Enhancements for Dynamics GP Financial Management

Enhancements for Dynamics GP

Paradigm Technology Consulting has developed a number of product enhancements to compliment Microsoft Dynamics GP. Our enhancements are designed to save you time, improve your productivity, enhance your decision-making capabilities and add significant value to your Microsoft Dynamics GP investment. PTC’s products will enhance and streamline: purchase controls with deposit handling, payment rules and vendor contact management; financial processes with robust allocations during entry, and work paper management; sales controls with line of business financial postings, line item notes, and chargeback management.

Contact our Sales Department for more information.

Paradigm Dynamics GP Custom Modules

The 1099 Transaction Editor enhancement for Microsoft Dynamics GP allows users to edit the 1099 amount field in posted PM invoice transactions. The 1099 Type, 1099 Box, and 1099 Amount can be reset for transactions that have not been previously set to include required 1099 information. You can also easily update the amount applicable to a transaction by using the 1099 Transaction Editor. A separate Edit 1099 History window also allows you to enhance security by assigning rights to specific users.
Why Use?

  • Avoid IRS scrutiny and penalties
  • Increased audit protection through easier vendor 1099 editing capabilities
  • Save time by eliminating time-consuming manual entries to invoices
  • 1099 status of prior invoice transactions can be restated quickly and easily
  • 1099 vendors can be set-up anytime during the year -eliminating time-consuming back work
  • Extra level of transaction security provided through separate edit window

Download the 1099 Transaction Editor literature 
Contact us for more information or to schedule an online demo.

Generate a PivotTable Report in Excel based on your AR or AP Trial Balance Report.

By using the basic functionality of Microsoft Dynamics GP Excel Reports and Microsoft Excel 2007 or higher, the Aging PivotTable Reports provide increased flexibility to analyze outstanding transactions in Accounts Receivable or Accounts Payable. Pivot Table drilldown capabilities allow users to view additional account information (such as the account contact person and phone number) directly in Excel without having to print other reports or look at other screens. Pivot Table filters enable users to tailor the report to a particular customer/vendor or receivables/payables control account number, among others. The aging calculation date can be adjusted for re-calculating the aging ranges. The Pivot Table is built to accommodate many different aging ranges for your company’s reporting needs. Percentages can be added to the bottom of the Pivot Table at the click of a button to calculate the breakdown of the amounts in each aging range. The final look of your Pivot Table can be modified in Excel to provide users with a print-ready report for your company’s internal reporting needs or for e-mailing to customers or vendors.

Why Use?
  • Use the built-in functionality of Microsoft Dynamics GP SmartLists and Microsoft Excel 2010 - tools you already own and are familiar with
  • Easily isolate AP or AR transactions for further review
  • Drilldowns to other account information directly in Excel
  • Use the PivotTable to generate customer-ready reports and internal reports
  • Recalculate the aging of your invoices and update your PivotTable report using the functionality in Excel
  • Multiple aging ranges are available

Download the Aging Pivot Table Reports literature 

Contact us for more information or to schedule an online demo.

Introducing flexible allocation methods for Dynamics GP users!

Do you want more flexibility in the allocation methods available in Dynamics GP?

Could you use allocation methods based on fixed amounts, percentages, and unit accounts to better allocate your payables, purchasing, and general ledger entries?

Do you have the same allocation schedules applied to multiple expense accounts but dread having to create multiple fixed allocation accounts in Dynamics GP to handle these transactions?

Do you avoid using fixed allocation accounts in Dynamics GP because you can’t lose track of the full invoice amount going to the initial account for audit purposes?

If your answer is YES to any of these, then Paradigm’s Allocation Schedule is here to rescue you. You can avoid creating numerous fixed allocation accounts and repeating the same allocation percentages by using Allocation Schedule to streamline your allocation management process. Enhance your allocation options by combining fixed amount based allocations and percentage based allocations until they are fully allocated. All allocations post into the initial user-entered posting account retaining a full audit trail of the total invoice amount before being distributed and posted according to the Allocation Schedule you set up.

Available in AP Distribution, Purchasing Distribution, and GL General Journal.

Why Use?

Eliminates the need for multiple fixed allocation accounts with identical allocation percentages by allowing users to setup Allocation Schedules to apply directly to posting accounts in distribution entries.


Maintains a full audit trail by posting the original pre-allocated amount to the original GL account. The Allocation Schedule then reverses and posts the amount to the appropriate GL accounts.


Streamlines the allocation process with use of flexible allocation schedules combining constant amounts, percentages and unit accounts to allocate expenses across multiple cost centers or other segments with the use of multiple segment overrides.


Allocate each distribution account separately by user defined schedules.

Download the Allocation Schedule literature 

Contact us for more information or to schedule an online demo.

Is processing chargebacks a time consuming process? Do you lose track of why chargebacks were processed?

