Susan Looby

"Dynamics CRM 2011 UI Tips & Tricks http://www.dynamicscrmtrickbag.com/2011/01/02/dynamics-crm-2011-ui-tips-tricks/"

"AR GL Balance How can you fix this? 1. Write off the old documents. Or… 2. Write your own ageing report that includes in the last bucket any document older than the starting date."

"If your ageing report for a customer does not match the customer balance, use the Document Inquiry listing. Only open documents for that customer. It will show older than 999 day old invoices."

"AR GL Balance Second, look at your ageing buckets in setup. If your last bucket says “include invoices through 999 days,” check to see if any accounts have open items older than 999 days."

"AR GL Balance not matching the AR Customer Trial Balance? First, run “checklinks” and then reconcile against Receivables to make sure all the tables are ok. see abive for next step!"

"Want to prevent GE's to Subsidiary Ledgers? To set this up: • Go to Cards > Financial > Account. • Select the General Ledger account. • Click off the Allow Account Entry setting. • Save the record."