download link
• Documentation

Once you install your window will look like this indicated Round 2 with code and tax table.

Tools > Setup > System > Payroll Tax

  

   

   

   

  

  

  

  

  

  

  

February 2016 Tax Update: the state of Georgia has announced a tax table change.  Microsoft will review this change with a planned release for middle of February 2016.

If you have any questions or to schedule the US Payroll Tax Update - Round 2 installation, please email support@collinscomputing.com or call (888) 391-6690.

January Hotfix for GP 2015 released & U.S. Payroll Tax Update - Round 2

Microsoft has released the January Hotfix for Dynamics GP 2015 today!!  Dynamics GP 2013 will release Tuesday (1/26) or Wednesday (1/27) of next week along with translations for French and Spanish.

  

There are many fixes in this update but KEY areas to install are:

• Canadian Payroll ROE issues – see below
• Payroll Employee Self Services issues
• Templates are not lining up properly when printed to PDF

This code is also needed for the US Payroll Round 2 Tax Update (ONLY states of Alabama & Maine) which also has released for all versions.  CLICK HERE to view all the fixes in this update

  

U.S. Payroll Tax Update - Round 2 changes will include:

• Alabama, Maine - code change (Collins Computing needs to install this update for you if you have employees in these states)
• District of Columbia, Missouri, North Dakota, Oregon, Rhode Island, Vermont

The rest of the states are a tax table update only.  Download Link for Dynamics GP 2015.

  

Once you install your window will look like this indicated Round 2 with code and tax table.

Tools > Setup > System > Payroll Tax

  

   

   

  

    

  

  

  

  

  

  

If you have any questions or to schedule the US Payroll Tax Update - Round 2 installation, please email support@collinscomputing or call (888) 391-6690.

  

Upcoming U.S. Payroll Tax Updates for 2016

Happy New Year Everyone!

  

We hope you all had a joyous holiday and spent time with family and friends.

There are some changes and updates coming that we want to make you

aware of....

REMINDER: There is NO year-end update or tax update available for GP 2010.  ONLY GP 2013 thru GP 2015R2 will receive updates.  If you are on GP 2010 or below, you will need to upgrade in order to receive year-end and/or payroll tax updates.

1. Recently, the president signed the bill Path 2015 for tax relief.  At a glance, Microsoft says it may affect Fixed Assets depreciation values but will know more as they research further.  For your reading pleasure, here is a blog that discusses the bill.

2. The 2016 941 Draft form has been released.  Microsoft is reviewing this for changes.  We will know more later on.  View it here.

3. U.S. Payroll Round 2 Tax Update for 2016:  Microsoft is looking to release this middle of January.  This will be a code update for the states identified as such, otherwise no need for code. Alabama - code change District of Columbia Maine - code change Missouri North Dakota Oregon Rhode Island Vermont

4. Affordable Care Act (ACA): HERE is a blog for you to read and HERE is a video for you to watch if you are using ACA in Dynamics GP. If you are running ACA on Dynamics GP and getting many employees printing with zero after you install the update…check this blog for scripts.   Also attached is an ACA document that talks about "Inactive" and how to better remove them.

5. January Hotfix Scheduled…..There will be a code update in January for both GP2013 and GP2015 to coincide with the code changes for the states above.  Microsoft may also include some critical bugs in there for GP2015, specifically around self-service and the template PDF issues many are running into should be fixed.

If you have any questions, please do not hesitate to email support@collinscomputing.com or call (888) 391-6690.

Successful on-site Microsoft Dynamics GP Year-End Training Session

Wrapped up an on-site Microsoft Dynamics GP Year-End Training Session yesterday. We just love to arm our clients with tips to facilitate a successful Year-End Close!

Contact us if you have questions on the steps you should be taking to prepare for Year-End Close and/or new releases.

US Payroll Tax Update - Round 4 Released!

The US Payroll Tax Update - Round 4 has released.

Ohio released a change this week, so Microsoft included that one as well.

Changes in this tax update:
The June 2014 Round 4 U.S. Payroll Tax Update contains tax changes for the following states:

• Idaho (effective immediately)
• Ohio (effective 7/1)

CLICK HERE for links, download information and documentation.

If you have any questions, please email support@collinscomputing.com or call (888) 391-6690.