Streamline your chargeback process with Paradigm’s Chargeback System. Define your own chargeback reason codes and record them during transaction entry while capturing original payment information. Track reason codes and GL posting flows and maintain historical accuracy of the chargeback transaction in Microsoft Dynamics GP. Recording reason codes and whether the chargeback is allowed saves you entry time and allows you financial control over posting flows by assigning accounts to each code.

Why Use?
  • Improve customer relations by properly accounting for chargeback’s in the receivables process.
  • Save time by the efficient processing of customer chargeback’s.
  • Determine if the customer chargeback is allowed or flag for research or dispute.
  • Understand valuable trends, reduce costs, and inventory by tracking chargeback reasons and patterns.
  • Improves audit efficiency and capabilities.

Download the Chargeback System literature 

Contact us for more information or to schedule a web demo.

The PTC GL Import with Analytical Accounting is a tool for importing General Ledger entries from Excel into Dynamics GP. The ability to include Analytical Accounting information in the import has been added as well.

Users can enter the information into an Excel template and then import the information directly into Microsoft Dynamics GP.

Multiple entries can be done at one time.

Why Use?
  • Pull Microsoft Excel data into GP General Ledger entries
  • Includes Analytical Accounting data
  • Users are familiar with Microsoft Excel layout

Download the GL Import with Analytical Accounting literature 

Contact us for more information or to schedule an online demo.

PTC’s iMIS Bridge allows user to easily transfer information from Advanced Solutions International’s iMIS Association Management into Microsoft Dynamics GP without having to purchase the iMIS GL Interface product.

Integrations from iMIS into Dynamics GP include General Ledger, Bank Reconciliation and Accounts Payable Refunds.

Why Use?
  • Consolidate postings into a single batch
  • Integrates into Dynamics GP:
  • General Ledger
  • Bank Reconciliation
  • Accounts Payable Refunds
  • Does not require the iMIS GL Interface Product
  • Eliminates rekeying of data into Dynamics GP

Download the iMIS Bridge literature 

Contact us for more information or to schedule an online demo.

Analyze sales trends and inventory movements effectively with flexible fields.

Do you need to further analyze inventory movements and sales analysis trends yet find yourself limited by the lack of flexible fields to enter key item data?

Paradigm’s Item Attributes enhancement for Dynamics GP solves this by allowing you to specify user-defined information to be captured at the Item Card level. You will be able to create attributes and assign these to item classes. By assigning individual attributes to item classes, you will be able to create a menu of relevant attributes based on a new or existing item’s item class.

Why Use?
  • Unlimited attributes allow for unlimited amounts of information.
  • Increases the value of Dynamics GP investment by allowing you access to more decision making data in a way that adds value to your business.
  • Easily extract item attributes through the use of SmartLists using SmartList Builder.
  • Assign attributes only to applicable item classes.
  • Immediate availability when an item is created and assigned to the item class.

Download the Item Attributes literature 

Contact us for more information or to schedule an online demo.

How much time could you save if the setup of the item sites in Dynamics GP could be automated for new inventory items?

The Item Site Auto Assign enhancement automates the setup of Item Quantity Maintenance by Site and Item Resource Planning by Site in Dynamics GP for all your individual locations (sites). After the completion and save of your first site, your remaining sites are automatically and instantly created. Automatically replicate the Primary Vendor ID and the Item Print Option settings for your item sites once you have set up the initial site and it is saved. Within Item Resource Planning and PO Generator Item Maintenance, additional fields are replicated with a simple click of the “save” button. With Item Site Automation by PTC, these additional fields and sites are created automatically and no further additional entry is required. It’s that simple.

Item Site Auto Assign automates the following fields:
Item Quantity Maintenance Site
Primary Vendor ID
Item Print Option settings
Item Resource Planning
Order Policy
Replenishment Method
PO Generator Item Maintenance
Order Method
Replenishment Level
Vendor Selection
Cost Selection
Why Use?

You will save hours of unnecessary input time.


Simply enter -check- populate ONCE and reduce entry errors that cost you money.


No data entry burnout allows your staff to be more productive.

Download the Item Site Auto Assign literature 

Contact us for more information or to schedule a web demonstration.


The Lot Profitability Tracking is an enhancement to Dynamics GP that acts as a repository for all revenue and expenses related to lots. This enhancement automatically captures lot costs on PO receiving (including landed costs), revenues on sales invoicing and inventory adjustments. Other costs are associated with a lot through a user entry window, which allows users to enter and edit miscellaneous expenses by cost type. A quick entry window provides a streamlined process to allocate warehouse storage invoices related to each lot.

