Dynamics GP Data Cleanup Tips for Businesses During Lockdown

The past few weeks have been a unique time for reflection and adjustment. Like many, I have enjoyed spending more time with my family while balancing the realities of running a business. Travelling between Vancouver and Winnipeg was hectic, and lockdown reminded me of the importance of work-life balance.

The pandemic also slowed down project work for many companies, including ours. Instead of waiting, I decided it was the perfect time to work on my business rather than in my business. At BHC Group, we’ve been refreshing our brand, building a new website, and planning for growth in both Vancouver and Winnipeg.

For many organizations, this is also a great time to tackle housekeeping tasks in your ERP system. In particular, Dynamics GP data cleanup can improve efficiency, reduce errors, and prepare your company for future growth. Here are three practical steps to get started.

1. Clean Up Your Master Records

Start by reviewing your Chart of Accounts, vendor lists, and customer lists. If you’re using Dynamics GP, the Professional Services Tools Library (PSTL) can help merge duplicate IDs.

For example, you may have vendor IDs like BCHYDRO, BHYDRO, and HYDRO. Using PSTL, you can merge them into a single vendor record, consolidating all historical data. This ensures consistency and better reporting. Always test changes in a backup database before applying them in your live system.

2. Implement EFT for Payables Management

Electronic Funds Transfer (EFT) is valuable in normal times and essential in a remote working environment. With EFT for Payables Management in Dynamics GP, you can generate a payment file for your bank, reducing or eliminating the need for printed checks and manual signatures.

Vendor remittances can be emailed automatically, saving time and reducing risks associated with handling paper. After a short training session, your team can configure EFT and start processing payments.

Learn more from Microsoft about Dynamics GP EFT setup.

3. Implement Workflow Automation

Dynamics GP offers multiple workflow options depending on your version. You can set up approval processes for GL accounts, vendor approvals, purchase orders, and more.

For example, once a purchase order is approved, GP can automatically email it to the vendor using a pre-defined template. This saves time, improves accuracy, and ensures better process control.

Why Dynamics GP Data Cleanup Matters

At BHC Group, we’ve worked remotely since 2018, so helping clients adapt to digital processes is nothing new. By focusing on Dynamics GP data cleanup, EFT, and workflow automation, you can increase efficiency and prepare your business for the future.

We’re here to help with checklists, training, and support. For more on optimizing ERP systems, read our blog on ERP implementation best practices.

In the meantime, stay healthy and safe—we’ll get through this together.