bankaccountpromos.com

Sponsored

New Bank Account

How to Work in the Gig Economy and Still Reach Your Money Goals

by Colin Ashby @ Chime Banking

Working in the gig economy offers some great perks. For starters, you get the flexibility of setting your own hours. Plus, you can often find gigs instantly using an app rather than prospecting new work yourself. Nearly one in four Americans have earned money in the gig or “platform economy” over the last year, according to Pew […]

The post How to Work in the Gig Economy and Still Reach Your Money Goals appeared first on Chime Banking.

RE: Number lock turning off when using GP 2015

by VictoriaYudin @ Microsoft Dynamics GP - Recent Threads

The only time I have seen the number lock turn off on its own is when I am connecting to other computers or networks remotely. I connect to many different customer environments every day and if I had to put a number on it, I would say it happens about 20 to 30% of the time.

Basically what happens is that once I am connected remotely my local number lock gets turned off. Disconnecting does not turn it back on, I have to do it manually.

Are you able to narrow it down local vs. remote users of GP?

If you're finding this happens in the middle of data entry, my gut would say there is something causing it that is not out-of-the-box in GP. Only because number lock is pretty widely used by accountants and we would have been hearing people scream about it by now.

So if it IS happening in the middle of data entry, do you have customizations or 3rd party products installed? What else is running on the computer when this happens?

8 Timeless Money Tips to Put to Work in 2018

by Holly Johnson @ Chime Banking

If you’re hoping 2018 is the year you (finally!) get your money on point, it’s smart to look back on last year’s successes and failures, while focusing on new, doable goals. That means foregoing, say, a quest to find the next cryptocurrency or better time the stock market. Instead, try focusing on some tried and true […]

The post 8 Timeless Money Tips to Put to Work in 2018 appeared first on Chime Banking.

Do I need to open a new bank account?

Do I need to open a new bank account?


Greenlight

Nope! You load money into your Greenlight Account via a debit card and there are no fees associated for loading money. That's what we call convenient. 

Forum Post: RE: Number lock turning off when using GP 2015

by VictoriaYudin @ Microsoft Dynamics GP

The only time I have seen the number lock turn off on its own is when I am connecting to other computers or networks remotely. I connect to many different customer environments every day and if I had to put a number on it, I would say it happens about 20 to 30% of the time. Basically what happens is that once I am connected remotely my local number lock gets turned off. Disconnecting does not turn it back on, I have to do it manually. Are you able to narrow it down local vs. remote users of GP? If you're finding this happens in the middle of data entry, my gut would say there is something causing it that is not out-of-the-box in GP. Only because number lock is pretty widely used by accountants and we would have been hearing people scream about it by now. So if it IS happening in the middle of data entry, do you have customizations or 3rd party products installed? What else is running on the computer when this happens?

Creating a new bank or credit card account

Creating a new bank or credit card account


Help Center

Wave lets you keep track of transactions in any number of bank and credit card accounts. To add a new Bank Account, simply follow the steps below.Tip: If you plan to Connect your Bank Accounts to ...

Dyn GP: How to print Financial Trial Balance as of specific date (and time)?

by BrainMan @ Microsoft Dynamics GP - Recent Threads

We printed a 12/31/2017 balance sheet (in FRx) on 1/14/2018, but did not print the Financial Trial Balance along with it.

Now, when we print the Financial TB, the AP account doesn't match the financial statement.  How can we print a financial TB as if we were printing it on 1/14/2018?  We need to print a TB that matches the Balance Sheet.

Thanks!

7 Modern Features You Should Look for in a New Bank Account

7 Modern Features You Should Look for in a New Bank Account


Chime Banking

Not too long ago you had to go into a brick-and-mortar bank to open a new account. Times sure have changed. These days the competition for your money is fierce due to the rise of online bank accounts and other financial institutions vying for your dollars. This is good news for you. In fact, you’ve …

Cashback Checking | Online Checking Account | Discover

Cashback Checking | Online Checking Account | Discover


Discover Bank

Online checking accounts from Discover Bank, Member FDIC offer no monthly fees or balance requirements. Open a Discover Cashback Checking� account today.

PROJECT ACCOUNTING

by Toni L @ Microsoft Dynamics GP - Recent Threads

I work for a government entity and we have capital projects that include grant funding.  Will the project accounting module capture expenses and revenues?  We contract the projects out...so we will pay contractors and then request reimbursement from the funding source.  

Dynamics GP Fact Sheet

by Samantha Merrill @ Microsoft Dynamics GP - Recent Threads

Do you where you can obtain a current GP stat sheet on numbers of installs, users, industries, etc...?

 

Thanks!
Samantha

What Do I Need to Open a Bank Account? - The Simple Dollar

What Do I Need to Open a Bank Account? - The Simple Dollar


The Simple Dollar

If you’re wondering how to open a bank account, take heart: It’s a fairly painless process if you know what you need, what kind of account you want, and wh

Bank accounts: �200 switch bonus or 5% interest current account

Bank accounts: �200 switch bonus or 5% interest current account


MoneySavingExpert.com

Martin Lewis reveals how to compare and switch to the best bank accounts that can save you �100s a year.

RE: Trying to remove "New" status Purchase Orders off of Open PO report.

by Mariano Gomez @ Microsoft Dynamics GP - Recent Threads

You should be able to go to the Purchase Order Entry window, retrieve the PO and delete it from there.