6 Favorite New Feature Screen Shots of Microsoft Dynamics GP 2013 R2

Finally – screen shots are available for GP 2013 R2 as we wait for the release!  Here are 6 new SPECIFIC features of GP 2013 R2 that we know our existing clients will love! (taken right from the daily feature blog Microsoft is sharing).

Bookmark our Collins Computing youtube channel as we will begin creating short “New GP2013 R2” videos  once the code is released for distribution to customers:

1.  Copy & Paste from Excel into a GL Transaction!

GL Entry screen allows Copy/Paste from Excel!

2. Assign the "next" Fixed Asset Number from the CLASS.

Fixed Assets Classes now able to default "Next Asset ID"

3. Smartlist Designer Improvement – “Go To’s” are now available from a new Smartlist, with “Go To’s” defaulted from the original if a user ‘copies’ an existing Smartlist.

GoTo a specific Smartlist, Navigation List or Web Page from selection.

4. Being able to reprint the outstanding transactions report from the Bank Reconciliation area.

Reprint Outstanding Transactions in Bank Rec area at anytime!

5. True workflow approval maintenance built within Microsoft Dynamics GP!  The maintenance screen allows companies to define their specific requirements for requisition & Purchase Order approvals.  This will include many additional features such as escalations, delegations (for vacations), and task calendars.

Define specific workflow steps for an organization!

6. Identity Management – A user only has to enter username/password ONCE with a web client!

No Double Entry Necessary for Login-Web Client identifies user from Windows Login!

Be sure your Microsoft Business Partner is sharing the newest features available to all Microsoft Dynamics GP customers!  If you need to talk to an expert for training, support, consulting, integrations or development for your Microsoft Dynamics GP implementation, Contact Collins Computing today!  Count on Collins | Count on Success!

Professional Services Tool Library is free and available for download today!

The PSTL tool (Professional Services Tool Library) is now available for you to install from the media for version 2010 sp4 and forward. The Professional Services Tools Library (PSTL) provides greater flexibility with your solution, ensures data integrity, and increases the productivity and efficiency of your solution. This powerful suite of tools can help you change your critical data quickly and accurately. The entire library of Professional Services Tools offers a full range of data customization and control utilities.

Check it out!

If you have any questions, please contact your Collins Account Manager, email info@collinscomputing.com or call (800) 943-9211.

Read More...

Getting Started with SmartList Builder

Have you ever wished you could create a new SmartList? I am sure we all have had ideas about additional SmartLists that we would like to have. Well that is why Microsoft came out with SmartList Builder, but the problem is that is can be very tough to get started.

• What table do you use?
• How do you link the tables?
• What fields should I show?
• Do I need totals or summaries?

Well now Microsoft has create over 100 templates to get you started. They can be downloaded from CustomerSource or you can contact your Collins Computing team.

The following is a list of templates that are available:

· Activity Tracking
· Tax Detail Transactions
· Account Summary
· Account Transactions
· Accounts
· Bank Transactions
· Multidimensional Analysis
· Exchange Rates
· Cash Receipts
· Commissions
· Customer Addresses
· Customer Items
· Customer Period Summary
· Customer/Vendor
· Customers
· Receivables Transactions
· Prospects
· Sales Line Items
· Sales Transactions
· Invoicing Lines
· Payables Distributions
· Payables Transactions
· Vendor Addresses
· Vendors
· Purchase Line Items
· Purchase Orders
· Receivings Line Items
· Receivings Transactions
· Inventory Purchase Receipts
· Inventory Transactions
· Item Quantities
· Items
· Landed Cost Group ID
· Landed Cost ID
· Stock Count
· Vendor Items
· Assembly Orders
· Bill of Materials
· Bill of Materials Components
· Employee Summary
· Employees
· Payroll Historical Trx
· Payroll Transactions
· Applicant
· Applicant Education
· Applicant Skills
· Employee Benefits
· Employee Education
· Injuries
· Post-Dated Pay Rates
· Contract Lines
· Contracts
· Equipment
· Field Service Calls
· History Contract Lines
· History Contracts
· History Field Service Calls
· History RMA Lines
· History RMAs
· History RTV Lines
· History RTVs
· RMA Lines
· RMAs
· RTV Lines
· RTVs
· Work Orders
· Manufacturing Bill of Materials
· Manufacturing Item Details
· Manufacturing Orders
· Manufacturing Potential Shortages
· Manufacturing Receipt Master
· Manufacturing Routing Line
· Manufacturing Serial Trace
· Manufacturing SO/MO Link
· Manufacturing Work in Process
· Picklists
· Recorded Outsourcing Shipments
· Sales Documents Not Linked to Manufacturing
· Suggested Outsourcing Purchase Orders
· Suggested Outsourcing Shipments
· PA Billing Cycle
· PA Billing Historical Transactions
· PA Billing Open Transactions
· PA Billing Work Transactions
· PA Contracts
· PA Cost Categories
· PA Employee Expense Historical Transactions
· PA Employee Expense Transactions
· PA Equipment
· PA Equipment Log Historical Transactions
· PA Equipment Log Transactions
· PA IV Transfer Historical Transactions
· PA IV Transfer Transactions
· PA Miscellaneous
· PA Miscellaneous Log Historical Transactions
· PA Miscellaneous Log Transactions
· PA Projects
· PA Timesheet Historical Transactions
· PA Timesheet Transactions
· Fixed Assets
· Fixed Assets Books
· Fixed Assets Purchase

