1 Kyle Malone CPA CGB Enterprises Kyle Malonecgb
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• Kyle Malone, CPA - CGB Enterprises • Kyle. Malone@cgb. com • 985 -867 -3591 2
1. CTRL + F = FIND 3
2. Homepage - Quicklinks 4
3. Homepage - Cues 5
4. Pinning Items to Toolbar, Shortcuts, etc. 6
5. Startup Windows • *Auto-open when GP opens 7
6. Forms Printer Plus – Attach Reports to ANY Window 8
7. Forms Printer Plus - Email 9
7. Forms Printer Plus - Email 10
8. Macros **Save Keystrokes w/ shortcut 11
9. Workflows 12
9. Workflows 13
10. Smart. Fill Lookups **Can change what we’re looking up against in any window (look for address, phone number, etc. ) 14
11. Revenue/Expense Deferral 15
11. Revenue/Expense Deferral 16
11. Revenue/Expense Deferral 17
11. Revenue/Expense Deferral 18
12. Paid Transaction Removal **Results in fewer transactions to sift through thus faster processing/reporting 19
13. Advanced Lookups 20
14. Customer/Vendor Consolidation **Transfer balances from one module to another or consolidate balance between modules 21
15. Drill-Back From ANY Window to ANY Window 22
16. Account Rollup Inquiry 23
17. Customer/Vendor Summary 24
18. Cross-Company Reporting 25
18. Cross-Company Reporting 26
19. Fastpath Auditing & Reporting • Reports setup for Auditing: GL Changes, Vendor Changes, Customer Changes, Smartview changes. 27
20. Unposted Cash Receipts Smart. View 28
21. Reconcile to GL Tool 29
21. Reconcile to GL Tool 30
22. Smart. View Drill-Downs 31
23. SSRS Report Library 32
24. Unposted G/L Transactions – Smart. View Detail **Originating Columns in Smart. List/Smart. View 33
25. Smart. View External 34
26. Daily Reconciled Checks Smart. View Report 35
27. G/L Copy & Paste 36
27. G/L Copy & Paste 37
28. Integration Example 38
29. Push from Excel Integration 39
30. Smart. Connect “Fix” Button 40
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