VAT and advance payment

by P NOUSHAD @ Microsoft Dynamics GP - Recent Threads

Hi,

We are using VAT in GP, but we need to provide 50% on sales order to customer before processing sales invoice. We are creating item as Item_Advance invoice in different sales series and give to customer. When deliver goods we create normal sales invoice and do return on the advance invoice for 50%.  But now the customer not accepting this process. is there any option to do this without project accounting module. 

7 Top Questions to Ask Before Opening a Bank Account 

7 Top Questions to Ask Before Opening a Bank Account 


Credit.com

 There are 7 questions to ask before opening a bank account, including what type of account you need, and what fees you’ll be charged. Let’s break it down.  

Forum Post: RE: Closing GP and entering a budget aftwards

by Shawn Dorward @ Microsoft Dynamics GP

Yes, you can create/update budgets for closed Fiscal periods. You will not be able to start the budget as 'new using budget wizard for excel' but you can create the file in excel using a template from another year and import it into the correct budget year, even if it's closed.

How to Open a Bank Account in 5 Easy Steps | Student Loan Hero

How to Open a Bank Account in 5 Easy Steps | Student Loan Hero


Student Loan Hero

What do I need to open a bank account? Your answer might be much simpler than you think. Here are five steps to get you started.

What to bring to a bank to open a checking account

What to bring to a bank to open a checking account


Investopedia

Learn which documents you need to bring to the bank to open a new checking account. Having the right documents saves time and makes the process efficient.

Everyday Banking: Checking & Savings | BECU

Everyday Banking: Checking & Savings | BECU


BECU

Great rates + no hidden fees = a better way to bank. Our personal checking and savings accounts offer benefits most traditional banks just can’t. Learn more here.

4 Ways This Calculator Will Help You Choose the Right Home Improvement Loan

by Rebecca Safier @ Student Loan Hero

From installing a new roof to remodeling a bathroom, home improvement projects are bound to come up when you’re a homeowner. According to HomeAdvisor’s 2017 True Cost Survey, the average homeowner spent $5,157 on renovation projects in the past 12 months. If you don’t have home improvement money set aside in savings, you might take […]

The post 4 Ways This Calculator Will Help You Choose the Right Home Improvement Loan appeared first on Student Loan Hero.

Trump Budget Proposal Takes Aim at IDR, PSLF, and Billions in Grants

by Miranda Marquit @ Student Loan Hero

With the latest Congressional budget battle just ended, President Donald Trump just submitted his budget proposal for fiscal year 2019. The $4.4 trillion budget boosts spending on the military and infrastructure while cutting funding a number of programs, including Medicare. Among the Trump budget cuts are those to education spending. The budget calls for huge […]

The post Trump Budget Proposal Takes Aim at IDR, PSLF, and Billions in Grants appeared first on Student Loan Hero.

RE: GP 2016 R2 Budget Exception Report - Security

by Lisa Blair Ireland @ Microsoft Dynamics GP - Recent Threads

GP does not upgrade security objects.  (There are scripts to add the new tasks but you'll still need to add access.)

For the new Budget Validation report, you need to add that resource to the budget tasks that should have access.

(Depending on what version you are coming from, you may want to take care of the Check Remittance report at the same time as that is another valuable report that won't be added to your upgraded security roles.)

Reconciling Bank Accounts

by Melissa Carroll @ Microsoft Dynamics GP - Recent Threads

We have always reconciled our bank account manually. We would like to start using GP to help reconcile. Is there any issues, except time, to start reconciling within Great Plains? We have several years of information within the reconciliation module. 

Best Bank Account Bonuses For February 2018 | Bankrate.com

Best Bank Account Bonuses For February 2018 | Bankrate.com


Bankrate

Walk away with sacks of cash just for opening a checking or savings account.

What Is a Savings Account — and Should You Open One?

by Andrew Pentis @ Student Loan Hero

Maybe your piggy bank is overflowing, or the space beneath your mattress is filling up. Wherever you’ve been putting your money, you’re now interested in storing it more safely. But if you’re new to saving with a brick-and-mortar or online bank, you could be stuck on a basic question: What is a savings account? What […]

The post What Is a Savings Account — and Should You Open One? appeared first on Student Loan Hero.

Looking for someone who can help with an integration - I cant get rid of Error: DOC 2 ERROR: Object '38001' already exists -- cannot Insert.

by TJSamerica @ Microsoft Dynamics GP - Recent Threads

I am trying to insert invoice details in the Distribution sections of the Receivables Transaction and I cant make the error go away.

We are importing a csv from Highjump Prophesy, a trucking management software platform, but only exports a csv designed for Quickbooks so we are havng to create some data with a JS script a friend wrote for me. 

We are trying to insert the Invoice number, total for the invoice, then the breakdown of the charges, usually two lines but sometimes more with their attached account codes.

It sounds and seems very simple but im stuck, any help would be appreciated.

The Healthiest (& Unhealthiest) States in America

by PolicyGenius @ Chime Banking

With the start of a new year, many of us have embarked on self-betterment resolutions. The vast majority of these are health-related: Eat healthier, get more exercise, sleep better, stay fit, lose weight. But what about financial health? Many of us are resolving to get our financial house in order, too. It turns out the two are […]

The post The Healthiest (& Unhealthiest) States in America appeared first on Chime Banking.

