Microsoft Dynamics GP 50 Tips

transcript

DYNAMICS GP

Dynamics GP 50 Tips in 50 Minutes

Tami Johnson

DYNAMICS GP

Presenter Bio

Tami Johnson

DYNAMICS GP

Overview

• This is a FAST PACED session • Please hold your questions until the end • Focus is on WHAT and WHY, not HOW • Instructions for all tips are included in this

PowerPoint deck • Format will be part PowerPoint, part live

DYNAMICS GP Instructions

DYNAMICS GP

Financial – General Ledger

Tip Description

1 Streamline GL Account Entry

2 STOP Reconciling Subledgers

3 Assign Account Reconciliation

4 Avoid Year-End Close Errors

5 Clean Up Account Segments for Financial Reporting

6 Identify Entries

7 Anticipate Cash Flow

DYNAMICS GP

Financial – General Ledger

Tip Description

8 Copy a Journal Entry

9 Customize Inquiries

10 Recognize Prepaid Expenses

11 Understand Account Categories

DYNAMICS GP

Tip #1 – Streamline Account Entry

Account Alias

DYNAMICS GP

Tip #2 – STOP Reconciling Subledgers

Allow Account Entry

DYNAMICS GP

Tip #3 – Assign Account Reconciliation

Account User-Defined Field

DYNAMICS GP

Tip #4 – Avoid Year-End Close Errors

Use SmartList to Identify Incorrect

Account Posting Type

DYNAMICS GP

Tip #5 – Clean Up Account Segments for

Financial Reporting

Remove Unused Segments During Year-End Close

DYNAMICS GP Clean Up Account Segments

Management Reporter: Tools >> Missing Account Analysis

DYNAMICS GP

Tip #6 – Identify Entries

Source Documents

DYNAMICS GP

Tip #7 – Anticipate Cash Flow

Cash Flow Calendar

DYNAMICS GP

Tip #8 – Copy a Journal Entry

JE Copy/Paste

DYNAMICS GP

Tip #9 – Customize Inquiries

Account Rollup Inquiry

DYNAMICS GP

Tip #10 – Recognize Prepaid Expenses

Revenue & Expense Deferrals

DYNAMICS GP

Tip #11 – Understand Account Categories

Account Categories

DYNAMICS GP Understand Account Categories

DYNAMICS GP

Financial – Fixed Assets

Tip Description

12 Easily Retire Groups of Assets

13 New Asset Reminder

14 Record Asset Custodian

DYNAMICS GP

Tip #12 – Easily Retire Groups of Assets

Navigation Pane

DYNAMICS GP Easily Retire Groups of Assets

DYNAMICS GP

Tip #13 – New Asset Reminder

SmartList Reminder

DYNAMICS GP

Tip #14 – Record Asset Custodian

Fixed Assets Setup Option

DYNAMICS GP Record Asset Custodian

Tools >> Setup >> Fixed Assets >> Company

DYNAMICS GP

Financial – Accounts Payable

Tip Description

15 Improve Voucher Visibility for Check Processing

16 Limit Default Posting Accounts for Vendors

17 Manage Voucher Payment Methods

18 Pay Vendors Electronically

DYNAMICS GP

Tip #15 – Improve Voucher Visibility for Check

Processing

Manage Columns in Edit Check Batch

DYNAMICS GP

Tip #16 – Limit Default Posting Accounts

For Vendors

Vendor Purchase Account(s)

DYNAMICS GP

Tip #17 – Manage Voucher Payment Methods

Transaction Remit-To Address

DYNAMICS GP

Tip #18 – Pay Vendors Electronically

EFT for Payables

DYNAMICS GP

Financial – Accounts Receivable

Tip Description

19 Integrate with the Bank Lockbox

20 Write Off Overpayments/Underpayments

21 Unapply Historical Transactions

DYNAMICS GP

Tip #19 – Integrate with the Bank Lockbox

Lockbox Processing

DYNAMICS GP

Tip #20 – Write Off

Overpayments/Underpayments

Write Off Documents

DYNAMICS GP

Tip #21 – Unapply Historical Transactions

PSTL RM Transaction Unapply

DYNAMICS GP Unapply Historical Transactions

DYNAMICS GP

Financial – Payroll & Human Resources

Tip Description

22 Track Additional Employee Information

23 Speed Up Payroll Entry #1

24 Speed Up Payroll Entry #2

DYNAMICS GP

Tip #22 – Track Additional Employee Info

Employee Extra Fields

DYNAMICS GP

Tip #23 – Speed Up Payroll Entry #1

Transaction Entry Options

DYNAMICS GP

Tip #24 – Speed Up Payroll Entry #2

Payroll Mass Transaction Entry

DYNAMICS GP

Distribution - Inventory

Tip Description

25 Record Accurate Inventory Cost

26 Categorize Inventory Entries

27 Generate Up-Sell Opportunities

DYNAMICS GP

Tip #25 – Record Accurate Inventory Cost

Landed Cost

DYNAMICS GP Record Accurate Inventory Cost

DYNAMICS GP

Tip #26 – Categorize Inventory Entries

Inventory Reason Codes

DYNAMICS GP

Tip #27 – Generate Upsell Opportunities

Suggest Items

DYNAMICS GP

Distribution - Purchasing

Tip Description

28 Create One PO from Multiple Sales Orders

29 Submit Requisitions

30 Automatically Generate Purchase Orders

DYNAMICS GP

Tip #28 – Create One PO from Multiple SO’s

Sales Document Inquiry

DYNAMICS GP

Tip #29 – Submit Requisitions

Requistions (GP 2013 R2)

