Dynamics GP Tips and Tricks. Ben Atkinson, Consultant Jeff Smith, Senior Client Success Manager

Size: px
Start display at page:

Download "Dynamics GP Tips and Tricks. Ben Atkinson, Consultant Jeff Smith, Senior Client Success Manager"

Transcription

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

RG Connect 2016 Microsoft Dynamics GP Tips and Tricks May 13, 2016

RG Connect 2016 Microsoft Dynamics GP Tips and Tricks May 13, 2016 RG Connect 2016 Microsoft Dynamics GP Tips and Tricks May 13, 2016 Prepared by Tim Tobias, Carol Livingston, Kayla Schilling, Steve Payne, Elizabeth Bender 600 SW 39 th Street, Suite 250 Renton, WA 98057

More information

Sales. Stock Status for balancing regardless of your Inventory method. Use comments without ID's Map It! Review your customer terms

Sales. Stock Status for balancing regardless of your Inventory method. Use comments without ID's Map It! Review your customer terms 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

More information

Microsoft Dynamics Vision You

Microsoft Dynamics Vision You Microsoft Dynamics Vision You Connected Everywhere All The Time The World has Changed Why? 1/3 of Developed Applications will be Mobile 70% of CIO s will adopt a cloud strategy User experiences drive business

More information

Planning for your Microsoft Dynamics GP Year End. December 8, 2016

Planning for your Microsoft Dynamics GP Year End. December 8, 2016 Planning for your Microsoft Dynamics GP Year End December 8, 2016 2 Housekeeping Items GoToWebinar Dashboard 3 k-ecommerce - First 3 months of hosting charges free through 12/16 Look for the 2017 GP Webinar

More information

CHOOSING THE RIGHT REPORTING TOOL

CHOOSING THE RIGHT REPORTING TOOL CHOOSING THE RIGHT REPORTING TOOL Jeff Smith, Socius MEMBERSHIP HAS ITS BENEFITS @GPUG 1 SESSION OBJECTIVES Help your organization get the maximum return on investment in Microsoft Dynamics GP by making

More information

Microsoft Dynamics GP What s New

Microsoft Dynamics GP What s New Microsoft Dynamics GP What s New GP 2018 Copyright Trademarks Copyright 2017 Microsoft Corporation. All rights reserved. This document is provided as-is. Information and views expressed in this document,

More information

Quick to implement, simple to use business solution from Microsoft with the power to support your business ambitions

Quick to implement, simple to use business solution from Microsoft with the power to support your business ambitions Agenda Quick to implement, simple to use business solution from Microsoft with the power to support your business ambitions New design in core with workflow Order items and goods Combine requisitions

More information

The need for optimization: Getting the most from Microsoft Dynamics GP

The need for optimization: Getting the most from Microsoft Dynamics GP The need for optimization: Getting the most from Microsoft Dynamics GP Prepared by: Hans Wulczyn, Director, RSM US LLP hans.wulczyn@rsmus.com, +1 717 901 8413 July 2017 Microsoft Dynamics GP is a powerful,

More information

Bill and Ed s Excellent Microsoft Adventure: Why Upgrade to Dynamics GP July 17, 2018

Bill and Ed s Excellent Microsoft Adventure: Why Upgrade to Dynamics GP July 17, 2018 Bill and Ed s Excellent Microsoft Adventure: Why Upgrade to Dynamics GP 2018 July 17, 2018 Housekeeping X GoTo Close any programs that are running on your computer (other than GoToWebinar) Use one monitor

More information

Microsoft Dynamics GP What s New

Microsoft Dynamics GP What s New Microsoft Dynamics GP 2015 What s New Copyright Copyright 2015 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

Microsoft Dynamics GP What s New

Microsoft Dynamics GP What s New Microsoft Dynamics GP 2015 What s New Copyright Copyright 2014 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

CHAPTER 10 ACQUISITION AND PAYMENTS

CHAPTER 10 ACQUISITION AND PAYMENTS CHAPTER 10 ACQUISITION AND PAYMENTS In Chapter 9, your students set up a merchandising business and entered vendors and inventory items. In Chapter 10, they acquire inventory (make purchases) and make

