Post on 15-Apr-2017
transcript
#DYNBC15
Microsoft Dynamics GP Things to know and tips and tricks
Andrew HallClient Liaison Managerm-hance
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Agenda
User experience (ease of use)Utilities (what they do when to use them)
SmartlistsYear end tips (it’s fast approaching)
Resources (self help)
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User experience
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Quick Links Use quick links instead of shortcuts when using the web client…
…Especially good for smart lists located at the bottom of Admin > reports
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Quick links
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ShortcutsUse shortcuts for tasks/windows/websites you access on a regular basis
Create new folders to group specific tasks
Add Function key to most regularly used
Use the Startup folder where appropriate
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Shortcuts
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User Preferences
Set required fields to BOLD and RED
Set a value in the Remove Unused Entries field in Auto complete
Right click on incorrect auto complete entries to remove them from list
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User preferences
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Keyboard shortcut key strokes
Ctrl L = LookupCtrl 1 = HomeCtrl 2-9 = Financial, sales etc.Alt A = Transaction MenuAlt M = Microsoft Dynamics GP MenuAlt C = Cards MenuAlt E = Edit MenuAlt F = File MenuAlt H = Help MenuCtrl W = Close current WindowTab to switch between fieldsShift tab to switch backwards
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Posting Setup
Change print settings to save on paper and cancelling reports you don’t print.
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Posting Setup
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ChecklistsCreate your own checklists for:
DailyPaydayPeriod endMonth endQuarter endFinancial yearCalendar yearUser defined
Add in GP windows, GP macros or external tasks
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Checklists
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Account Rollups
Create account rollups for quick enquiries
Financial > Enquiries > Account rollups
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Account Rollups
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Account Rollups
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Smartlists
Change column namesUse Smartlists as remindersExplorerFormatCurrency=FALSE
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Utilities (when to use them)
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Reconcile
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Check links
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Year End (it’s fast approaching)
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Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
Remember to take a backup between each
phase
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Close sub ledgers
Final Adjustmen
ts
Maintenance
Reporting
Close year
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1. Inventory
2. Receivables management
3. Payables management
4. Fixed assets
5. General ledger
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Close sub ledgers
Final Adjustmen
ts
Maintenance
Reporting
Close year
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Close sub ledgers
Final Adjustmen
ts
Maintenance
Reporting
Close year
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Use General Journals
Check posting dates
1
2
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Close sub ledgers
Final Adjustments
MaintenanceReporting
Close year
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Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
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1. Smartlist verify Posting Account
2. Close last period
3. Checklinks (financial)
4. Maintain history
5. Setup new fiscal year
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Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
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Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
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1. Print final trial balance
2. Print final financial statements
3. Any other reports
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Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
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Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
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1. Check retained earnings
2. Set next journal number
3. CLOSE YEAR
4. Close posting periods
5. Adjust budgets
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Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
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Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
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Resources (self help)
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Customersource
Blue help button
Online manuals
YouTube
Blogs
Resources
© m-hance ltd 2015 m-hance.com
Andrew HallClient Liason Managerm-hance
Joining information, New Microsoft Dynamics GP User Group