Why do you see zero dollar payments on the check remittance???

Have you ever seen payments from the Select Checks and Edit Checks window that have an amount of zero? This happens because the Automatically Apply Existing Unapplied check boxes for Payments, Credit Memos and Returns are automatically marked when you open the Select Checks window.

These options will apply remaining unapplied Payments, Credit Memos, and/or Returns to open invoices for the vendor before creating the check for payment.

This is the reason why you see the REMITxxxxxx document numbers that does not come from EFT payments. The system was able to fully pay the remaining amount for the invoice or vendor by using the total unapplied amount of the Payments, Credit Memos, and/or Returns for the vendor. By default, the system will show you what has been applied to the invoice even if there were no checks created.

You cannot print a check for a non- EFT zero dollar payment.

When you print a batch of checks, remittance forms will be printed for any payments in the batch that have an amount of zero.

On the first remittance for a payment that has an amount of zero, the Check Number field is set to REMIT00000000000001. This number automatically increments for each successive remittance.

Remittances are not posted to Bank Reconciliation for the following reasons:

· Remittances for payments that have a amount of zero use distinctive check numbers. These check numbers have a prefix that differs from the prefix of check numbers for other remittances.

· Remittances for payments that have an amount of zero do not use check stubs.

Note: Unmarking the “Print Previously Applied Documents on Remittance” in the Payables Management Setup window will not prevent the zero dollar REMIT documents from being created.

Support Debugging Tool

Are you responsible for support Dynamics GP? Do you wish you could run SQL Scripts from inside of GP? Do you wish you could better log error messages or system issues? Well if that is the case you need to make sure you download and install the Support Debugging Tool.

The Support Debugging Tool is a Dexterity built application which contains a collection of utilities and tools to make the task of supporting, developing and debugging Microsoft Dynamics GP easier and faster.

Examples of use
The Support Debugging Tool can be used for many purposes. Some examples of these are listed below:

• It can help you identify the specific series of events which lead up to an issue or bug in the code occurring.
  


• It can be used to quickly and simply turn on all logging and profiling capabilities without restarting the application. This can be useful when looking at performance problems.
  


• It can be used to find details about dictionary resources.
  


• It can be used to identify resources (forms, reports and tables) causing security access issues.
  


• It can be used to enable and disable third party products or change the order of the products in the launch file.
  


• It can be used to export data from and import to any table.
  


• It can be used to run SQL or Dexterity scripts without needing Dexterity or SQL Administration Tools installed.
  


• It can be used to capture and email or save screenshots of all open windows and a system status report.
  


• It can be used to send email to the system administrator, even on systems without a locally installed Outlook client.
  


• It can assist in resolving issues with reports using Report Writer (RW) user defined functions.
  

What can it do for me?

The tool currently contains the following Standard Mode features (that do not require system administrator or database owner (dbo) privileges):

• Manual Logging Mode
  Turn on SQL logging, Dexterity script logging, and Dexterity script profiling with a single mouse click without needing to edit the dex.ini file or exit the application. Start logging just before an error or performance problem and stop logging immediately afterwards.
  


• Individual Logging Mode
  Control SQL logging, Dexterity script logging, and Dexterity script profiling individually.
  


• Dex.ini Settings
  Provides an user interface to a number of Debugging Tool, application and debugging related dex.ini file settings.
  