Banks Will Pay You Up to $400 Just for Opening a Checking Account

Banks Will Pay You Up to $400 Just for Opening a Checking Account


MONEY.com

But you'll have to jump though a lot of hoops to get the cash.

The Summit Account | Aspiration

The Summit Account | Aspiration


Aspiration

With Summit you can earn more with a high interest rate, gain peace of mind with no monthly service fees and get free access to any ATM in the world.

Parent/Child accounts

by Georgia @ Microsoft Dynamics GP - Recent Threads

Can a Parent/Child account be unlinked if there is activity on either/both accounts?

If a Parent account has it's own activity, can you print out a statement just for Parent?

Has anyone setup a Parent where only the children had activity on it?

RE: Closing GP and entering a budget aftwards

by Shawn Dorward @ Microsoft Dynamics GP - Recent Threads

Yes, you can create/update budgets for closed Fiscal periods.  You will not be able to start the budget as 'new using budget wizard for excel' but you can create the file in excel using a template from another year and import it into the correct budget year, even if it's closed.

How to Open a Business Bank Account for Your Startup

How to Open a Business Bank Account for Your Startup


Inc.com

Opening a business bank account for your new endeavor doesn't just serve to legitimize your business idea and make you a real business. It's also a vital consideration for your taxes, according to tax and business attorney Barbara Weltman.

Opening a New Bank Account after Bankruptcy - myHorizon

Opening a New Bank Account after Bankruptcy - myHorizon


myHorizon

Life after bankruptcy requires a good relationship with at least one bank, to do that you’ll need to open a bank account. But depending on your past bank account history, you could be denied. Let’s... Read More

Trying to remove "New" status Purchase Orders off of Open PO report.

by BWhipkey @ Microsoft Dynamics GP - Recent Threads

I have quite a bit of POs that are from 2015 and 2016 but they have a status of "New". I tried accessing them from Edit Purchase Order Status but it says "This is not an active purchase order. Please enter another purchase order." Is there anyway to clear these out. I also have POs without a status at all. Would like to get rid of those as well. Any help would be appreciated.

Forum Post: RE: GP 2016 R2 Budget Exception Report - Security

by Lisa Blair Ireland @ Microsoft Dynamics GP

GP does not upgrade security objects. (There are scripts to add the new tasks but you'll still need to add access.) For the new Budget Validation report, you need to add that resource to the budget tasks that should have access. (Depending on what version you are coming from, you may want to take care of the Check Remittance report at the same time as that is another valuable report that won't be added to your upgraded security roles.)

Looking for Credit Union Student Loans? Here’s How to Find and Apply for Them

by Christy Rakoczy @ Student Loan Hero

Do you need private student loans to cover the cost of your education? Though many prospective borrowers head straight to a big bank or online lender for a student loan, these aren’t your only options. Consider student loans from credit unions, too. Like banks and online lenders, credit unions are financial institutions that lend money. […]

The post Looking for Credit Union Student Loans? Here’s How to Find and Apply for Them appeared first on Student Loan Hero.

How do I add or change a bank account?

How do I add or change a bank account?


Betterment

To change your bank, you must be logged in from a web browser. Go to your name at the top right, choose "Settings" and then select the "Bank Accounts" tab.Please note that we d...

PNC

PNC


PNC

We can help you gain the confidence you need to make important financial decisions for you, your family or your business.

Safe Pay (SafePay) Dialog and Report Suppression

by Jody Wood @ Microsoft Dynamics GP - Recent Threads

Hi all.  Dynamics GP2016 R2 on prem.

I have looked through the blogs and forum and haven't really found anything I can use, though I've spent a couple of hours getting some good ideas for other projects :).

Problem Statement: As an end user, I would like to reduce the number of "needless" clicks when uploading a Safe Pay transaction.

Current Steps:
1) Financial>Safe Pay>Transactions Upload
2) Select Bank Upload ID and click Load/Reload transactions
3) Click Upload
4) Click "Proceed" on the confirmation dialogue to upload the transactions
5) Click "OK" to dismiss the File Location dialogue
6) Click "OK" to dismiss the "Please obtain...confirmation number" dialogue
7) Enter confirmation number and click Successful button
8) Select a destination for the Safe Pay Uploaded Transactions report and click OK
9) Close (or save) the report

In the end-user's mind, steps 4-9 should be eliminated.  Is there a way to suppress (turn off) the dialogue boxes and disable the report? I have a feeling that we'd need to address the "confirmation number is required" logic as well.  Maybe a constant value?

I wonder if a macro is the solution to eliminate the need to alter any code?

How would YOU do it?

Kind Regards,

Jody Wood

RE: Need to copy an exact version of Fixed Assets Federal Book to a New Book

by L Vail @ Microsoft Dynamics GP - Recent Threads

You mentioned they also wanted to transfer the depreciation detail. The issue with that is the account indexes are likely different between the two companies. Inside the Fixed Assets module, the account indexes are used in place of the account numbers. Are they wanting to continue using the copy of the Federal book in the new company?

How to Add a New Bank Account in QuickBooks

by Jonathan @ Integrated Insights, P.C.

Most of these instructions apply to adding other kinds of accounts in QuickBooks, but we will be looking specifically at bank accounts in this example. You should have  bank account in QuickBooks for each bank account your business has (this includes PayPal). So if you open a new one, you’ll need to add it to [...]

