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GP Top Featues
General Ledger
• Use the Correct Journal Entry Screen
to fix an errant entry
• Use the Correct Journal Entry Screen
to duplicate a good entry
• Use a Smartlist to check your Posting
Types prior to year end
• Reconcile the bank account daily
iSIGHT 2008
Sales
• Stock Status for balancing regardless
of your Inventory method.
• Use comments without ID's
• Map It!
• Review your customer terms
iSIGHT 2008
System
• Make sure that security is really on
• Get help on a field
• Delete Auto Fill errors
• Schedule backups from within GP
iSIGHT 2008
Tips by Version
Prepayments
Track Prepayments
Create Checks
Track the Accounting
SQL Server 2SQL Server 1
SQL Server
Multi-Tenancy
DYNAMICS1
Company A
Microsoft Dynamics GP 2013
DYNAMICS2
DYNAMICS DYNAMICS
Company A Company B
Company B
Microsoft Dynamics GP 2010
Multi-Select Serial Numbers
Save Time
Be More Productive
Document Attach
CleanerAttachments
Select Printer at Time of Print
Find money with Cash Flow tools in Microsoft Dynamics GP
Dynamics GP 2013
Document Attach 2.0
Document Attach 3.0
Email based on Document Type
Ribbons on Desktop
Freshen desktop
client UI
Include ribbons
on all forms
Specified by User
Checkbook ID’s on Cash Receipt
Fixed Assets Default Asset ID from Asset Class
Reverse GL Year End Close
Assign Item to Multiple Sites
Default Sort Order for Checks
Copy and Paste to GL
Print Remaining Docs for E-Mail
Take Company Offline
Payroll Check Date Sort
Vendor Combiner & Modifier
Reconcile Bank w/o Marking Transaction
Gain reporting room by double-clicking SmartList headers
Dynamics GP 2015Rethinking how software works
• Copy home page settings and content to other users
• Copy area
page settings
to other users
Copy home page and area page
• Log into
Microsoft
Dynamics GP
web client
using
organizational
account
credentials
(Azure
account) or
Windows
account
Web client identity management
• New
navigation list
for
management
report reports
• Open
management
report reports
from within
Microsoft
Dynamics GP
Navigation to management reporter
Understand inventory movement with Reason Codes
• Able to view intercompany
transactions with the
intercompany journal entry
inquiry
• When void intercompany
transactions will create void
entries in all companies
Intercompany enhancements
• Project
employee
expense report
and project
timesheet entry
replace all of
the functionality
of both
business portal
T&E and PDK
Project employee expense report
• An employee
can view or print
their paystubs
from the
paystubs
navigation list
Employee paystubs
• Navigation list for
HRP workflow
approvers
• Displays all
workflow tasks
assigned to user
for HRP
workflows
• Complete
workflow actions
across
active workflows
Human resources and payroll approval nav list
• Due date option using
transaction date
• Add days to due date
• Additional due options
• Additional discount options
• Options: next month,
months, month/fay and
annual
Payment terms additions
• Email historical
payables
remittances
• Edit email for
historical
receivables
statements
• Edit email for
historical sales
documents
• Edit email for
historical purchase
orders
Edit email for historical documents
Control purchasing
with new Requisition
features
Dynamics GP 2016
Numbers exported from Excel will be formatted as a number, not text
Export numbers to Excel formatted as Numbers
New part on Home Page to display Power BI Reports
View all related sales documents for a single transaction in one window
Accessible from Customer Maintenance, many sales inquiry windows, navigation lists and the home page
Prepayment amount on purchase orders can now include Taxes, Freight and Miscellaneous
Entire PO amount can be included in the prepayment
Use the Document Attachment feature in PTE Employee Expenses and Employee Expense Entry
Header and line attachments such as receipts can now be added to an employee expense
Attachments will flow from PTE to Project Accounting to Payables
Project Number and Cost Category ID fields available in Purchase Requisition Entry window
Requisitions with project and cost category can still go through workflow process
Project and cost category will flow to Purchase Order
When importing a budget from Excel, an exception report will print displaying accounts that aren’t setup in Dynamics GP
Budget Import Exception Report
Option for a computer check batch to be paid by credit card
The credit card payment will create an invoice for the credit card vendor
A remittance form will print to show the invoices paid
Payables credit card payment
• Two new options for what happens when step conditions are not met:• Continue to next step
• Reject
• Email notifications can be sent to the new approver for: Delegation
Escalation
Alternate Approval
Workflow Batch Approvals now have a default Word template for the edit list for• General Ledger Batches
• Payables Batches
• Receivables Batches
Can be emailed to approver for complete information before approving
When using the Scan functionality in Document Attachment, multiple pages can now be scanned
Document feeder option
Formatted as .tiff files
Support named user licensing for the Self Service User Type
Ability to define end points for the service
View GP data with any tool that supports OData feeds
OData Service
HTML Web Client