More information

RG Connect 2017 Microsoft Dynamics GP Tips and Tricks May Prepared by Valerie Huffman and Sheri Carney

RG Connect 2017 Microsoft Dynamics GP Tips and Tricks May Prepared by Valerie Huffman and Sheri Carney RG Connect 2017 Microsoft Dynamics GP Tips and Tricks May.11.2017 Prepared by Valerie Huffman and Sheri Carney 600 SW 39 th Street, Suite 250 Renton, WA 98057 425.277.4760 www.resgroup.com Contents GLOBAL

More information

Microsoft Dynamics GP Roadmap

Microsoft Dynamics GP Roadmap Microsoft Dynamics GP Roadmap 2012 2013 2014 (H1) 2014 (H2) 2015 H1 2016 H1 2016 + GP 2013 GP 2013 SP1/2 GP 2013 R2 GP 2015 GP 2015 R2 GP 2015 R3 Web Client Functionality Management Tools Hosting Business

More information

Find out the answers to the 9 most frequently asked questions about multi-company, which is available only in ajeracomplete.

Find out the answers to the 9 most frequently asked questions about multi-company, which is available only in ajeracomplete. Quick reference? Just the FAQs about multi-company in ajeracomplete Find out the answers to the 9 most frequently asked questions about multi-company, which is available only in ajeracomplete. Contents

More information

Keys to Planning Your Microsoft Dynamics SL 2018 Upgrade. Session 512 Kevin Kueny

Keys to Planning Your Microsoft Dynamics SL 2018 Upgrade. Session 512 Kevin Kueny Keys to Planning Your Microsoft Dynamics SL 2018 Upgrade Session 512 Kevin Kueny Agenda SL 2018 Theme & Release cycle Power BI Power Apps Flow Web Apps Early list of rich client features Available Now!

More information

Sage What s New. December 2017

Sage What s New. December 2017 Sage 100 2018 What s New December 2017 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage

More information

CALENDAR & FISCAL YEAR END CLOSING PROCEDURES

CALENDAR & FISCAL YEAR END CLOSING PROCEDURES CALENDAR & FISCAL YEAR END CLOSING PROCEDURES MICROSOFT DYNAMICS GP RELEASES GP 2013, GP 2015 and GP 2016 Date: 11/30/17 Page 1 CONTENTS CALENDAR & FISCAL YEAR END CLOSING PROCEDURES... 1 General Tips

More information

Sage What s New. June 2018

Sage What s New. June 2018 Sage 100 2018 What s New June 2018 2018 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group

More information

Sage What s New. March 2018

Sage What s New. March 2018 Sage 100 2018 What s New March 2018 2018 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group

More information

Microsoft Dynamics GP 2013 Fixed Assets Enhancements

Microsoft Dynamics GP 2013 Fixed Assets Enhancements Historical Depreciation Fixed Assets Company Setup and Reset Process The Reset History in Detail checkbox is now available in the Fixed Assets Company Setup window. When this box is marked: Fixed Assets

More information

STOP THE MADNESS - HOW TO BALANCE TO THE GL

STOP THE MADNESS - HOW TO BALANCE TO THE GL STOP THE MADNESS - HOW TO BALANCE TO THE GL Amber J. Bell MEMBERSHIP HAS ITS BENEFITS AMBER J. BELL Training Dynamo www.trainingdynamo.com GPUG Member for 3 Years Favorite benefit: The Open Forum A little

More information

Get Started With Dynamics GP Workflow. CAL Business Solutions Presenter: Stacey Poll Senior Implementation/Training Advisor

Get Started With Dynamics GP Workflow. CAL Business Solutions Presenter: Stacey Poll Senior Implementation/Training Advisor Get Started With Dynamics GP Workflow CAL Business Solutions Presenter: Stacey Poll Senior Implementation/Training Advisor Today s Objectives Overview of Setup for Workflow Understand Workflow Options

More information

AIMS Version 6.3. Feature presentation

AIMS Version 6.3. Feature presentation AIMS Version 6.3 Feature presentation AIMS System 6.3 Standard overlay forms all forms are laser ready with your logo New E-Commerce module on-line ordering from your web page Dashboard rewrite of company