• Resource Information
  Identifies display names, technical names, physical names and resource IDs for dictionary resources (forms, windows, reports, tables and fields) from any one known value. Great for entering obscure SQL column names (physical names) and getting the field's technical name.
  


• Security Profiler
  Monitors all application level security requests. This is a great tool for identifying the cause of privilege errors caused by hidden windows.
  


• Configuration Export/Import
  Allows Support Debugging Tool settings to be exported and imported using XML files. You can create settings on your system and send them to the customer to use.
  

The tool currently contains the following Advanced Mode features (that do require system administrator or database owner (dbo) privileges. Dexterity and SQL skills are also necessary):

• Automatic Debugger Mode
  This is the mode where you can create a Dexterity trigger to execute off almost any event. It can then run a sanScript script (which can include SQL queries) to check for some sort of error condition. While this mode is active, the system will be logging all Dexterity and SQL activity and so when the error condition occurs the complete logs of the events leading up to the condition have been captured.
  


• Dictionary Control
  This window allows the application dictionaries in the system to be control without manually editing the Dynamics.set launch file. You can disable triggers and use of alternate windows and these changes can be remembered for next login. Great for "removing" 3rd party add-ons when testing. You can also re-order products in the Dynamics.set launch file to resolve potential clashes between 3rd party add-ons.
  


• XML Table Export
  You can select any number of tables from any product in the system and export them as a single XML file. This can be used to backup demo or test data, or can be used to obtain specific data from the customer without sending a backup of the entire database.
  


• XML Table Import
  You can import back any table(s) previously exported using the XML Table Export tool.
  


• Runtime Execute
  This is a Dexterity sanScript editor which can be used to execute any script in the context of any dictionary. It includes a number of helper functions to make working across dictionaries easier. Sometimes fixing data is much easier in a procedural language environment rather than a SQL query.
  


• SQL Execute
  This is a mini SQL Query Analyzer which can be used to execute almost any Transact-SQL script. It includes the ability to automatically translate Dexterity technical names for tables and fields into their physical name equivalents used by SQL. No need to install the SQL Administration tools just to run a quick query.
  


• Configuration Maintenance
  This option just allows the settings in the tool to be cleared if they are no longer needed.
  

NOTE: While in Standard Mode, the Automatic Debugger Mode can be active, it just cannot have any settings changed.

The tool is free and available for download from CustomerSource. You can also contact support or your assigned consultant at Collins Computing and we can assist you with installing this very useful tool.

Allocating Inventory

Recently I have run across customers that have several sales orders in Dynamics GP that will not be fulfilled and shipped for a few weeks or months. They are having problems with their inventory because the sales orders already have inventory allocated to the order eventhough the inventory is still on the shelf.



I have recommended that they look at creating a new Order Type. The new order type would not automatically allocate inventory items as they are entered on the order. Once the order is ready to ship you could then go into the Order and allocate and fulfill the items or you can allocate and fulfill when you transfer the Order to an Invoice.



I find many people forget about this setting in Sales Order Processing.


Tools - Setup - Sales - Sales Order Processing - Orders

Account Rollups

• Do you need to know the total of all of your salary accounts?
• Do you need a quick look at all of your travel accounts against budget?
• Would you like to get a quick look at your net income without running a report?

Account Rollups might be your answer!!!!

• Account Rollups let you consolidate information from various accounts and then be able to drill down into the account details.
• Useful for things like departmental totals with drilldowns.
• Accounts do not have to be consecutive.
• Rollups can include Actual, Budget and Calculated information

How to inquire on multiple accounts

Inquiry – Financial – Account Rollup
Step 1 – Enter an Option ID (if you enter a new name you will be prompted to create the new Option)
Step 2 – Select
· Account Segment to sort by,
· Select Number of Columns in inquiry
Step 3 – Setup Columns
· Enter Header Name (for example: Actual, Budget, Historical)
· Select Type
· Enter Selection for data
Step 4 – Select Accounts
· By Segment
· From Range – To Range
Step 5 – Save Option
Step 6 - Redisplay

Upcoming Webinars at Collins Computing

Are you looking to learn more about Dynamics GP? Well Collins Computing is offering our customers the opportunity for some free training and information.

All webinars are at 10:00am Pacific Time and require preregistration. Collins Computing customers should contact their account manager or Analisa at 949-457-0500 to register.

