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MAXIMIZING YOUR INVESTMENT WITH MICROSOFT
DYNAMICS GPDYNAMICS GP
March 29, 2017
Buu-Linh Tran, ManagerTroy Minor, Senior ConsultantJeremy Taro, Account Executive
Helping Great Organizations Thrivewww.raffa.com P: 202.822.5000 F: 202.822.0669
TODAY’S AGENDA
Introduction & Agenda Introduction & Agenda
Overview of the Key Enhancements with GP2016
Software Presentation – Efficiency at your fingertips
Product Roadmap
Questions
Page 1
MUTUAL INTRODUCTIONS
INTRODUCTIONS
YOUR ORGANIZATION• YOUR ORGANIZATION
• SIZE OF ORGANIZATION
• CURRENT ACCOUNTING SYSTEM(S) & VERSION
• CHALLENGES?
Page 2
RAFFA OVERVIEW
Raffa is nationally recognized with access to all the resources ofthe largest international firms. We contribute to our clients’abilities to achieve their missions and deliver promises to theworld
LARGE ACCOUNTING, CONSULTING & TECHNOLOGY CONSULTING FIRM
• Serve thousands of clients in DC/MD/VA
world.
WIDE RANGE OF SERVICES• Technology Solutions
• ERP & Accounting Systems• 300+ specialists on staff at all levels• Support over 250 Financial System Clients• Certified System Consultants, Certified Project
Management Professionals, Business Process Consultants
ERP & Accounting Systems• Business Intelligence• Software Development• Managed IT Services & Cloud Hosting• CIO & Advisory Services
• Audit and TaxConsultants
33 YEARS SERVING THE NON PROFIT COMMUNITY 17 PARTNERS, INCLUDING 11 WOMEN PARTNERS WOMEN-OWNED FIRM MULTI CULTURAL WITH DIVERSITY AT ALL LEVELS
Audit and Tax• Managed Accounting• HR Consulting• Business Advisory• Forensics and Litigation Support
MULTI-CULTURAL WITH DIVERSITY AT ALL LEVELS PRIMEGLOBAL ALLIANCE MEMBER
• Employee Benefit Plans• Search and Transition Services
NATIONALLY RECOGNIZED
Page 3
• Top 100 Largest Accounting Firms• Top 100 ERP VAR (Bob Scott & Accounting Today)• Top 100 and Fastest Growing Value Added Reseller
KEY ENHANCEMENTS
W b li t Web client Multiple Document Attachments Reconcile to General Ledger Intercompany Processing E-mailing Accounts Receivable/Accounts Payable documents Electronic Funds Transfer Electronic Funds Transfer Electronic Reconciliation Workflow Automation Management Reporter Integration Analytical Accounting Power BI (Business Intelligence)
Page 4
( g )
WEB CLIENT
Provides web based accessibility for user access (instead of RDP Provides web based accessibility for user access (instead of RDP or Citrix)
Easy to Access via an internet connection
June 2016 HTML 5 (browser independence)
All Primary GP accounting functions are accessible via web client
Page 5
MULTIPLE DOCUMENT ATTACHMENTS
Page 6
RECONCILE TO GENERAL LEDGER
Page 7
INTERCOMPANY PROCESSING
Page 8
EMAILING ACCOUNTS RECEIVABLE DOCUMENTS
Page 9
EMAILING ACCOUNTS PAYABLE DOCUMENTS
Page 10
ELECTRONIC FUNDS TRANSFER
Page 11
ELECTRONIC RECONCILIATION
Page 12
WORKFLOW FUNCTIONALITIES
Supports multiple approvers based on steps including $ level approver Alternative approver(s) Delegation
Page 13
Delegation Escalation
MANAGEMENT REPORTER INTEGRATION
Page 14
ANALYTICAL ACCOUNTING
Page 15
INTEGRATION WITH POWER BI
Page 16
GP2016 R2 RELEASED OCTOBER 2016
PowerBI in web client home page Make smartlist designer smartlist available in advanced lookups Smartlist favorite protectionp Show user name in message “batch is being edited by another user” Intercompany bank transfers GL distribution line to open expanded
Page 17
Buu-Linh Tran – Managerbtran@raffa.com301.279.6511
Troy Minor – Senior Consultanttminor@raffa.com301.279.6507
Jeremy Taro Account Executive
H l i G t O i ti Th i
Jeremy Taro – Account Executivejtaro@raffa.com301.279.6504
Helping Great Organizations Thrive
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