You can reduce the number of keystrokes made during an entry by using the macro functionality within Dynamics GP.

A macro is a recording of each keystroke and click you make during a process that can later be played. During the play of the macro, each keystroke is recreated just as it was recorded.

Below I’ve outlined the steps for recording a Bank Transfer macro. Many companies manually enter several bank transfers in their daily process. The macro will record the clicks and keystrokes up to a certain point, and will then allow the user to enter any additional information prior to posting.

 To begin go to Microsoft Dynamics GP>Tools>Macro>Record

Once you’ve selected ‘Record’, you will be prompted to name the macro and set the location. You may find it helpful to have a ‘Macro’ folder on your server available to GP users. The file extension should be .mac.

The next step is to go through the process of entering your Bank Transfer. As the date will change and the amounts may change, you will want to stop just short of clicking on the ‘Post’ button as shown below:

Stop the macro by going to Microsoft Dynamics GP>Tools>Macro>Stop Record:

To play the macro go to Microsoft Dynamics GP>Tools>Macro>Play…then select the macro from the saved file location. As another time-saver the macro can be saved as a shortcut or Quicklink on your home page.