More information

MICROSOFT DYNAMICS GP

MICROSOFT DYNAMICS GP Agnieszka Parent / Lisa Pallasch 11 June 2013 System SmartLists Financials Fixed Assets Purchasing Sales Inventory Canadian Payroll 2 System: Quick Links F1 Printable Manuals Right Click Functionality

More information

Dynamics GP User Group. December 14, 2017

Dynamics GP User Group. December 14, 2017 Dynamics GP User Group December 14, 2017 Agenda 2 Welcome ThoughtSpot Year-End Update and Close What s New GP 2018 Dynamics GP Year-End Update and Close Agenda 4 Year-End Update Inventory Control Receivables

More information

MICROSOFT DYNAMICS GP RELEASES GP 2013, GP 2015, GP 2016, AND GP 2018

MICROSOFT DYNAMICS GP RELEASES GP 2013, GP 2015, GP 2016, AND GP 2018 MICROSOFT DYNAMICS GP RELEASES GP 2013, GP 2015, GP 2016, AND GP 2018 Table of Contents Page 2 Contents GENERAL TIPS AND REMINDERS... 1 Backups... 1 Timing... 1 History... 2 File maintenance (Optional)...

More information

Caron Business Solutions Course Catalogue

Caron Business Solutions Course Catalogue Course Catalogue Inc. Table of Contents Table of Contents Introduction... 3 Our Learning Path... 3 Getting Started Series... 3 Getting the Most Series... 4 Refresher Series... 4 Extending Your Knowledge

More information

Sage HRMS/Payroll (V2014) vs Microsoft Dynamics GP-HR/PR (V2013): A comparison By Lisa Simpson

Sage HRMS/Payroll (V2014) vs Microsoft Dynamics GP-HR/PR (V2013): A comparison By Lisa Simpson Sage HRMS/Payroll (V2014) vs Microsoft Dynamics GP-HR/PR (V2013): A comparison By Lisa Simpson 5272 S. LEWIS, SUITE 100 TULSA, OK 74105 918.496.1600 TOLL FREE: 877.496.1600 I ve worked for years with Microsoft

More information

Harmonize it Microsoft Dynamics NAV 2017

Harmonize it Microsoft Dynamics NAV 2017 Harmonize it Microsoft Dynamics NAV 2017 The purpose of this slide deck is to bring you the product highlights related to the release of Dynamics NAV 2017 Agenda 1. Two Worlds Together 2. Enhance The Core

More information

Sanjay Srinivas PH:

Sanjay Srinivas PH: Microsoft Dynamics AX 2012 Training course Content [Financials I, II, and Fixed Assets] Financials I Financials I course introduces the student to the Microsoft Dynamics AX 2012 General Ledger Accounting

More information

Credit Card Invoices and Purchase Transfers

Credit Card Invoices and Purchase Transfers Credit Card Invoices and Purchase Transfers There are two different types of transfers, Purchase Transfer and Invoice Transfer. However, the credit card vendor must first be identified as a Credit Card

More information

Microsoft MVP, Business Applications Dynamics GP Practice me!

Microsoft MVP, Business Applications Dynamics GP Practice  me! Microsoft MVP, Business Applications Dynamics GP Practice Lead @ShawnMDorward Email me! Shawn.Dorward@InterdynArtis.com Long Time Dynamics GP User and GPUG FAN! Almost 20 Years of Accounting and GP experience

More information

Sage What s New. September 2018

Sage What s New. September 2018 Sage 100 2018 What s New September 2018 2018 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage

More information

v10.5 Enhancements List

v10.5 Enhancements List General System Changes Business Rules The Options & Interfaces functionality from each application has been moved to a centralized System Manager function called Business Rules. Forms Control You can now

More information

TRAVERSE Food Processing & Distribution from Open Systems, Inc. is the perfect solution for large/growing manufacturers

TRAVERSE Food Processing & Distribution from Open Systems, Inc. is the perfect solution for large/growing manufacturers TRAVERSE Food Processing & Distribution from Open Systems, Inc. is the perfect solution for large/growing manufacturers Food Processing and Distribution Solution The TRAVERSE Food Processing and Distribution