04/22/09 Report Writer
05/28/09 Collections Management
06/24/09 Forecaster Overview
07/23/09 eBanking
08/27/09 Security Tips and Tricks
09/24/09 Intercompany
10/28/09 Rockton Software enhancements
11/19/09 Analytical Accounting
12/16/09 Analysis Cubes
01/27/09 Excel Report Builder

Don't Forget about Microsoft Convergence 2009

The Power of Possibilities
March 10-13, 2009 New Orleans, LA

This is the annual Microsoft Dynamics conference. It is attended by Microsoft Team Member, Microsoft Partner and Customers.

But why should Dynamics GP Users attend Convergence???

· 65 Dynamics GP specific sessions
· 11 Business Intelligence sessions
· 20 Server sessions
· Don’t forget the Keynotes, General Sessions, Interactive Discussions, and Hands-On Labs
· Of course the Sponsors and Exhibitors

Session will include information on Business Portal, Workflow, Sharepoint, Excel Reports, Extending your solution, Security, Electronic Banking, Advanced Tips & Tricks, Troubleshooting, and many more.

In addition there will be a sneak peak at Dynamics GP 11.0. What are they planning???? I cannot wait to find out.

DATE AND VENUE
March 10-13, 2009
Morial Convention Center
900 Convention Center Blvd.
New Orleans, LA 70130
http://www.mccno.com

PRICING
Regular Price = $1495
Group Discount is $100 off 3rd and more

Don't miss out - REGISTER TODAY!!!

Don't forget about CustomerSource

Over the years I have answered many support calls that the client could have answered themselves with just a simple search in CustomerSource. Of course I have no problem answering support calls and helping clients, but I know everyone is watching their budget and looking for places to cut. Unfortunately they sometimes cut out support when they do not realize they have access to CustomerSource and they can use the self support.

Of course using CustomerSource requires that you have an active service plan. If you have an active plan you will get access to all of the following areas:

• News and Events
• My Account
• Support
• Downloads and updates
• Technical content
• Product information
• Service plan information
• Training and certification
• Microsoft Dynamics newsgroups
• Solution Finder

In my opinion the top two areas are Support and Training. In the Support section you have access to technical resources including Automated Solutions, Hot Topics and Microsoft KnowledgeBase. The KnowledgeBase is the same database used by the technical support team at Microsoft. Training give you access to searchable lists of classroom training, unlimited access to several e-learning classes and downloadable training material.

These are just a few highlights of CustomerSource. I could write several pages on the value of CustomerSource, but seeing is believing. You need to login and take a look. To access CustomerSource simply go to www.microsoft.com/dynamics/customersource.mspx. On this page you can login if you currently have access or you can take a tour of the features. CustomerSource login is controlled by using Microsoft Live login. Also either your company administrator, partner or Microsoft support will need to activate your account and send you an invitation.

Remember CustomerSource requires an active service plan, so if your plan has lapsed you need to contact your partner to renew prior to using CustomerSource.

Extending Dynamics GP

Have you ever wished you had a place to enter additional information in Dynamics GP? This might be additional information on Vendors, Customers or even Inventory Item. For example you might want to track credit information for a customer. You have information for Credit Rating, D & B Number, Credit Reference, Credit Contact and Email. While we are all familar with entering information in other fields that we are not using, like Comment 1 and 2 or Tax Registration. It is always easier to had fields created specifically for the information we are tracking.

With Extender you can simply create a new "sub" window that is attached to any window in Dynamics GP or any other Dexterity based application.

Field types are:

• Checkbox
• Currency
• Date
• List
• Lookup
• Number
• Percentage
• Phone Number
• Quantity
• Short String
• Time
• Linked Lookup
• EMail Address
• File
• Folder
• Long String
• Calculated

This information can be added to Reports and Smartlist. You can also create an inquiry to see the information on other windows in Dynamics GP.

A couple things to know about Extender

Extender is an Ala Carte Module, so even if you are on BRL you will still need to buy the Extender Module.

Extender was added to the Dynamics GP Suite on Version 8.0. Prior to that the module was sold by eOne. eOne also offers an Enterprise version of Extender that allows you to create your own main windows and include scripting. To learn more about the Enterprise Version of Extender you should check out eOne Solutions.

For additional information on Extender and adding fields to reports you can review TechKnowledge articles 937244, 898983, and 935385.