EFT for Payables: Anyone created a solution to include 80 char free form text for the Addenda record of CCD+ file?

by atm00 @ Microsoft Dynamics GP - Recent Threads

Client is using BBVA as the bank and basically wants to be able to add free form text for each AP VOUCHER (not payment) to be included in the Addenda record of a CCD+ file.  A standard NACHA format accepts 80 characters, and the client will need close to that in many cases.  And again, it needs to be free form text, it isn't going to be just a concatenation of various fields from GP. 

BBVA implied other GP customers are doing this with no issue and I just can't think of a way to make this happen out of the box. 

Thanks,

Alison

Adding a Bank Account

Adding a Bank Account


Venmo

To add a bank account to your Venmo account from a computer, click here and select "Link Bank Account" then follow the instructions.If you’re in the app please follow the instructions be...

Does the Payroll module has it's own security?

by Alaa Ramadan @ Microsoft Dynamics GP - Recent Threads

Hi, 

I have been asked to create a new user in GP and copy access from existing user.

Existing user can access the  'Payroll Employee Setup - Canada' window which is part of Canadian Payroll module

However the new user is getting permission error on attempt to access the same window.

I'm wondering if the payroll module has it's own security?

Thank you, 

Adding a new user to a bank account

Adding a new user to a bank account


Support Center

When a bank account is added, the only user that is bank authorized is the user that added the bank. To give others bank authorization to pay bills, they need to be nominated to the bank account in...

QuickBooks Accountant’s Copy

by Jonathan @ Integrated Insights, P.C.

How to Create a QuickBooks Accountant’s Copy Open your QuickBooks company file. Go to File->Accountant’s Copy->Send to Accountant… Follow the instructions on screen to create and send the accountant’s copy. You will need to make a couple choices during the process: Set the dividing date: Your accountant will work on or before the dividing date. [...]

Best Bank Account Bonuses and Offers February 2018 - NerdWallet

Best Bank Account Bonuses and Offers February 2018 - NerdWallet


NerdWallet

Excellent cash bonuses are available if you open checking or savings accounts with some banks. Here are the best offers this month: Checking account offers and savings promotions Top picks…

How to Keep a Side Hustle and a Day Job Simultaneously

by Due.com @ Chime Banking

While it seems as if everyone is turning a side hustle into a full-time gig, the reality is not everyone wants to do that. Heck, not everyone even should do that! Contrary to how you may be feeling, it doesn’t make you any less of a business owner to keep your day job. That being said, you […]

The post How to Keep a Side Hustle and a Day Job Simultaneously appeared first on Chime Banking.

Vendor Modifier - Mass Upload

by ShannonD @ Microsoft Dynamics GP - Recent Threads

We are currently attempting a mass Vendor ID change, so I crated a comma delimited spreadsheet with the current vendor ID in the first column and the new Vendor ID in the second. The issue I'm running into is that a lot of the current Vendor IDs have commas in them (most of our Vendor IDs are Last Name, First Initial). So when I go to validate my spreadsheet, the system is picking up the last name as the current ID and the first initial as the new ID, and therefore unable to find the vendor in the system. Is there any way around this, or how do I set up my spreadsheet so the system picks up the correct fields? TIY!

Forum Post: RE: Default accounts on unposted cash receipt transactions

by Isaac Olson @ Microsoft Dynamics GP

Hello, Unfortunately the Default Distributions are re-calculated using Dexterity code in Microsoft Dynamics GP, so you would almost need a customization outside of SQL to click the default button for you on the distributions. Microsoft Support

Default accounts on unposted cash receipt transactions

by CarolynN @ Microsoft Dynamics GP - Recent Threads

Is there a way to run the default accounts for a batch of Cash Receipts transactions? 

In other words, I have a batch of unposted cash receipts. I have brought them in through SmartConnect with no distribution. This was due to the issue where eConnect (and therefore SmartConnect) will not apply invoices where either the apply from or apply to document is not in the functional currency. 

I was able to import the apply information another way, but now I need to run the default accounts for each transaction.

If I bring up each cash receipt and click the Distribution button, the proper distribution populates (the RM10101 for this transaction is empty before clicking the Distribution button).

I want to avoid having to open up all non-functional cash receipts and click the distribution button, so I was hoping there may be a stored procedure I can pass in each payment number and have it default the distributions.

Other than that, does anyone have any indication as to when or if eConnect will support cash application in non-functional currency? If it is entered directly into GP, this has been functional since GP2013.

Thank you.

Changing your bank account

Changing your bank account


LendingClub

Need to change the bank account you linked when you applied? You can make that change directly from your Account Summary. When you change your bank, we’ll send you an email confirmation and ask tha...