More information

Sage What s New. November 2018

Sage What s New. November 2018 Sage 100 2018 What s New November 2018 2018 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage

More information

LICENSE COMPARISON CHART FOR SAP BUSINESS ONE USER TYPES

LICENSE COMPARISON CHART FOR SAP BUSINESS ONE USER TYPES LICENSE COMPARISON CHART FOR SAP BUSINESS ONE USER TYPES Module Functionality Professional $3,154 Limited CRM $1,666 Limited Limited Financials Logistics $1,666 $1,666 Administration Create New Company

More information

Aviation Specialties Unlimited 1. Contract (Fixed Price Contract)

Aviation Specialties Unlimited 1. Contract (Fixed Price Contract) Aviation Specialties Unlimited 1. Contract (Fixed Price Contract) Overview Key Setup Setup Customer Setup Quote Create Sales Order Setup Contract (Project) Setup Advance Billing (Deposit) Acquire Inventory

More information

Sage 100 ERP 2015 What s New

Sage 100 ERP 2015 What s New Sage 100 ERP 2015 What s New Global Enhancements Migration Changes If you are converting data for a company using the Purchase Order module, a message appears asking if you want to retain purchase order

More information

Finance Module Best Practices Dynamics GP. Speaker Name: McDowell, VanJura, Eichner GPUG

Finance Module Best Practices Dynamics GP. Speaker Name: McDowell, VanJura, Eichner GPUG Finance Module Best Practices Dynamics GP Speaker Name: McDowell, VanJura, Eichner GPUG Mike McDowell Experience COO, Mekorma Software CFO for 15 years 12 years working with Dynamics GP Believes in: Working

More information

Sage What s New

Sage What s New Sage 100 2015.5 What s New 2016 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group plc

More information

transactions, 298 transfers, 237 vendors, 223 entering bills, 174 payments, 201 addresses, Company Information,

transactions, 298 transfers, 237 vendors, 223 entering bills, 174 payments, 201 addresses, Company Information, index A accepting credit cards, 358-359 license agreements, 27 access files, 369 firewalls, 23 Access importing, 49 integration, 3, 363-365 accountant reviews, 306-307 files creating journal entries, 316

More information

GP 2013 What s New Overview

GP 2013 What s New Overview GP 2013 What s New Overview Amber J. Bell Training and Implementation Specialist CAL Business Solutions Inc. Microsoft Dynamics GP Partner 860.485.0910 ext. 112 amberb@calszone.com Agenda System Home page

More information

What 's new in Sage 300 ERP 2012 [V.6.1]?

What 's new in Sage 300 ERP 2012 [V.6.1]? -1- What 's new in Sage 300 ERP 2012 [V.6.1]? System Manager Multi-company License open multiple company databases from the Sage 300 ERP Desktop or from the portal. (Same user login on the same machine,

More information

License comparison chart for SAP Business One

License comparison chart for SAP Business One PUBLIC License comparison chart for SAP Business One Starter Package Edition Professional Edition Module Functionality Starter Package User Professional Limited Limited (CRM) (Logistics) Limited (Financials)

More information

Course 80534A Finance Essentials in Microsoft Dynamics NAV 2013

Course 80534A Finance Essentials in Microsoft Dynamics NAV 2013 Course 80534A Finance Essentials in Microsoft Dynamics NAV 2013 Duration: 2 days ILT About this Course This two-day course provides students with the tools to set up the financial management application

More information

wherever you are there will be a cloud to tell you Full-Fledged Accounts Receivable Total Solution Software AVAILABLE ON DISC

wherever you are there will be a cloud to tell you   Full-Fledged Accounts Receivable Total Solution Software AVAILABLE ON DISC wherever you are there will be a cloud to tell you www.ecnetwolke.com AVAILABLE ON DISC ON CLOUD Full-Fledged Accounts Receivable Total Solution Software p.02 mysales p.05 functionalities p.08 main features

More information

Sage What's new

Sage What's new Sage 300 2017 What's new This is a publication of Sage Software, Inc. Copyright 2016. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein

More information

Financial Edge Distance Learning

Financial Edge Distance Learning With this popular option, a Blackbaud instructor will help you perfect your software skills in a live, interactive group setting. It s convenient all you need is a web browser, a PC headset, and a few

More information

Sage What's new. March 2017

Sage What's new. March 2017 Sage 300 2017 What's new March 2017 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned

More information

Sage What's new. March 2017

Sage What's new. March 2017 Sage 300 2017 What's new March 2017 This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned

More information

You can easily view comparative data and drill through for transaction details.

