Ian Stewart

Ian Stewart

Ian Stewart is a Microsoft Dynamics GP consultant, MCP, and  MVP. He is President, European Operations with Intellpartners, and the owner and the original entrepreneur behind Genesys Financial Systems, He provides European localisation, implementation, support and development services, and out of hours support coverage for organisations with a presence in the EMEA and APAC.

About Ian: 22 years experience in finance and IT, 14 with Microsoft Dynamics GP. Following an early career as a management accountant in the finance industry, Ian moved into the area of IT in business with the expansion of technology in the early ‘90’s, and then into Interim Management working with growing companies. He has led the implementation of many large-scale software installations for business in Ireland, Europe, the USA and Asia / China.

 

Responses

  1. Hi Ian

    I came to realise that you do make a very constructive posts im Microsoft dynamics community and thats what motivated me to this site.I am a GP 10 user in charge of stocks in a manufacturing sector and have been having a big problem in reconciling Subs stocks and GL ever since we installed GP in the year 2006.

    I am very sure you will be of great help and may i take the opportunity to say thanks in advance.

    Regards,
    Elizabeth

  2. Hello Ian,
    I am very impressed with your work. I have a small question for you. We have been using GP for last 3 years now. I am finding that our AP aging does not match our GL report. One of the reasons is due to vendor discounts that are going to a different account “Discounts taken” than the regular AP account. Due to this our AP aging is recording invoice with full amount but GL is recording it after taking discounts. I do not want discounts to be going into AP account as I need to track them separately. How do I fix this issue for the past reports and prevent it from happening.
    The only thing I can think of is,
    1) Voiding the original check
    2) Voiding the original invoice
    3) Reentering invoice with full amount and entering discount as credit memo
    4) Recreating a payment
    I think there are too many steps involved and also the original check has been reconciled. Or should I void original check with today’s date and recreate the check with today’s date. Is there any other way to fix it and prevent it from happening in future since we will always have this problem.

    Thanks,

  3. Hi Purvi, do you need to track the discounts in your GL? or would a report at the end of every period that details the discounts taken for that period be sufficient?

    If you did have to have the discounts in your GL…but wanted your AP to match your AP Trial Balance…could you still use a report as above…and use it to manually create a GL journal at month end to ‘correct’ your GL? This one journal would be a lot easier than going back and voiding and re-entering a whole host of transactions.

    You might consider posting this on https://community.dynamics.com/forums/32.aspx
    and open up your query to the community?

    Best regards,
    Ian.

  4. Do you have experience implementing Dynamics GP and VAT in the UK. We have implemented it to client that one of his offices is in the UK, but we are not 100% sure if the TAX Details in use are the correct or if they are placed in the right Bucket on the VAT Report.

  5. Hi Luis,
    Just dropped you a email there regarding UK VAT set up.
    Thanks for making contact.
    Ian.

  6. Hi Ian,

    I was not sure how to contact you about an issue, which you had faced way back in 2010. This is regarding the message “Date entered is not in current period for checkbook …” when entering a bank transfer in Cashbook Bank Management Module. The link to this question on our Community Forum is as follows: https://community.dynamics.com/product/gp/f/32/t/39917.aspx

    I’m stuck forever in this message and have done everything that I could. I am yet to get out of this mess(age). Any inputs from you on how you got out of it when you were facing this issue, would be highly helpful for me.

    Thanks in advance for your time.

    Vaidy Mohan

    • Hi Vaidy, apologies just got to this now. Are you on Linked In? Send me an invite.
      I’ll take a look at this today. Haven’t come across it before.

  7. Hi Ian, thanks for your reply. We are already connected on LinkedIn. Will send you a message shortly from LinkedIn.

    BTW, I could crack this issue. It was a stranded record on Reconciled Amounts (CBINT605) table. I have posted an article on my blog about that too. You can read it here: http://vaidymohan.com/2012/05/17/cashbook-bank-transfer-error-date-entered-is-not-a-current-period-for-checkbook-checkbook-id/

  8. HI Ian, I have learned plenty reading your posts. Most of my implementations deal with US taxes. i am, however, implementing a US client that needs to file VAT for UK on services only. they don’t know if they have to setup for reverse tax, they are not sure how much to charge at this point. Can you give any guidance on this please?

    thanks ahead
    paula

    • Hi Paula, I can’t unfortunately. I’m not a VAT expert – just expert at implementing the VAT functionality in GP as per the client’s requirements. I would advise that the client engages with a firm specialising in VAT compliance who can review their circumstances / products.

      Ian.

  9. Hi Ian, the Dynamics help file indicates that on a sales transaction entry, the EU transaction box will automatically be marked if the country code assigned to the customer’s shipping address is designated an EU country. We have found that this is not happening consistently, can you explain what may be causing this? Thank you.

    • Hi Lori, I can’t explain. are you sure that the country code on the ship to address for the order is the same as the one that is marked as an EU country?
      What version of GP are you using?

      Ian.

  10. Hi Ian,
    We are a Microsoft Dynamics GP Partner in Canada and have a client that requires a payroll system for their contract employees in India and the U.K that integrates wtih Microsoft Dynamics in GP. Do you have any recommendations?

    • Hi Penny,

      Most countries outside of the US and Canada use localised payroll systems and integrate them to GP. Best solution for this is eConnect. A lot depends on the capabilities of the payroll system – e.g. is it also used to collect expense data, is this paid separately to payroll or is it included etc. There are some customisations available to localise GP standard payroll for Mexico, Caribbean etc. – but not for India and the UK. Our clients in the UK use local payroll / outsourced payroll services and then integrate…both as GL journals and also into Vendor accounts. I’ve a lot of experience with this so let me know if you have any questions.
      Ian.

  11. Hello Ian,

    Thanks so much for sharing all your expertise. I enjoy reading your posts and find them quite helpful.

    I have a client located in the Washington, DC area who has offices throughout Europe. They bank through KBC and will need to process vendor payments using the SEPA format. I read one of your posts regarding SEPA payments and you suggested using a third party service to process the payments. Being the guy that would have to setup and maintain the xml format within Dynamics GP, I understand the benefit of having an expert do this.

    My question is; can you recommend any particular services or give me an idea of what these services are called so i can search one down using Google?

    Thanks in advance,
    Scott Driggers
    T3 Information Services

  12. Hello Ian,

    Have a GP prospect in Florida who has employees in UK and a couple of other European countries (Italy and Poland). Can you name some of the popular payroll service providers? Thanks, John

    • Hi John,

      are you looking for a global provider? or one specific to each country?
      Ian.


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