Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks

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Andrew Hall has over 15 years of experience with the Microsoft Dynamics GP Product Line. Attend this session to learn tips and tricks that will help you get more out of Microsoft Dynamics GP version 10, 13 and 15 as well as earlier versions.

Software

#DYNBC15
Microsoft
Dynamics GP
Things to know
and tips and
tricks
Andrew Hall
Client Liaison Manager
m-hance

#DYNBC15
Agenda
User experience (ease of use)
Utilities (what they do when to
use them)
Smartlists
Year end tips (it’s fast
approaching)
Resources (self help)

#DYNBC15
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

#DYNBC15
Shortcuts
Use 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

#DYNBC15
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

#DYNBC15
Keyboard
shortcut key
strokes
Ctrl L = Lookup
Ctrl 1 = Home
Ctrl 2-9 = Financial, sales etc.
Alt A = Transaction Menu
Alt M = Microsoft Dynamics GP Menu
Alt C = Cards Menu
Alt E = Edit Menu
Alt F = File Menu
Alt H = Help Menu
Ctrl W = Close current Window
Tab to switch between fields
Shift tab to switch backwards

#DYNBC15
Posting Setup
Change print settings
to save on paper and
cancelling reports you
don’t print.

#DYNBC15
Checklists
Create your own checklists for:
Daily
Payday
Period end
Month end
Quarter end
Financial year
Calendar year
User defined
Add in GP windows, GP macros
or external tasks

#DYNBC15
Account
Rollups
Create account rollups for
quick enquiries
Financial > Enquiries >
Account rollups

#DYNBC15
Smartlists
Change column names
Use Smartlists as reminders
ExplorerFormatCurrency=FALSE

#DYNBC15
Year End (it’s fast
approaching)

#DYNBC15
Close sub
ledgers
Final
Adjustments
MaintenanceReporting
Close year
Remember to take a
backup between each
phase

#DYNBC15
Close sub
ledgers
Final
Adjustments
MaintenanceReporting
Close year

#DYNBC15
1. Inventory
2. Receivables management
3. Payables management
4. Fixed assets
5. General ledger

#DYNBC15
Use General
Journals
Check posting
dates
1
2

#DYNBC15
1. Smartlist verify Posting Account
2. Close last period
3. Checklinks (financial)
4. Maintain history
5. Setup new fiscal year

#DYNBC15
1. Print final trial balance
2. Print final financial statements
3. Any other reports

#DYNBC15
1. Check retained earnings
2. Set next journal number
3. CLOSE YEAR
4. Close posting periods
5. Adjust budgets

#DYNBC15
Customersource
Blue help button
Online manuals
YouTube
Blogs
Resources

© m-hance ltd 2015 m-hance.com
Andrew Hall
Client Liason Manager
m-hance
Joining information, New
Microsoft Dynamics GP User
Group

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Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks

1. #DYNBC15 Microsoft Dynamics GP Things to know and tips and tricks Andrew Hall Client Liaison Manager m-hance

2. #DYNBC15 Agenda User experience (ease of use) Utilities (what they do when to use them) Smartlists Year end tips (it’s fast approaching) Resources (self help)

3. #DYNBC15 User experience

4. #DYNBC15 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

5. #DYNBC15 Quick links

6. #DYNBC15 Shortcuts Use 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

7. #DYNBC15 Shortcuts

8. #DYNBC15 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

9. #DYNBC15 User preferences

10. #DYNBC15 Keyboard shortcut key strokes Ctrl L = Lookup Ctrl 1 = Home Ctrl 2-9 = Financial, sales etc. Alt A = Transaction Menu Alt M = Microsoft Dynamics GP Menu Alt C = Cards Menu Alt E = Edit Menu Alt F = File Menu Alt H = Help Menu Ctrl W = Close current Window Tab to switch between fields Shift tab to switch backwards

11. #DYNBC15 Posting Setup Change print settings to save on paper and cancelling reports you don’t print.

12. #DYNBC15 Posting Setup

13. #DYNBC15 Checklists Create your own checklists for: Daily Payday Period end Month end Quarter end Financial year Calendar year User defined Add in GP windows, GP macros or external tasks

14. #DYNBC15 Checklists

15. #DYNBC15 Account Rollups Create account rollups for quick enquiries Financial > Enquiries > Account rollups

16. #DYNBC15 Account Rollups

17. #DYNBC15 Account Rollups

18. #DYNBC15 Smartlists Change column names Use Smartlists as reminders ExplorerFormatCurrency=FALSE

19. #DYNBC15 Utilities (when to use them)

20. #DYNBC15 Reconcile

21. #DYNBC15 Check links

22. #DYNBC15 Year End (it’s fast approaching)

23. #DYNBC15 Close sub ledgers Final Adjustments MaintenanceReporting Close year Remember to take a backup between each phase

24. #DYNBC15 Close sub ledgers Final Adjustments MaintenanceReporting Close year

25. #DYNBC15 1. Inventory 2. Receivables management 3. Payables management 4. Fixed assets 5. General ledger

26. #DYNBC15 Close sub ledgers Final Adjustments MaintenanceReporting Close year

27. #DYNBC15 Close sub ledgers Final Adjustments MaintenanceReporting Close year

28. #DYNBC15 Use General Journals Check posting dates 1 2

29. #DYNBC15 Close sub ledgers Final Adjustments MaintenanceReporting Close year

30. #DYNBC15 Close sub ledgers Final Adjustments MaintenanceReporting Close year

31. #DYNBC15 1. Smartlist verify Posting Account 2. Close last period 3. Checklinks (financial) 4. Maintain history 5. Setup new fiscal year

32. #DYNBC15 Close sub ledgers Final Adjustments MaintenanceReporting Close year

33. #DYNBC15 Close sub ledgers Final Adjustments MaintenanceReporting Close year

34. #DYNBC15 1. Print final trial balance 2. Print final financial statements 3. Any other reports

35. #DYNBC15 Close sub ledgers Final Adjustments MaintenanceReporting Close year

36. #DYNBC15 Close sub ledgers Final Adjustments MaintenanceReporting Close year

37. #DYNBC15 1. Check retained earnings 2. Set next journal number 3. CLOSE YEAR 4. Close posting periods 5. Adjust budgets

38. #DYNBC15

39. #DYNBC15 Close sub ledgers Final Adjustments MaintenanceReporting Close year

40. #DYNBC15 Close sub ledgers Final Adjustments MaintenanceReporting Close year

41. #DYNBC15 Resources (self help)

42. #DYNBC15 Customersource Blue help button Online manuals YouTube Blogs Resources

43. © m-hance ltd 2015 m-hance.com Andrew Hall Client Liason Manager m-hance Joining information, New Microsoft Dynamics GP User Group

Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks

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