You can easily view comparative data and drill through for transaction details. analyzing financial and operational information (such as number of sales reps, occupancy rates or cycle time), giving you a very powerful business management tool that leverages your financial data. You

More information

Microsoft Dynamics 365 Business Central THE INTELLIGENT EDGE!

Microsoft Dynamics 365 Business Central THE INTELLIGENT EDGE! Microsoft Dynamics 365 Business Central THE INTELLIGENT EDGE! Presenters: James Meyer and Tom Jablonski Today s Agenda What is Dynamics 365 Business Central? How is It Licensed? Product Demonstration Q

More information

What s New - Sage Accpac Extended Enterprise Suite

What s New - Sage Accpac Extended Enterprise Suite What s New - Sage Accpac Extended Enterprise Suite The Sage Accpac Extended Enterprise Suite lets you see your vital Sage Accpac data right from within the SageCRM application, giving you a complete picture

More information

LICENSE BREAKDOWN SAP BUSINESS ONE v9.2

LICENSE BREAKDOWN SAP BUSINESS ONE v9.2 DATA SHEET LICENSE BREAKDOWN SAP BUSINESS ONE v9.2 LICENSE BREAKDOWN SAP BUSINESS ONE v9.2 SAP Business One is based on a named user licensing model, in which each license is granted to a specific user

More information

BillQuick Peachtree Integration

BillQuick Peachtree Integration Time Billing and Business Management Software Built With Your Industry Knowledge BillQuickPeachtree Integration Integration Guide BQE Software, Inc. 2601 Airport Drive Suite 380 Torrance CA 90505 Support:

More information

ENHANCEMENTS. Microsoft Dynamics GP 10.0 Connecting personal productivity and business processes

ENHANCEMENTS. Microsoft Dynamics GP 10.0 Connecting personal productivity and business processes ENHANCEMENTS Microsoft Dynamics GP 10.0 Connecting personal productivity and business processes Microsoft Dynamics GP 10.0 Delivering the enhancements you asked for What you asked for in Microsoft Dynamics

More information

Sage 300 ERP Sage CRM 7.1 Integration Upgrade Guide

Sage 300 ERP Sage CRM 7.1 Integration Upgrade Guide Sage 300 ERP 2012 Sage CRM 7.1 Integration Upgrade Guide This is a publication of Sage Software, Inc. Version 2012 Copyright 2012. Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the

More information

Activant Prophet 21. Perfecting Your Month and Year End Closing Routines

Activant Prophet 21. Perfecting Your Month and Year End Closing Routines Activant Prophet 21 Perfecting Your Month and Year End Closing Routines This class is designed for System Administrators Operation Managers Accounting Managers Objectives Suggested month end and year end

More information

GeorgiaFIRST Financials Production Update WebEx

GeorgiaFIRST Financials Production Update WebEx GeorgiaFIRST Financials Production Update WebEx Tuesday, November 14, 2017 10:00am- 11:30am Agenda Annual Oracle Maintenance Release 5.30 Release Schedule FPLAY Database Refresh Supported Browsers User

More information

Once you have completed this topic, you will be able to create and verify opening balances for Business Partners.

