Want more tips for Microsoft Dynamics GP? Come to this session for a new and refreshed 50 tips in 50 minutes. This session will cover existing functionality as well as what’s new in Microsoft Dynamics GP 2013 in a fast-paced format that will give you tips on getting more out of your solution.
3. 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 demo
5. 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
6. DYNAMICS GP
Financial – General Ledger
Tip
Description
8
Copy a Journal Entry
9
Customize Inquiries
10
Recognize Prepaid Expenses
11
Understand Account Categories
7. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #1 – Streamline Account Entry
Account Alias
8. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #2 – STOP Reconciling Subledgers
Allow Account Entry
9. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #3 – Assign Account Reconciliation
Account User-Defined Field
10. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #4 – Avoid Year-End Close Errors
Use SmartList to Identify Incorrect
Account Posting Type
11. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #5 – Clean Up Account Segments for Financial Reporting
Remove Unused Segments During
Year-End Close
12. DYNAMICS GP
Clean Up Account Segments
Management Reporter: Tools >> Missing Account Analysis
13. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #6 – Identify Entries
Source Documents
14. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #7 – Anticipate Cash Flow
Cash Flow Calendar
15. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #8 – Copy a Journal Entry
JE Copy/Paste
16. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #9 – Customize Inquiries
Account Rollup Inquiry
17. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #10 – Recognize Prepaid Expenses
Revenue & Expense Deferrals
18. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #11 – Understand Account Categories
Account Categories
25. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #13 – New Asset Reminder
SmartList Reminder
26. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #14 – Record Asset Custodian
Fixed Assets Setup Option
27. DYNAMICS GP
Record Asset Custodian
Tools >> Setup >> Fixed Assets >> Company
28. 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
29. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #15 – Improve Voucher Visibility for Check Processing
Manage Columns in Edit Check Batch
30. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #16 – Limit Default Posting Accounts
For Vendors
Vendor Purchase Account(s)
31. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #17 – Manage Voucher Payment Methods
Transaction Remit-To Address
32. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #18 – Pay Vendors Electronically
EFT for Payables
33. DYNAMICS GP
Financial – Accounts Receivable
Tip
Description
19
Integrate with the Bank Lockbox
20
Write Off Overpayments/Underpayments
21
Unapply Historical Transactions
34. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #19 – Integrate with the Bank Lockbox
Lockbox Processing
35. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #20 – Write Off Overpayments/Underpayments
Write Off Documents
36. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #21 – Unapply Historical Transactions
PSTL RM Transaction Unapply
38. 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
39. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #22 – Track Additional Employee Info
Employee Extra Fields
40. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #23 – Speed Up Payroll Entry #1
Transaction Entry Options
41. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #24 – Speed Up Payroll Entry #2
Payroll Mass Transaction Entry
42. DYNAMICS GP
Distribution - Inventory
Tip
Description
25
Record Accurate Inventory Cost
26
Categorize Inventory Entries
27
Generate Up-Sell Opportunities
43. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #25 – Record Accurate Inventory Cost
Landed Cost
45. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #26 – Categorize Inventory Entries
Inventory Reason Codes
46. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #27 – Generate Upsell Opportunities
Suggest Items
47. DYNAMICS GP
Distribution - Purchasing
Tip
Description
28
Create One PO from Multiple Sales Orders
29
Submit Requisitions
30
Automatically Generate Purchase Orders
48. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #28 – Create One PO from Multiple SO’s
Sales Document Inquiry
49. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #29 – Submit Requisitions
Requistions
(GP 2013 R2)
50. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #30 – Automatically Generate Purchase Orders
PO Generator
51. DYNAMICS GP
Distribution - Sales
Tip
Description
31
Manage Sales Transaction Workflow
32
Quickly Print Sales Documents
33
Prevent Duplicate Orders
52. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #31 – Manage Sales Transaction Workflow
Sales Process Holds
53. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #32 – Quickly Print Sales Documents
Quick Print
54. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #33 – Prevent Duplicate Orders
PSTL SOP PO Number Check
55. 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
56. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #34 – Turn Off Posting Reports
Posting Setup
57. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #35 – Understand Distribution Types
Transaction Distributions
59. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #36 – Know How to Use Lookups
Lookups
60. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #37 – Get Access to Important Information
Custom Links
61. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #38 – Apply Security to GP Fields
Field Level Security
62. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #39 – Generate Groups of Reports
Report Groups
63. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #40 – Attach Documents
Document Attach
(GP 2013 R2)
64. 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
65. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #41 – Use Excel for Reporting
Refreshable Excel Reports
66. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #42 – Be Strategic with Metrics
and KPI’s
Business Analyzer
67. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #43 – See More in SmartList
Hide Favorites Pane
68. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #44 – Quickly Access GP Windows
Toolbar
69. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #45 – Find Your GP Version
About Microsoft Dynamics GP
70. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #46 – Create New SmartList Categories
SmartList Designer
71. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #47 – Control Transaction Entry Dates
PSTL Doc Date Verify
72. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #48 – Learn a Different Way to Navigate
Navigation Lists
76. DYNAMICS GP
Dynamics GP 50 Tips in 50 Minutes
Tip #50 – Be Informed
Top 25 GP Sites
77. 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
78. 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
79. DYNAMICS GP
Wrap-Up
•
Questions
•
Contact: Tami Johnson tjohnson@socius1.com