These 5 Gas-Saving ‘Tips’ Don’t Work

by Philip Reed @ NerdWallet

When gas prices spike, drivers love to swap gas-saving tips. The crazier the tip, the faster it seems to spread. The problem is, some such “tips” are more urban legend…

Forum Post: RE: GP 2016 R2 Budget Exception Report - Security

by Derek Albaugh @ Microsoft Dynamics GP

Hello Deborah, Lisa is correct in that during upgrades of Dynamics GP, we don't overwrite user security, which is why we have scripts that need to be run for GP 2013 R2 through GP 2018, to add the new security roles and tasks to your environment after an upgrade. If you run a dexsql.log of this permissions error, then when the error shows, look towards the end of the log file for a call to the zDP_SY10000SS_1 procedure, that usually tells us what the user doesn't have permissions to, if you can get us that information. Thanks,

Create a Receivable without posting to the GL

by John Seidensticker @ Microsoft Dynamics GP - Recent Threads

We have an odd issue where we need to create a Receivable to clear a negative balance on a Customer Account without posting anything to the GL. The GL is correct. If we just create a Receivable without posting, it does not clear the balance for this Customer. 

Need Macro to Upload Chart of Accounts

by Jehan @ Microsoft Dynamics GP - Recent Threads

I need a Macro or steps to create one that will upload Chart of Accounts from a csv file. 

If the same can be done with Table Import then I will need instructions on how to import with this tool.

Add Fields from the Checkbook ID to SOP Invoice

by sbasye @ Microsoft Dynamics GP - Recent Threads

Looking for some information on adding the Checkbook ID fields or Bank Fields to the SOP Invoice.  Client would like to add the wire instructions to the Invoice and would like to pull it from the setup since each checkbook can be different.  Currently I am using the company UDF fields, but they would like to use the Checkbook fields which isn't a table on the Invoice in SOP.  Anyone know what Relationships I can make to the SOP Invoice to get the Checkbook info?

Thanks for your time,

Susan

How to Get Free or Cheap Flu Shots

by Jim Wang @ Wallet Hacks

The flu is bad news. Like really bad news. And the 2018 flu season is going down as one of the worst in recent memory. The Centers for Disease Control and Prevention keeps an influenza map of the United States and for the first time, the entire contiguous United States is the same color – […]

The post How to Get Free or Cheap Flu Shots appeared first on Wallet Hacks.

Why Big Banks Charge Fees

by Lindsay VanSomeren @ Chime Banking

Raise your hand if you’re fed up with big bank fees. These pesky fees can put a damper on your day and a drain on your finances. According to a 2016 survey by the Pew Charitable Trust, a full quarter of people who use bank overdraft services regularly end up paying out at least one week’s […]

The post Why Big Banks Charge Fees appeared first on Chime Banking.

RE: GP 2016 R2 Budget Exception Report - Security

by Derek Albaugh @ Microsoft Dynamics GP - Recent Threads

Hello Deborah,

Lisa is correct in that during upgrades of Dynamics GP, we don't overwrite user security, which is why we have scripts that need to be run for GP 2013 R2 through GP 2018, to add the new security roles and tasks to your environment after an upgrade.

If you run a dexsql.log of this permissions error, then when the error shows, look towards the end of the log file for a call to the zDP_SY10000SS_1 procedure, that usually tells us what the user doesn't have permissions to, if you can get us that information.

Thanks,

Forum Post: RE: Trying to remove "New" status Purchase Orders off of Open PO report.

by Mariano Gomez @ Microsoft Dynamics GP

You should be able to go to the Purchase Order Entry window, retrieve the PO and delete it from there.

RE: Adding a new bank account

by Anoop Babudevan @ Adding a new bank account

Hi All,

If in case we made a receipt in old check book id and need to deposit in new bank account:

Now we are following these steps:

1. Pass deposit entry in the Old check book id.

2. Transfer the balance to the new check book id through Bank Transfers Entry.

Is there any other option to sort this out.

6 Real-Life Money Lessons You Can Learn From Monopoly

by Kim Galeta @ Chime Banking

When I was growing up, my favorite board game was Monopoly. Recently, I decided to re-explore the game with my nieces and nephews. And, wow! I realize now just how many life lessons can be learned from this classic game. For starters, Monopoly is a game of strategy that offers ways to manage your money […]

The post 6 Real-Life Money Lessons You Can Learn From Monopoly appeared first on Chime Banking.

Tempted by a new bank account sign-up bonus? Read the fine print.

Tempted by a new bank account sign-up bonus? Read the fine print.


The Christian Science Monitor

New account incentives appear to offer easy money, especially if you're already looking for a new bank. However, proceed carefully: The rules behind these giveaways can cut into payouts, and there may be negative consequences for your reputation as a banking customer.

The Problem with Overdraft Fees

by Paul Sisolak @ Chime Banking

“Overdraft” is not a word we like to hear. Why? It generally means you’ll be dinged with a fee you don’t want to pay. To clarify, an overdraft fee occurs when you don’t have enough money in your bank account to pay for a purchase. When this happens, your bank will pay for the transaction […]

The post The Problem with Overdraft Fees appeared first on Chime Banking.

Dexterity

by HerbL @ Microsoft Dynamics GP - Recent Threads

Just downloaded Dynamics GP2018 and extracted all files, etc.  Have a standalone software product that is written in Dexterity.  l copy all my files and .dic into the new dex directory.  Go into development mode, and then attempt to start Test Mode, but get an error:  "An open operation on table <table name> failed because you are not logged in to a valid data source."  My application written in Dexterity uses C-tree not SQL.  Is this the problem, i.e., the system is looking for SQL files.  I tested it on other apps I have written and get the same error msg.  How do I tell DEX to read C-tree tables?