Why Use?
  • Automatically captures revenue & expenses linked to lots in purchase order receiving (including landed costs) & sales invoicing and inventory adjustments
  • Ease of entering warehousing costs by lot
  • Ability to record additional costs against lot
  • Multiple reports including P&L by lot

Download the Lot Profitability Tracking literature 

The PTC Order Acknowledgements module provides a mechanism for the automatic e-mailing of Order acknowledgements and Invoices from Microsoft Dynamics GP.

During the setup process, the administrator specifies when the acknowledgement e-mail is to be sent. The choices for orders are: Initial Order Save, Order Save/Update, and Enter OA Ship Date. The choices for invoices are: Invoice Save, Invoice Posting, and Transfer Order to Invoice. E-mails can be sent at various times in the order process. Separate “From” e-mail address are allowed during the setup process for Order and Invoice acknowledgements.

A salesperson can also be notified of a sale by means of a checkbox being ticked, they can receive a copy of the document generated once the process has been generated. Also available from the setup menu is the standard Dynamics GP Process Hold functionality, which can prevent sending of e-mail for any specific Process Hold functions.

Users have the ability to manually send out or resend orders or invoices as well and can easily view history of e-mails sent by clicking the expansion button next to the status to open the acknowledgement History window.

Why Use?
  • Automatically update customers when items are shipped
  • Automatically invoice customers when items are shipped
  • Increased communication between you and your customers
  • Save time by eliminating time-consuming manual entries

Download the Order Acknowledgements literature 

Contact us for more information or to schedule an online demo.

Whether you are a support, health related, government or services organization the ParadigmAdvisor can assist you and your customers.

The ParadigmAdvisor is a framework consisting of questions and answers that helps users navigate through a virtual decision tree. Based upon the answers to questions and surveys, the system can automatically generate emails and texts with links to documents, videos, webinars, and or support queues. In addition, a user going through the decision tree can create an event for further follow-up.

Unlike standard decision tree software, the ParadigmAdvisor doesn't limit you to the standard “Yes/No” type questions, nor does it limit you to a standard graphical chart of the questions and answers.

ParadigmAdvisor is built upon Microsoft Dynamics CRM and can be utilized in a hosted or on-premise environment.

Why Use?
  • Guides customers and or staff through Q&A process
  • Customizable for just about any industry
  • Great for support/help desks

Download the ParadigmAdvisor literature 

Contact us for more information or to schedule an online demo.

PTC's Purchasing Enhancement Bundle Includes:

Vendor Address Contacts

The Vendor Address Contacts enhancement allows users to add extra Contacts to a Vendor record in GP. Unlimited vendor contacts can be associated with each Vendor Address ID.

Why Use?
  • Increase the number of contacts with multiple contacts per address ID.
  • Eliminate the need to create multiple vendor address IDs to manage multiple contacts per vendor address.

Purchase Order Processing User-Defined Fields

The Purchase Order Processing User Defined Fields enhancement allows organizations to specify what information should be captured at the Purchase Order level. GP users can assign labels to these additional fields to facilitate the capture of this additional information. These 35 fields greatly expand the data that can be stored with a Purchase Order.

Key Features
  • Streamlines purchase order process by allowing you to enter your user defined data when creating the PO versus during the receiving process.
  • Increases the data you can enter and capture by adding:
    • 5 List Fields
    • 15 Text Fields
    • 5 Amount/Currency Fields
    • 10 Date Fields
  • Saves data entry time by allowing you to create default values
  • Create useful reports from any of the user defined fields you create by using built in SmartList Builder

Vendor Lookup by Name

The Vendor Lookup by Name enhancement sets all Vendor lookups within Microsoft Dynamics GP (GP) to search by the default of Vendor Name rather than by Vendor ID.

Why Use?
  • Saves you time by defaulting all Vendor lookups to Vendor Name
  • Especially useful for users who use numerical ID’s for vendors

Payment Priority Lookup

The Payment Priority Lookup enhancement simplifies your vendor payments by allowing users to setup validated payment priority codes in Dynamics GP and then assign those priorities to vendors and/or vendor classes from a convenient lookup window.

Key Features
  • Ability to create pre-defined pay groups which helps you:
    • Prioritize payments
    • Increase payment selection accuracy
    • Reduce the time it takes to process and sort through your check run
  • Improve your cash flow by issuing checks based on your priority settings
  • Leverage standard GP functionality, such as the SelectCheck process

Purchasing Enhancement Bundle literature 

Contact us for more information or to schedule an online demo.

Extend your note ability in Purchase Order Processing!

Introducing Paradigm’s Purchase Order Processing (POP) Line Item Notes enhancement that enables you to enter an extended note against an individual line item in POP Purchasing Transaction Entry.

Since the Line Item Note entry window can display immediately upon entry of a new item number on a Purchase Transaction line item, users can easily and quickly begin entering the line-specific information in the 32,000-character note field. This Line Item Note field is accessed by the user through Purchase Transaction Entry and the Line Item Notes can be viewed through Purchase Transaction Inquiry.

