2016-09 -28 Powerful Web Based GP2016

1. THE POWERFUL WEB BASED
MICROSOFT DYNAMICS
GP2016
Helping Great Organizations Thrive
www.raffa.com P: 202.822.5000 F: 202.822.0669
September 28, 2016
Buu-Linh Tran, Manager
Troy Minor, Senior Consultant
Jeremy Taro, Account Executive

2. Page 1
TODAY’S AGENDA
 INTRODUCTION & AGENDA
 WHAT IS THE NEW WEB-BASED GP2016
 REVIEW OF KEY ENHANCEMENTS
 SOFTWARE PRESENTATION - DYNAMICS GP2015 AND GP2016 NEW
FEATURES
 QUESTIONS

3. Page 2
MUTUAL INTRODUCTIONS
 INTRODUCTIONS
• YOUR ORGANIZATION
• SIZE OF ORGANIZATION
• CURRENT ACCOUNTING SYSTEM(S) & VERSION
• CHALLENGES?

4. Page 3
RAFFA OVERVIEW
 LARGE ACCOUNTING, CONSULTING &
TECHNOLOGY CONSULTING FIRM
• Serve hundreds of clients in DC/MD/VA
• 300+ specialists on staff at all levels
• Support over 250 Financial System Clients
• Certified System Consultants, Certified Project
Management Professionals, Business Process
Consultants
 32 YEARS SERVING THE NON PROFIT COMMUNITY
 17 PARTNERS, INCLUDING 11 WOMEN PARTNERS
 WOMEN-OWNED FIRM
 MULTI-CULTURAL WITH DIVERSITY AT ALL LEVELS
 PRIMEGLOBAL ALLIANCE MEMBER
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.
 WIDE RANGE OF SERVICES
• Technology Solutions
• ERP & Accounting Systems
• Software Development
• Managed IT Services
• Audit and Tax
• Managed Accounting
• HR Consulting
• Business Advisory
• Forensics and Litigation Support
• Employee Benefit Plans
• Search and Transition Services
 NATIONALLY RECOGNIZED
• Top 100 Largest Accounting Firms
• Top 100 ERP VAR (Bob Scott & Accounting Today)
• Top 100 and Fastest Growing Value Added Reseller

5. Page 4
DYNAMICS GP ROADMAP

6. Page 5
DYNAMICS GP2015 ENHANCEMENTS
SYSTEM 2015
WEB CLIENT
2015
BUSINESS
INTELLIGENCE
2015
• Intercompany
Enhancements
• Payment Terms
Enhancements
• Fixed Assets Year
End Close Report
• Edit E-mail for
historical
Statements and
Payables
Remittance
FINANCIALS 2015
• Edit Email for
Historical documents
– Sales and
Purchasing
• Payables warn when
open Purchase Order
DISTRIBUTION 2015

7. Page 6
GP2015 ENHANCEMENTS
 HOMEPAGE/ COPY USER SETTINGS
 IDENTITY MANAGEMENT
 INTERCOMPANY ENHANCEMENT
 WARNING OF VENDORS THAT HAVE PURCHASE ORDERS
 WORKFLOW AUTOMATION
 PURCHASE REQUISITION
 VENDOR AND CUSTOMER COMBINER/MODIFIER
 SMARTLIST DESIGNER/BUILDER & REFRESHABLE EXCEL REPORTS

8. Page 7
DYNAMICS GP WEB CLIENT
 COMPLEMENT TO THE DYNAMICS GP SOLUTION
 EASY TO ACCESS VIA AN INTERNET CONNECTION
 JUNE 2016 HTML 5 (BROWSER INDEPENDENCE)
 ALL PRIMARY GP ACCOUNTING FUNCTIONS ARE ACCESSIBLE
VIA WEB CLIENT

9. Page 8
BUSINESS ANALYZER
 PROVIDES A DASHBOARD WHERE YOU CAN VIEW AND INTERACT
WITH REPORTS, CHARTS, OR KPI’S
 MANAGERS ACCESS REPORTS W/O LOGGING INTO GP
 REPORTS INCLUDE: EXCEL, SSRS AND MANAGEMENT REPORTER
 RUN ON WINDOWS 8.1 TABLET OR PC
 APPLE DEVICES
 WINDOWS MOBILE PHONES

10. Page 9
WHAT’S NEW GP2016
 INTEGRATION WITH POWER BI
 WORKFLOW CONDITION MANAGEMENT
 SCAN MULTIPLE PAGES
 PAYABLES BATCH CREDIT CARD PAYMENT OPTION
 CREATE A DEPOSIT FROM A CASH RECEIPTS BATCH AUTOMATICALLY
 GET A REPORT WHEN IMPORTING BUDGETS WITH INVALID ACCOUNTS
 IMPORT AND EXPORT SMARTLIST FROM SMARTLIST DESIGNER
 WORD TEMPLATES FOR BATCH APPROVAL (GL, PAYABLES,
RECEIVABLES)
 WEB CLIENT NOW INCLUDES SUPPORT FOR MULTIPLE DEVICES AS
WELL AS USING MULTIPLE WEB BROWSERS.

11. Page 10
GP2016 INTEGRATION WITH POWER BI

12. Page 11
WORKFLOW FUNCTIONALITIES
 Supports multiple approvers based on steps including $ level approver
 Alternative approver
 Delegation
 Escalation

13. Page 12
WORD TEMPLATE FOR WORD APPROVAL
 There is default Word template for the edit list report for:
 GL batch
 Payables batch
 Receivable batch

14. Page 13
SMARLISTS
Export and import smartlist objects between different GP environments

15. Page 14
MULTIPLE PAGE SCAN
As long as you have a feeder type or other scanner capable of scanning multiple pages

16. Page 15
GP2016 R2- OCT 2016 RELEASE
 PowerBI in web client home page
 Make smartlist designer smartlist available in advanced lookups
 Smartlist favorite protection
 Show user name in message “batch is being edited by another user”
 Intercompany bank transfers
 GL distribution line to open expanded

17. Helping Great Organizations Thrive
Thank You!!