Join the Raffa Technology team as they walk you through the major productivity enhancements with Microsoft Dynamics GP2016 accounting and financial management software. They will walk you through the key features and functionality including the improved web based capabilities which allows you to work from anywhere on any device.
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
2017-03-29 The Powerful Web Based Microsoft Dynamics GP2016
1. MAXIMIZING YOUR
INVESTMENT WITH MICROSOFT
DYNAMICS GPDYNAMICS GP
March 29, 2017
Buu-Linh Tran, Manager
Troy Minor, Senior Consultant
Jeremy Taro, Account Executive
Helping Great Organizations Thrive
www.raffa.com P: 202.822.5000 F: 202.822.0669
2. TODAY’S AGENDA
Introduction & Agenda Introduction & Agenda
Overview of the Key Enhancements with GP2016
Software Presentation – Efficiency at your fingertips
Product Roadmap
Questions
Page 1
4. RAFFA OVERVIEW
Raffa is nationally recognized with access to all the resources of
the largest international firms. We contribute to our clients’
abilities to achieve their missions and deliver promises to the
world
LARGE ACCOUNTING, CONSULTING &
TECHNOLOGY CONSULTING FIRM
• Serve thousands of clients in DC/MD/VA
world.
WIDE RANGE OF SERVICES
• Technology Solutions
• ERP & Accounting Systems
• 300+ specialists on staff at all levels
• Support over 250 Financial System Clients
• Certified System Consultants, Certified Project
Management Professionals, Business Process
Consultants
ERP & Accounting Systems
• Business Intelligence
• Software Development
• Managed IT Services & Cloud Hosting
• CIO & Advisory Services
• Audit and TaxConsultants
33 YEARS SERVING THE NON PROFIT COMMUNITY
17 PARTNERS, INCLUDING 11 WOMEN PARTNERS
WOMEN-OWNED FIRM
MULTI CULTURAL WITH DIVERSITY AT ALL LEVELS
Audit and Tax
• Managed Accounting
• HR Consulting
• Business Advisory
• Forensics and Litigation Support
MULTI-CULTURAL WITH DIVERSITY AT ALL LEVELS
PRIMEGLOBAL ALLIANCE MEMBER
• Employee Benefit Plans
• Search and Transition Services
NATIONALLY RECOGNIZED
Page 3
• Top 100 Largest Accounting Firms
• Top 100 ERP VAR (Bob Scott & Accounting Today)
• Top 100 and Fastest Growing Value Added Reseller
5. KEY ENHANCEMENTS
W b li t Web client
Multiple Document Attachments
Reconcile to General Ledger
Intercompany Processing
E-mailing Accounts Receivable/Accounts Payable documents
Electronic Funds Transfer Electronic Funds Transfer
Electronic Reconciliation
Workflow Automation
Management Reporter Integration
Analytical Accounting
Power BI (Business Intelligence)
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( g )
6. WEB CLIENT
Provides web based accessibility for user access (instead of RDP Provides web based accessibility for user access (instead of RDP
or Citrix)
Easy to Access via an internet connection
June 2016 HTML 5 (browser independence)
All Primary GP accounting functions are accessible via web client
Page 5
18. GP2016 R2 RELEASED OCTOBER 2016
PowerBI in web client home page
Make smartlist designer smartlist available in advanced lookups
Smartlist favorite protectionp
Show user name in message “batch is being edited by another user”
Intercompany bank transfers
GL distribution line to open expanded
Page 17
19. Buu-Linh Tran – Manager
btran@raffa.com
301.279.6511
Troy Minor – Senior Consultant
tminor@raffa.com
301.279.6507
Jeremy Taro Account Executive
H l i G t O i ti Th i
Jeremy Taro – Account Executive
jtaro@raffa.com
301.279.6504
Helping Great Organizations Thrive