Trying to remove "New" status Purchase Orders off of Open PO report.

by BWhipkey @ Microsoft Dynamics GP - Recent Threads

I have quite a bit of POs that are from 2015 and 2016 but they have a status of "New". I tried accessing them from Edit Purchase Order Status but it says "This is not an active purchase order. Please enter another purchase order." Is there anyway to clear these out. I also have POs without a status at all. Would like to get rid of those as well. Any help would be appreciated.

20+ Best Bank Promotions & Bonus Offers ($100 Minimum!)

20+ Best Bank Promotions & Bonus Offers ($100 Minimum!)


Wallet Hacks

See the best nationally available bank promotions and signup bonuses available ($100 minimum!) - we keep this list of 20+ bank offers updated weekly. No expired promotions or tiny banks listed, just nationally available, easy to get promos.

Need to copy an exact version of Fixed Assets Federal Book to a New Book

by LisaM89 @ Microsoft Dynamics GP - Recent Threads

I am new to GP and then first request I've been asked to create a new book that is an exact copy of the Federal book in Fixed Assets.  I've been told that I need to 1) create the new book, 2) create the Book Classes, 3) load the assets.

I've got several comments and questions.  Most important - is there a way to copy the entire book?  If not, how do I download the list of assets (I've looked at some of the reports and cant seem to get the required data)?  Also, is there a way to systematically load the Book Classes?We have 142 book classes, and entering those manually will be very time consuming.

Thank you in advance for any guidance.

RE: Need to copy an exact version of Fixed Assets Federal Book to a New Book

by LisaM89 @ Microsoft Dynamics GP - Recent Threads

It is not a new company, it is the same company.  They will continue to use the federal book

The 10 Best Vanguard Funds

by Jim Wang @ Wallet Hacks

I love Vanguard. The bulk of my investments are there, minus a few dividend growth stocks I hold in an Ally Invest account (formerly TradeKing). I'm not the only one. Of the top 25 largest mutual funds by assets, sixteen are from Vanguard (source). A clarification – many of the funds on the Marketwatch list […]

The post The 10 Best Vanguard Funds appeared first on Wallet Hacks.

How to Open a Free Online Bank Account with Chime

by Melanie Lockert @ Chime Banking

Whether you want to open your first bank account or switch to a new one, it can be a daunting process. You may be wondering “How long does it take to open a bank account?” Or, “What do I need to open a bank account?” You may also feel unsure about the next steps. Here’s […]

The post How to Open a Free Online Bank Account with Chime appeared first on Chime Banking.

How to Open a Bank Account without ChexSystems - Personal Finance Made Easy - Banking, Loans, Credit Card Advice | echeck.org

How to Open a Bank Account without ChexSystems - Personal Finance Made Easy - Banking, Loans, Credit Card Advice | echeck.org


Personal Finance Made Easy - Banking, Loans, Credit Card Advice | echeck.org

Absolutely everything you need to know about how to get a bank account if you have a ChexSystems record

RE: Need to copy an exact version of Fixed Assets Federal Book to a New Book

by LisaM89 @ Microsoft Dynamics GP - Recent Threads

It is not a new company.  The ask is for a copy of the Federal book and create a new book (State).  The FA team will be applying a special depreciation to the Federal book and want a separate book without the special depreciation, therefore the request for a "copy" of the Federal book.  

Simple’s new kind of shared bank account targets unmarried partners, roommates & more

Simple’s new kind of shared bank account targets unmarried partners, roommates & more


TechCrunch

Online banking service Simple today is launching a new type of banking product aimed at a younger generation of customers who want to be able to collaborate..

RM Transaction Tax insert

by Mirza @ Microsoft Dynamics GP - Recent Threads

Dear,

I have never worked on eConnect. I am trying to generate Receivable invoices with tax, using asp.net visual studio tools. here is my genereated xml and source code.

my xmal is not showing nodes for Taisert

xml

<?xml version="1.0" encoding="utf-8"?><eConnect xmlns:xsi="www.w3.org/.../XMLSchema-instance" xmlns:xsd="www.w3.org/.../XMLSchema"><RMTransactionType><eConnectProcessInfo xsi:nil="true" /><taRequesterTrxDisabler_Items xsi:nil="true" /><taUpdateCreateCustomerRcd xsi:nil="true" /><taCreateCustomerAddress_Items xsi:nil="true" /><taRMCommissions_Items xsi:nil="true" /><taRMTransactionTaxInsert_Items xsi:nil="true" /><taRMDistribution_Items xsi:nil="true" /><taAnalyticsDistribution_Items xsi:nil="true" /><taRMTransaction><RMDTYPAL>1</RMDTYPAL><DOCNUMBR>B201710\02442\000</DOCNUMBR><DOCDATE>2017-11-30</DOCDATE><BACHNUMB>Nov17</BACHNUMB><CUSTNMBR>ABB002</CUSTNMBR><DOCAMNT>0.56</DOCAMNT><SLSAMNT>0.56</SLSAMNT><DOCDESCR>AM INV 11 2017 Bahrain Greetings</DOCDESCR></taRMTransaction><taMdaUpdate_Items xsi:nil="true" /></RMTransactionType></eConnect>

Source Code

public bool CreateReceivableInvoice(clsAbstractLayer objAL)
{
string sCustomerDocument;
string sXsdSchema;
//string sConnectionString;

bool bolRlt = false;
bool ResponseXml = false;

