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.​

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

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

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
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• 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
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7. MULTIPLE DOCUMENT ATTACHMENTS
Page 6

8. RECONCILE TO GENERAL LEDGER
Page 7

9. INTERCOMPANY PROCESSING
Page 8

10. EMAILING ACCOUNTS RECEIVABLE
DOCUMENTS
Page 9

11. EMAILING ACCOUNTS PAYABLE
DOCUMENTS
Page 10

12. ELECTRONIC FUNDS TRANSFER
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13. ELECTRONIC RECONCILIATION
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14. WORKFLOW FUNCTIONALITIES
 Supports multiple approvers based on steps including $ level approver
 Alternative approver(s)
 Delegation
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 Delegation
 Escalation

15. MANAGEMENT REPORTER INTEGRATION
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16. ANALYTICAL ACCOUNTING
Page 15

17. INTEGRATION WITH POWER BI
Page 16

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
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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