Why Use?
  • Centralized storage of all special notes and instructions.
  • You can CTRL N for quick pop-up of note field.
  • Print notes on all your purchasing documents using forms printer - can also be used in Report Writer with calculated fields.
  • Easily review your notes in history at any time using Dynamics GP Inquiry.

POP Line Item Notes literature 

Simplified Line of Business Financial Reporting

Would you like to simplify your financial reporting on the separate lines of business in your organization?

Do you have multiple lines of business in your organization that makes sales posting flows difficult?

The Sales by Line of Business enhancement for Microsoft Dynamics GP gives you the ability to post Sales Order Processing (SOP) line item transactions based on the Line of Business (LOB) assigned on a customer-by-customer basis. LOBs are setup with segment overrides and are mapped to item classes.

Each of your customers is assigned a LOB. As each line item in SOP entry is entered, a unique LOB/item class combination is created that maps to a certain account segment. The posting accounts are immediately updated to reflect the proper LOB and Distribution Type for the customer and the item class for each line item.

When the sales documents are posted, the proper General Ledger account numbers are already overridden and the GL reports will reflect the correct distributions.

Why Use?

Easily track profitability of Sales transactions by lines of business.


Increase the GL account distribution flexibility with customer-specific and line item class-specific posting capabilities.


Automate the tracking process by generating the proper General Ledger transactions during the SOP posting of invoice.


For each line of business, each account segment can by overridden by Distribution Type to better control your transactions through to the General Ledger.

Download the Sales by Line of Business literature 

View an online demo of Sales by Line of Business 

Contact us for more information or to schedule an online demo.

Extend your note ability in Sales Order Processing.

Introducing Paradigm’s Sales Order Processing (SOP) Line Item Notes enhancement that enables you to enter an extended note against an individual line item in SOP Sales Transaction Entry. Since the Line Item Note entry window can display immediately upon entry of a new item number on a Sales Transaction line item, users can easily and quickly begin entering the line-specific information in the 32,000-character note field. This Line Item Note field is accessed by the user through Sales Transaction Entry and the Line Item Notes can be viewed through Sales Transaction Inquiry. Line Item Notes are transferred with the Sales documents when they are transferred from Quotes to Orders to Invoices.

Available in AP Distribution, Purchasing Distribution, and GL General Journal.

Why Use?

Centralized storage of all special notes and instructions

Streamlined entry with automatic display (optional) of the Line Item Notes entry window upon entry of a new line item.

Print notes on all your sales documents including orders, invoices, picking sheets, and more using forms printer - can also be used in Report Writer with calculated fields.

Download the POP Line Item Notes literature 

Contact us for more information or to schedule an online demo.

Eliminate Vendor Overpayment!

Do you have vendor pre-payment/retainer requests?

Do you need to issue a check request during PO entry?

Paradigm’s Vendor Deposits for Dynamics GP minimizes the risk of overpaying vendor invoices by tracking deposits to later apply to invoices. Vendor Deposits allows the user to record a prepayment with the purchase order and then deposit tracking is automatically handled without further user intervention. Open deposits are tracked and the user is prompted during invoice entry if a deposit exists and if it should be applied to the invoice ensuring vendors are not overpaid. Prepayments can be via credit card, manual payment, or computer check which initiates a check request transaction in the AP.

Why Use?
  • Automatic tracking in Accounts Payable and General Ledger
  • Automatic reminders of open deposits available to apply to invoices
  • Streamline the deposit process
  • Minimize the risk of overpayment
  • Easy access and full inquiry capabilities with built in vendor deposit audit trails
  • Easily review PO’s and deposits with built in Vendor ID, PO Number and Deposit Amount filters

Download the Vendor Deposits literature 


Simplify your work paper reconciliations

The Work Paper Checklist enhancement simplifies your work paper reconciliation process by allowing Microsoft Dynamics GP (GP) users to assign account-by-account reconciliation tasks to other GP users. This enhancement provides an approval process for user-designated General Ledger account numbers, enabling Approvers the visibility to see entries that are pending their approval.

Notes and attachments can be added to each Work Paper record for Approvers and Reconcilers to share with each other.

GP tasks are automatically created on the Home Page of the Assignee to alert them of their reconciliation responsibilities. To facilitate the re-assignment process, deleting a Work Paper Checklist entry with an existing task will delete that linked GP task. Once a task is completed and reviewed, the account reconciliation record can be approved in GP.

Why Use?
  • Audit trails track assignments and approvals for account reconciliations.
  • Streamlines work paper management and centralizes work paper access.
  • Facilitate the reconciliation and approval process with work papers and notes that attach to each task.
  • Navigate through “Zoom” functionality directly from the Assignees Home Page tasks to the specific Work Paper record.
  • Multi-company support with company specific security.

Download the Work Paper Checklist literature