Once you have completed this topic, you will be able to create and verify opening balances for Business Partners. 1. SAP BUSINESS ONE FINANCIALS SAP Business One Accounting Overview This course will give you an overview of the accounting features in SAP Business One. Start Using Financials Navigate the chart of accounts

More information

Professional Services. Tools Library

Professional Services. Tools Library Professional Services Tools Library Change Critical Data Faster and Easier with Microsoft Dynamics Professional Toolkit Library This powerful suite of service tools can help you consolidate and change

More information

George Rios, Senior Dynamics GP Consultant Mike Zapp, Senior Dynamics GP Consultant

George Rios, Senior Dynamics GP Consultant Mike Zapp, Senior Dynamics GP Consultant George Rios, Senior Dynamics GP Consultant Mike Zapp, Senior Dynamics GP Consultant Copyright 2012-2014 Bond Consulting Services.All Rights Reserved. Which modules need to be closed? Inventory Accounts

More information

TaiRox Productivity Tools for Sage 300

TaiRox Productivity Tools for Sage 300 Tools for all modules are available for $1495 + $300 per year, a single module's tools for $995 + 200 per year. This product is written as an SDK Application, integrating seamlessly with the desktop, activation

More information

HOW DISTRIBUTION COMPANIES CAN IMPROVE EFFICIENCY WITH GP. John DiLeo Senior Implementation Specialist

HOW DISTRIBUTION COMPANIES CAN IMPROVE EFFICIENCY WITH GP. John DiLeo Senior Implementation Specialist HOW DISTRIBUTION COMPANIES CAN IMPROVE EFFICIENCY WITH GP John DiLeo Senior Implementation Specialist johnd@calszone.com HOW DISTRIBUTION COMPANIES CAN IMPROVE EFFICIENCY WITH GP GP Modules o Inventory

More information

Microsoft Dynamics GP. Purchase Order Processing

Microsoft Dynamics GP. Purchase Order Processing Microsoft Dynamics GP Purchase Order Processing Copyright Copyright 2012 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this

More information

Winshuttle for Finance Clinton Jones Director of Solution Management for Finance - Winshuttle

Winshuttle for Finance Clinton Jones Director of Solution Management for Finance - Winshuttle Winshuttle for Finance Clinton Jones Director of Solution Management for Finance - Winshuttle Finance remains at the core of ERP Payment Invoice Master Data HR/Payroll Finance General Ledger Accounts Banking

More information

Microsoft Dynamics GP. Shipping Documents

Microsoft Dynamics GP. Shipping Documents Microsoft Dynamics GP Shipping Documents Copyright Copyright 2011 Microsoft Corporation. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in

More information

Abila MIP Fund Accounting

Abila MIP Fund Accounting Page 1 Fund Accounting Feature Compare Make an informed decision when you choose your fund accounting system. Use this checklist during your evaluation of Fund Accounting. Write in the names of up to two

More information

Accounts Payable PARTICIPANT WORKBOOK

Accounts Payable PARTICIPANT WORKBOOK Accounts Payable PARTICIPANT WORKBOOK INTEGRATED SOFTWARE SERIES Accounts Payable PARTICIPANT WORKBOOK Version 3 Copyright 2005 2009 Interactive Financial Solutions, Inc. All Rights Reserved. Integrated

More information

Public Sector Procurement and Payables in Microsoft Dynamics AX 2012 Course 80415A: 3 Days; Instructor-Led

Public Sector Procurement and Payables in Microsoft Dynamics AX 2012 Course 80415A: 3 Days; Instructor-Led Public Sector Procurement and Payables in Microsoft Dynamics AX 2012 Course 80415A: 3 Days; Instructor-Led About this Course This course provides insight and guidance to procurement and sourcing features

More information

Dynamics SL Tips & Tricks Plus Popular Add-Ons for Productivity and Automation. Session 213 Kevin Kueny

Dynamics SL Tips & Tricks Plus Popular Add-Ons for Productivity and Automation. Session 213 Kevin Kueny Dynamics SL Tips & Tricks Plus Popular Add-Ons for Productivity and Automation Session 213 Kevin Kueny Velosio Redefines Client Experience We were formed based on the idea that our clients should define

More information

WHAT S NEW IN PASTEL EVOLUTION VERSION 6.60

WHAT S NEW IN PASTEL EVOLUTION VERSION 6.60 WHAT S NEW IN PASTEL EVOLUTION VERSION 6.60 Softline Pastel s continuous investment in research and development ensures that you are kept up to date with the latest and most cutting-edge business management