StringBuilder sb = new StringBuilder();

using (eConnectMethods e = new eConnectMethods())
{
try
{
// Create the customer data file

objAL.FileName = "AR.xml";
SerializeReceivableInvoiceObject(objAL);

// Use an XML document to create a string representation of the customer
XmlDocument xmldoc = new XmlDocument();
xmldoc.Load("AR.xml");
sCustomerDocument = xmldoc.OuterXml;

// Specify the Microsoft Dynamics GP server and database in the connection string
//sConnectionString = @"data source="+ objAL.SQLServer +";initial catalog="+ objAL.Database +";integrated security=SSPI;persist security info=False;packet size=4096";

////// Company Database

objAL.Database = Dynamics.Globals.IntercompanyId.Value;

sb.Append("Data Source");
sb.Append("=");
sb.Append(objAL.SQLServer);
sb.Append(";");
sb.Append("Initial Catalog");
sb.Append("=");
sb.Append(objAL.Database);
sb.Append(";");
sb.Append("Integrated Security=SSPI;");
sb.Append("User ID");
sb.Append("=");
sb.Append(objAL.UserID);
sb.Append(";");
sb.Append("Password");
sb.Append("=");
sb.Append(objAL.Password);
sb.Append(";");
sb.Append("Persist Security Info=False;");
sb.Append("packet size=4096; Connect Timeout=200;pooling='true'; Max Pool Size=200");

// Create an XML Document object for the schema
XmlDocument XsdDoc = new XmlDocument();

// Create a string representing the eConnect schema
sXsdSchema = XsdDoc.OuterXml;

// Pass in xsdSchema to validate against.
ResponseXml = e.CreateEntity(sb.ToString(), sCustomerDocument);

if (ResponseXml == true)
{
objAL.InvoiceNo = objAL.InvoiceNo;
objAL.CustomerID = objAL.CustomerID;
objAL.CurrencyID = objAL.CurrencyID;

SaveARExtendersRecords(objAL);

bolRlt = true;
}

}

///////////////////////////////////////////// serialization

private void SerializeReceivableInvoiceObject(clsAbstractLayer objAL)
{
try
{
// Instantiate an eConnectType schema object
eConnectType eConnect = new eConnectType();

// Instantiate a RMTransactionType schema object
RMTransactionType Rmtype = new RMTransactionType();

// Instantiate a taRMTransaction XML node object
taRMTransaction RmTran = new taRMTransaction();

taRMTransactionTaxInsert_ItemsTaRMTransactionTaxInsert RmTranTax = new taRMTransactionTaxInsert_ItemsTaRMTransactionTaxInsert();

//Instantiate Transaction Tax Insert


//taRMTransactionTaxInsert

// Create an XML serializer object
XmlSerializer serializer = new XmlSerializer(eConnect.GetType());

// Populate elements of the taRMTransaction XML node object

RmTran.RMDTYPAL = objAL.ReceivableDocTypeID; // 1 for Invoice; 3 for Debit Notes ; 7 for Credit Memo

if (objAL.ReceivableDocTypeID == 1)
{
RmTran.DOCNUMBR = objAL.InvoiceNo; // Must be changed with Doc Number variable
RmTranTax.DOCNUMBR = objAL.InvoiceNo;

// taRMTransactionTaxInsert.
}
else if (objAL.ReceivableDocTypeID == 3)
{
objAL.InvoiceNo=GetNextDebitMemoNumber(objAL);
RmTran.DOCNUMBR = objAL.InvoiceNo;
RmTranTax.DOCNUMBR = objAL.InvoiceNo;

}
else if (objAL.ReceivableDocTypeID == 7)
{
objAL.InvoiceNo = GetNextCreditMemoNumber(objAL);
RmTran.DOCNUMBR = objAL.InvoiceNo;
RmTranTax.DOCNUMBR = objAL.InvoiceNo;
}


RmTran.DOCDATE = objAL.DocDate;

RmTran.BACHNUMB = objAL.BatchId;
RmTran.CUSTNMBR = objAL.CustomerID; //objAL.CustomerID;
//RmTran.CURNCYID = objAL.CurrencyID;
RmTran.DOCAMNT = objAL.DocAmount;
// RmTran.TAXAMNT = objAL.TaxAmount;

RmTran.SLSAMNT = objAL.DocAmount;
RmTran.DOCDESCR = objAL.DocDescription;
//RmTran.TAXSCHID = objAL.

// Populate the RMTransactionType schema with the taRMTransaction XML node

Rmtype.taRMTransactionTaxInsert_Items = RmTranTax;
Rmtype.taRMTransaction = RmTran;

//taRMTransactionTaxInsert_ItemsTaRMTransactionTaxInsert[] TranTax = { RmTranTax };

RmTranTax.BACHNUMB = objAL.BatchId;
RmTranTax.CUSTNMBR = objAL.CustomerID;
RmTranTax.TAXDTLID = objAL.RmTransTaxDtlID;
RmTranTax.RMDTYPAL = objAL.ReceivableDocTypeID;
RmTranTax.TAXAMNT = objAL.TaxAmount;
RmTranTax.STAXAMNT = 0;
RmTranTax.TAXDTSLS = 0;

RMTransactionType[] myRMTran = {Rmtype };

// Populate the eConnectType object with the RMTransactionType schema object

// eConnect.RMTransactionType = taRMTransactionTaxInsert_ItemsTaRMTransactionTaxInsert = TranTax;


// Populate the eConnectType object with the RMTransactionType schema object
eConnect.RMTransactionType = myRMTran;

// Create objects to create file and write the customer XML to the file
FileStream fs = new FileStream(objAL.FileName, FileMode.Create);
XmlTextWriter writer = new XmlTextWriter(fs, new UTF8Encoding());

// Serialize the eConnectType object to a file using the XmlTextWriter.
serializer.Serialize(writer, eConnect);
writer.Close();
}
// catch any errors that occur and display them to the console
catch (System.Exception ex)
{
MessageBox.Show(ex.ToString(), "Error!", MessageBoxButtons.OK, MessageBoxIcon.Error);
}
}

any help please?

