Dynamics GP Tips and Tricks. Ben Atkinson, Consultant Jeff Smith, Senior Client Success Manager
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1 Dynamics GP Tips and Tricks Ben Atkinson, Consultant Jeff Smith, Senior Client Success Manager
2 Session Objectives Provide you with tips and tricks to help you maximize the value you get from your investment in Dynamics GP Better information Streamlined processes
3 Agenda Tips and Tricks Reporting and Inquiries System Financial Distribution
4 Reporting and Inquiries Create/Modify Smartlists from Smartlist Designer SQL Server Reporting Services and Excel Reports Analysis Cubes for Excel Power BI
5 Reporting and Inquiries Create/Modify Smartlists from Smartlist Designer Create your own custom Smartist Combine GP tables Use custom SQL view
6 Reporting and Inquiries Create/Modify Smartlists from Smartlist Designer
7 Reporting and Inquiries SQL Server Reporting Services and Excel Reports Over 250 SSRS and Excel Reports delivered out of the box with Dynamics GP SSRS and Excel reports are available via Navigation lists SSRS Reports are available via Dynamics GP and web browser SSRS Reports are available to publish using Business Analyzer Excel Reports leverage Office 365 for flexible access
8 Reporting and Inquiries Navigation Lists
9 Reporting and Inquiries Analysis Cubes for Excel Excel delivery of Dynamics GP data Dashboards and pivot table reporting
10 Reporting and Inquiries Excel Reports and Analysis Cubes for Excel
11 Reporting and Inquiries Power BI Access data from multiple sources Available Socius pre-built analytics using Dynamics GP data Microsoft Content Pack available with next release Cloud-based Supplies multiple browsers (Internet Explorer, Chrome, Safari, Edge) Supports multiple devises (Windows, ipad/iphone, Android) Interactive Drill-downs
12 Reporting and Inquiries Power BI
13 System Web Client Document Attachment Workflow Professional Service Tools Integration Manager Copy
14 System Web Client Redesigned using HTML5 Perfect for self-service users Supports multiple browsers (Internet Explorer, Chrome, Safari, Edge) Supports multiple devises (Windows, ipad, Android) Ability to search for a window or report
15 System Web Client
16 System Document Attach Multiple documents Documents can be included in workflow approval Documents imbedded in SQL database
17 System Document Attach Multiple documents Documents can be included in workflow approval Documents imbedded in SQL database
18 System Document Attach
19 GP 2013R2 Purchase Order Purchase Requisitions Payroll Timecards Project Timesheets System Workflow
20 GP 2015 General Ledger Batch Receivables Batch Payables Batch Vendor Approval Employee Profile Employee Skills Direct Deposit W4 Project Expense System Workflow
21 System Workflow GP 2015R2 Payables Transactions Workflow Document Attachments
22 System Workflow GP 2016 Word Templates for Batch Approvals Conditions Editor Workflow Reassignment
23 System Workflow
24 System Workflow
25 System Workflow
26 System Workflow
27 System Workflow
28 System Workflow
29 System Workflow
30 System PSTL Suite of tools available to add functionality to Dynamics GP Free with Dynamics GP licensing Example: Modify master record ID s and names (Accounts, Items, Assets)
31 System PSTL
32 System Integration Manager Copy Create copies of existing maps Easily transfer maps from test to production
33 System Integration Manager Copy
34 Financials Excel Copy/Paste Journal Entries Vendor/Customer Modifier and Combiner Default Posting Accounts Posting Journals Reprint Deposit Cash Receipt Batches Automatically General Ledger Year-End Options Enhanced Payroll Posting Accounts Setup Credit Card Payment Option Track Use Tax
35 Financials Excel Copy/Paste Journal Entries Copy journal entries developed in Excel into General Ledger General Transaction Entry Saves time when creating journal entries
36 Financials Excel Copy/Paste Journal Entries
37 Financials Vendor/Customer Modifier and Combiner Change and combine Vendor ID s Change and combine Customer ID s Eliminates duplicates Allows changes to build consistency Updates historical records
38 Financials Vendor/Customer Modifier and Combiner
39 Financials Default Posting Accounts Project Accounting Contract, Project, Cost Category, Posting Accounts Setup Payables Management Vendor, Posting Accounts Setup Receivables Management Customer, Posting Accounts Setup Inventory Item, Posting Accounts Setup
40 Financials Reprint Posting Journals Sales Order Processing Item, Customer, Posting Accounts Setup Purchase Order Processing Item, Vendor, Posting Accounts Setup
41 Financials Default Posting Accounts
42 Financials Reprint Posting Journals Sales Purchasing Inventory
43 Financials Reprint Posting Journals
44 Company Setup Financials Deposit Cash Receipts Batches Automatically Single deposit created when cash receipt batch posted
45 Financials Deposit Cash Receipts Batches Automatically
46 Financials General Ledger Year- End Options Post to History Reverse Historical Year Year-End Progress Bar
47 Financials General Ledger Year- End Options
48 New feature in GP 2016 Financials Enhanced Payroll Posting Accounts Setup Easier, more streamlined method to assign GL posting accounts for Payroll
49 Financials Enhanced Payroll Posting Accounts Setup
50 Financials Credit Card Payment Option Add Credit Card as a payment method to the Computer Check Batch Run invoices through process that are to be paid by credit card
51 Financials Credit Card Payment Option
52 Financials Track Use Tax Use Tax is the tax that the customer pays because the vendor doesn t collect the sales tax from the customer at the time of sale. Most of the time, this is because a product is purchased out of state and shipped to the customer.
53 Financials Track Use Tax
54 Sales All-In-One View Purchasing All-In-One View Fixed Asset Purchase Order Link Distribution
55 Distribution Sales All-In-One View Available in several places: Customer Maintenance, Customer Inquiries, Navigation Lists Ties Quotes, Orders, Invoices, Cash Receipts, and Credits/Returns together
56 Distribution Sales All-In One View
57 Distribution Purchasing All-In-One View Available in several places: Vendor Maintenance, Vendor Inquiries, Navigation Lists Ties Purchase Orders, Receipts, Invoices, Payments, and Returns together
58 Distribution Purchasing All-In- One View
59 Distribution Fixed Asset Purchase Order Link Integrates asset purchases through the Purchase Order Processing module and the Fixed Asset Management module
60 Distribution Fixed Asset Purchase Order Link
61 Your Turn Share Your Tips
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