More information

BUSINESS SOLUTIONS. An evolution for your business software

BUSINESS SOLUTIONS. An evolution for your business software BUSINESS SOLUTIONS An evolution for your business software Evolving the TRAVERSE Framework for your business TRAVERSE Global is a flexible, adaptable ERP solution that leverages the rich information and

More information

What s New in Dynamics GP 2018

What s New in Dynamics GP 2018 What s New in Dynamics GP 2018 January 25, 2018 TO RECEIVE CPE CREDIT Participate in entire webinar Answer attendance checks & polls when they are provided If you are viewing this webinar in a group, complete

More information

NetSuite Essentials Agenda

NetSuite Essentials Agenda Day 1 Day 2 Day 3 Day 4 Day 5 Day 1 Getting Started 01 Course Introduction - Welcome Initial Login and Training Account Review Ex. 01: Login in to NetSuite Training Account 01A Blended Learning Experience

More information

AP TRICKS & TIPS Sept. 22, 2010

AP TRICKS & TIPS Sept. 22, 2010 New Features in 4.40 Product Update2 1. AP Vendor Electronic Payment AP TRICKS & TIPS Sept. 22, 2010 In AP/Setup/AP Options, you will enable ACH Electronic Payment. Contact your bank for the ACH Interface

More information

Microsoft Dynamics GP. Project Accounting Accounting Control Guide

Microsoft Dynamics GP. Project Accounting Accounting Control Guide Microsoft Dynamics GP Project Accounting Accounting Control Guide Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views

More information

MAS 500. MAS 500 Version 7.0 Pre-Release Guide

MAS 500. MAS 500 Version 7.0 Pre-Release Guide MAS 500 MAS 500 Version 7.0 Pre-Release Guide February 2004 Table of Contents Overview...1 Availability...1 Global Usability Enhancements...1 Distribution Enhancements...2 Manufacturing Enhancements...5

More information

Sage 50 U.S Edition Accounting MODULE 1 (END-USERS) COURSE

Sage 50 U.S Edition Accounting MODULE 1 (END-USERS) COURSE Sage 50 U.S Edition Accounting MODULE 1 (END-USERS) COURSE Target Attendees This course is designed for accounting graduates, business professionals, business executives and those involve in accounting

More information

LICENSE COMPARISON CHART FOR SAP BUSINESS ONE USER TYPES

LICENSE COMPARISON CHART FOR SAP BUSINESS ONE USER TYPES Administration Create New Company Full Full Administration Choose Company Full Full Full Full Full Full Administration Exchange Rates and Indexes Full Full Full Administration System Initialization Full

More information

Deltek Ajera Release Notes

Deltek Ajera Release Notes Deltek Ajera 8 8.08 Release Notes October 21, 2015 While Deltek has attempted to verify that the information in this document is accurate and complete, some typographical or technical errors may exist.

More information

What s New in Dynamics GP 2013?

What s New in Dynamics GP 2013? What s New in Dynamics GP 2013? Bob McAdam Dynamic Communities, Inc. 16 JULY 2013 Microsoft Dynamics GP: What s New in GP 2013? What about Bob? Vice President of Finance at Dynamic Communities (Nov 2012)

More information

New in Palladium 2013 Update 2

New in Palladium 2013 Update 2 New in Palladium 2013 Update 2 Contents General Features... 3 User Security Access Rights by Report... 3 Audit Trail on Masterfile & System Setting Changes... 3 Microsoft Certification... 3 Dashboards...

More information

Enhancements in Spectrum Last Updated: April 5, 2018

Enhancements in Spectrum Last Updated: April 5, 2018 Enhancements in Spectrum 14.24 Last Updated: April 5, 2018 Status: Thunderbirds are GO! AP BI BI BI BI CM JC JC JC MM PO PO PO PR PR PR PS ST ST ST Use Tax Report Supports Work Orders Deep Linking New

More information

BUSINESS ESSENTIALS AND ADVANCED MANAGEMENT

BUSINESS ESSENTIALS AND ADVANCED MANAGEMENT INTRODUCTION People drive business results; amplify their impact and you can achieve greater success. At Microsoft, we believe that when people are equipped with the right tools, they can surmount even