Opening a New Bank Account? Get Prepared and Get it Done!

Opening a New Bank Account? Get Prepared and Get it Done!


The Balance

To open a new bank account, you&#39;ll need to provide personal information, an initial deposit, and more. Plus, make sure it&#39;s the right account.

Need to copy an exact version of Fixed Assets Federal Book to a New Book

by LisaM89 @ Microsoft Dynamics GP - Recent Threads

I am new to GP and then first request I've been asked to create a new book that is an exact copy of the Federal book in Fixed Assets.  I've been told that I need to 1) create the new book, 2) create the Book Classes, 3) load the assets.

I've got several comments and questions.  Most important - is there a way to copy the entire book?  If not, how do I download the list of assets (I've looked at some of the reports and cant seem to get the required data)?  Also, is there a way to systematically load the Book Classes?We have 142 book classes, and entering those manually will be very time consuming.

Thank you in advance for any guidance.

American Express Personal Savings Account Review

by Jim Wang @ Wallet Hacks

American Express (AMEX) is best known for their credit cards but they do much much more. Credit cards is where they started, many years ago, but now they offer bank accounts too. We know they have great perks on their credit cards, but what about their bank products? Their high yield savings account is called […]

The post American Express Personal Savings Account Review appeared first on Wallet Hacks.

RE: Adding a new bank account

by MattPaulen @ Adding a new bank account

You are definitely on track.

I'd create a whole new GL account for the new bank account and then assign that to the new checkbook ID that you create.  Each module under the main setup window has a default checkbook you can select.  Switch that to the new checkbook ID when you are ready.  And yes, I'd keep doing both reconciliations until the old checkbook has everything cleared and is closed.

How do I add a new bank account?

How do I add a new bank account?


Help is on the way.

You can add a new bank account by signing in to your account and navigating to Settings > Edit Bank Accounts > Add a Bank Account. For security reasons, to add or change your bank account, yo...

Tax Professional or DIY? Here’s How to Choose

by Gemma Hartley @ Chime Banking

The thought of filing taxes on your own can be daunting. At the same time, hiring a professional accountant comes at a price: around $273 of your potential refund. But, with the availability of low-cost online options – like TurboTax and TaxAct – you may still be wondering if hiring a tax professional makes the most sense […]

The post Tax Professional or DIY? Here’s How to Choose appeared first on Chime Banking.

X checking from Bank X - Banking for Your Active Lifestyle

X checking from Bank X - Banking for Your Active Lifestyle


Bank X

X checking from Bank X offers simple checking and free online banking without fees. Bank real. Bank X.

The 8 Best Bank Promotions (Checking and Savings) in 2018

The 8 Best Bank Promotions (Checking and Savings) in 2018


The Dough Roller

Looking for the best checking accounts or savings accounts? These bank promotions can get you cash back when you open a new account and a top APR.

RE: Default accounts on unposted cash receipt transactions

by Isaac Olson @ Microsoft Dynamics GP - Recent Threads

Hello,

Unfortunately the Default Distributions are re-calculated using Dexterity code in Microsoft Dynamics GP, so you would almost need a customization outside of SQL to click the default button for you on the distributions.

Microsoft Support

How Can I Open a Bank Account When My Credit Sucks?

How Can I Open a Bank Account When My Credit Sucks?


Two Cents

Dear Two Cents,I&#39;m finally in a position to start saving some money. I now have an adequate emergency fund, and I&#39;d like to eventually get started with basic investing. But for now, I want to earn interest on my emergency fund, as it&#39;s currently just sitting in a low-yield savings account.

What is a Monthly Maintenance Fee, and How Do I Avoid Them?

by Melanie Lockert @ Chime Banking

What if you asked a friend to watch over your precious jewels and she said, “Yeah, no problem.” But later on, she hit you up for a monthly fee for babysitting your jewelry. How would you feel, especially as she didn’t tell you upfront about this so-called fee? Probably a little peeved, right? Unfortunately, this […]

The post What is a Monthly Maintenance Fee, and How Do I Avoid Them? appeared first on Chime Banking.

Managing Maryland part time sick leave requirements in GP 2015

by Lynn Kallay @ Microsoft Dynamics GP - Recent Threads

Is GP 2015 capable of automating the new Maryland part time sick leave requirements:

  1. Accrual rate = 3.3%
  2. Carry-over sick accrual cap = 40 hours
  3. Cap on accrual per year = 40 hours
  4. Overall sick usage cap per year = 64 hours
  5. Suppress sick accrual for those <24 hours worked in a pay cycle

About - Contact - Privacy Policy - Terms of Service