DYNAMICS GP

Tip #30 – Automatically Generate Purchase

Orders

PO Generator

DYNAMICS GP

Distribution - Sales

Tip Description

31 Manage Sales Transaction Workflow

32 Quickly Print Sales Documents

33 Prevent Duplicate Orders

DYNAMICS GP

Tip #31 – Manage Sales Transaction Workflow

Sales Process Holds

DYNAMICS GP

Tip #32 – Quickly Print Sales Documents

Quick Print

DYNAMICS GP

Tip #33 – Prevent Duplicate Orders

PSTL SOP PO Number Check

DYNAMICS GP

System

Tip Description

34 Turn Off Posting Reports

35 Understand Distribution Types

36 Know How to Use Lookups

37 Get Access to Important Information

38 Apply Security to GP Fields

39 Generate Groups of Reports

40 Attach Documents

DYNAMICS GP

Tip #34 – Turn Off Posting Reports

Posting Setup

DYNAMICS GP

Tip #35 – Understand Distribution Types

Transaction Distributions

DYNAMICS GP Understand Distribution Types

DYNAMICS GP

Tip #36 – Know How to Use Lookups

Lookups

DYNAMICS GP

Tip #37 – Get Access to Important Information

Custom Links

DYNAMICS GP

Tip #38 – Apply Security to GP Fields

Field Level Security

DYNAMICS GP

Tip #39 – Generate Groups of Reports

Report Groups

DYNAMICS GP Dynamics GP 50 Tips in 50 Minutes

Tip #40 – Attach Documents

Document Attach

(GP 2013 R2)

DYNAMICS GP

System

Tip Description

41 Use Excel for Reporting

42 Be Strategic with Metrics and KPI’s

43 See More in SmartList

44 Quickly Access GP Windows

45 Find Your GP Version

46 Create New SmartList Categories

47 Control Transaction Entry Dates

48 Learn a Different Way to Navigate

Tip #41 – Use Excel for Reporting

Refreshable Excel Reports

Tip #42 – Be Strategic with Metrics

and KPI’s

Business Analyzer

Tip #43 – See More in SmartList

Hide Favorites Pane

Tip #44 – Quickly Access GP Windows

Toolbar

Tip #45 – Find Your GP Version

About Microsoft Dynamics GP

Tip #46 – Create New SmartList Categories

SmartList Designer

Tip #47 – Control Transaction Entry Dates

PSTL Doc Date Verify

Tip #48 – Learn a Different Way to Navigate

Navigation Lists

DYNAMICS GP

Support

Tip Description

49 Be Heard

50 Be Informed

DYNAMICS GP

Tip #49 – Be Heard

Microsoft Connect

DYNAMICS GP Be Heard

Tip #50 – Be Informed

Top 25 GP Sites

DYNAMICS GP Be Informed

Christina Phillips and Steve Endow’s Dynamics GP Land Frank Hamelly’s GP2TheMax Ian Grieve’s Ramblings of a Dynamics GP Consultant Ian Stewart’s Global Insights from Ireland Jivtesh Singh’s About Dynamics, Development and Life Leslie Vail’s Dynamics Confessions Mariano Gomez’s Dynamics GP Blogster Mark Polino’s Dynamic Accounting Mohammad Daoud’s Dynamics GP Blog Sivakumar Venkataraman’s Scribblings of a Microsoft Dynamics GP Professional Vaidhyanathan Mohan’s Dynamics GP – Learn & Discuss Victoria Yudin’s Ramblings and Musings of a Dynamics GP MVP Belinda Allen’s The GP CSI Collins’ Dynamics GP Blog David Musgrave’s Developing for Dynamics GP

Source: www.dynamics101.com

DYNAMICS GP Be Informed

Constance Quigley’s Q Factor Blog John Lowther’s Dynamics GP Blog Michael Johnson and Bryan Prince’s MBS Guru Dwight Specht’s The Death of Reason Samuel Mathew’s Microsoft Dynamics GP Discussion Peter Jensen’s Microsoft Dynamics Partner Community Blog Mahmoud AlSaadi’s Dynamics GP Essentials Duke del Prado’s ERP, Databases, Report Design and Business Intelligence Rubal Kaur’s Dynamics GP Help Charles Allen’s Dynamics GP Insights

Source: www.dynamics101.com

DYNAMICS GP

Wrap-Up

• Questions • Contact: Tami Johnson tjohnson@socius1.com

Microsoft Dynamics GP 50 Tips

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