More information

Sage Accpac ERP 5.6A What's New (Extracted Version)

Sage Accpac ERP 5.6A What's New (Extracted Version) Sage Accpac ERP 5.6A What's New (Extracted Version) Changes and New Features in System Manager Easier and more efficient program installation and activation. A new License Manager that lets you maintain

More information

Session 4-2 Sage 100 Contractor: System Reconciliations

Session 4-2 Sage 100 Contractor: System Reconciliations Session 4-2 Thursday, October 12 10:15am-11:45am Room 619 Session 4-2 Sage 100 Contractor: System Reconciliations Presented By: Melanie Rogers WoodStone Earth Construction, Inc Original Author: Melanie

More information

Accounts Payable Users Guide

Accounts Payable Users Guide Accounts Payable Users Guide Updated 05/28/2014 Page 1 of 9 Accounts Payable The accounts payable application is used to enter records that require cash disbursement (computer check, manual check, virtual

More information

Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010

Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010 Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010 The Business Framework evolution is nearly complete. Modules that are Business Framework ready: General Ledger (4.0)

More information

NetSuite: Essentials Agenda

NetSuite: Essentials Agenda EMEA ATTENDEES Day 1 Day 2 Day 3 Day 4 Day 5 9:00 am - 12:00 pm 9:00 am - 12:00 pm 9:00 am - 12:00 pm 9:00 am - 12:00 pm NORTH AMERICAN ATTENDEES Day 1 Day 2 Day 3 Day 4 Day 5 Day 1 Getting Started 01

More information

REPORTING AND BUSINESS INTELLIGENCE

REPORTING AND BUSINESS INTELLIGENCE RSM TECHNOLOGY ACADEMY Syllabus and Agenda REPORTING AND BUSINESS INTELLIGENCE For Microsoft Dynamics 365 for Operations Course Details 3 Audience 3 At Course Completion 3 Course Cancellation Policy 4

More information

9/13/2018. Utilizing Technology with Harris. NG Web Offerings. Nextgen Under Utilized Features

9/13/2018. Utilizing Technology with Harris. NG Web Offerings. Nextgen Under Utilized Features Utilizing Technology with Harris AASBO Conference September 2018 Nextgen Under Utilized Features Budget Import Budget Initialization Journal Entry Import Pre Defined GL Distribution Electronic Vendor Payment

More information

Importing & Exporting Data with Dynamics GP

Importing & Exporting Data with Dynamics GP Importing & Exporting Data with Dynamics GP September 27, 2018 To Receive CPE Credit Individuals Participate in entire webinar Answer polls when they are provided Groups Group leader is the person who

More information

SuccessWare 21 Existing Users Class

SuccessWare 21 Existing Users Class SuccessWare 21 Existing Users Class This spring we will be offering a special 4-day training class for existing SuccessWare 21 users. We will be holding the class May 5-8, 2015 in Phoenix, AZ and again

More information

Course 80024A Trade and Logistics I in Microsoft Dynamics AX 2009 Course Duration: 3 days Course Type: Instructor-Led/Classroom

Course 80024A Trade and Logistics I in Microsoft Dynamics AX 2009 Course Duration: 3 days Course Type: Instructor-Led/Classroom Course 80024A Trade and Logistics I in Microsoft Dynamics AX 2009 Course Duration: 3 days Course Type: Instructor-Led/Classroom Course Overview This three-day instructor-led course, Trade and Logistics

More information

Microsoft Dynamics GP. Fixed Assets Management

Microsoft Dynamics GP. Fixed Assets Management Microsoft Dynamics GP Fixed Assets Management Copyright Copyright 2011 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

Microsoft Dynamics GP What s New

Microsoft Dynamics GP What s New Microsoft Dynamics GP 2010 What s New Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

Exact Macola Distribution Pro. Transform your business into an automated, high-yield, efficient operation

Exact Macola Distribution Pro. Transform your business into an automated, high-yield, efficient operation Exact Macola Distribution Pro Transform your business into an automated, high-yield, efficient operation Macola Distribution Pro makes it easy to get started and is cost effective to implement Macola Distribution

More information