From the Microsoft Dynamics GP Blogs: PTE workflows & templates; Create a budget; Mitigation options

From this week's Microsoft Dynamics GP blogs:

• Missing Workflow Documents in the Navigation List
• Project Time & Expense Timesheet Template option
• Creating a Budget in Dynamics GP
• Segregation of Duties Mitigation Options for Dynamics GP

Missing Workflow Documents in the Navigation List

On the Dynamics GP Support and Services Blog, Cheryl Waswick asked if you've ever had a user submit workflow for a PTE (project time and expense) timesheet, payroll timecard, purchase order transaction, or purchasing requisition but then the user reports not being able to see the workflow in the Navigation List when he tries approve it.

Waswick advises to bear in mind that the default filter in the Navigation List displays the ‘Last 90 days.' So, you must research what date the user entered on the workflow document to determine if this default filter is preventing it from displaying in the Navigation List.

A solution is to set ‘No Start Date' and ‘No End Date' in the Custom Dates dialogue box, advises Waswick.

She walks you through the steps here.

Project Time & Expense Timesheet Template option

Also on the Dynamics GP Support and Services Blog, and also regarding PTE, Deseree Krumm discussed best practices for utilizing PTE timesheets and templates. PTE lets remote users enter time against projects that can easily be transferred into payroll to streamline the financial process, she writes.

Using a template lets employees save commonly-used projects and cost categories, (i.e., tasks), so the data can be entered faster, she writes. To create a timesheet template, you need only enter all current ...