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.
Financial best practices (webkit invoices, bank & reconcile, credit control, ...Odoo
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Microsoft Dynamics GP 2015 | 15 Reasons to Upgrade to Microsoft Dynamics GP 2015TGO Consulting
Find out why you should upgrade to Microsoft Dynamics GP 2015!
Learn more about Microsoft GP and Microsoft Dynamics GP 2015 with TGO Consulting - Experts in Business and Financial Solutions.
TGO Consulting has been helping companies since 1988, enabling them to move their businesses forward through the implementation of financial and business solutions.
Contact Information:
Website: www.TGO.ca
Email: info@TGO.ca
Office Phone: 905 470 6830
Erp stream step 1 upgrade to msdyngp 2015 - m-hance three steps to microsof...m-hance
m-hance: Three Steps to Success Event took place in Central London on 12th May 2015 and attended by our Microsoft Dynamics experts and customers looking to see how their ERP and CRM software can help them exceed business objectives. The event was delivered across 2 separate streams: a Microsoft Dynamics GP stream for finance professionals; and a Microsoft Dynamics CRM stream for marketing/support managers.
This document provides summaries of how SharePoint can help organizations in various areas. It discusses how SharePoint allows people to work together by storing and organizing content in one central place that can be accessed from anywhere. It provides examples of how SharePoint supports collaboration through features like project planning, syncing information, and finding answers. The document then summarizes several scenarios where SharePoint can help with tasks like onboarding new employees, sharing knowledge across an organization, engaging customers through websites and portals, and aligning sales and marketing teams.
What are the best reporting tools for Microsoft Dynamics GP? This presentation looks at the current tools available for Dynamics GP.
We are Microsoft Certified Gold Partners and specialize in Microsoft Dynamics GP.
www.TGO.ca
info@TGO.ca
905 470 6830
Microsoft Dynamics GP 2015 introduces new features across financials, distribution, HR/payroll, and companion apps. Key enhancements include expanded workflows to streamline approvals, single sign-on through Azure Active Directory, a service-based architecture to lower costs and speed up app development, and enhancements to financials, distribution, invoicing, and HR/payroll employee self-service functions. The presentation also highlights discounts on GP and upcoming events.
Financial best practices (webkit invoices, bank & reconcile, credit control, ...Odoo
This document discusses several financial best practices and modules for OpenERP/Odoo. It recommends modules to add constraints, improve invoice encoding, generate bank statement imports, improve reconciliation, create financial reports, and automate credit control reminders. It also discusses removing the account_voucher module in favor of direct reconciliation for performance.
The document discusses several upcoming financial improvements to OpenERP including new WebKit-based financial reports that are faster and more accountant-focused, a module to calculate unrealized currency gains and losses, and a new financial consolidation module to automate consolidation of subsidiaries' financial data into a holding company.
Microsoft Dynamics GP 2015 | 15 Reasons to Upgrade to Microsoft Dynamics GP 2015TGO Consulting
Find out why you should upgrade to Microsoft Dynamics GP 2015!
Learn more about Microsoft GP and Microsoft Dynamics GP 2015 with TGO Consulting - Experts in Business and Financial Solutions.
TGO Consulting has been helping companies since 1988, enabling them to move their businesses forward through the implementation of financial and business solutions.
Contact Information:
Website: www.TGO.ca
Email: info@TGO.ca
Office Phone: 905 470 6830
Erp stream step 1 upgrade to msdyngp 2015 - m-hance three steps to microsof...m-hance
m-hance: Three Steps to Success Event took place in Central London on 12th May 2015 and attended by our Microsoft Dynamics experts and customers looking to see how their ERP and CRM software can help them exceed business objectives. The event was delivered across 2 separate streams: a Microsoft Dynamics GP stream for finance professionals; and a Microsoft Dynamics CRM stream for marketing/support managers.
This document provides summaries of how SharePoint can help organizations in various areas. It discusses how SharePoint allows people to work together by storing and organizing content in one central place that can be accessed from anywhere. It provides examples of how SharePoint supports collaboration through features like project planning, syncing information, and finding answers. The document then summarizes several scenarios where SharePoint can help with tasks like onboarding new employees, sharing knowledge across an organization, engaging customers through websites and portals, and aligning sales and marketing teams.
What are the best reporting tools for Microsoft Dynamics GP? This presentation looks at the current tools available for Dynamics GP.
We are Microsoft Certified Gold Partners and specialize in Microsoft Dynamics GP.
www.TGO.ca
info@TGO.ca
905 470 6830
Microsoft Dynamics GP 2015 introduces new features across financials, distribution, HR/payroll, and companion apps. Key enhancements include expanded workflows to streamline approvals, single sign-on through Azure Active Directory, a service-based architecture to lower costs and speed up app development, and enhancements to financials, distribution, invoicing, and HR/payroll employee self-service functions. The presentation also highlights discounts on GP and upcoming events.
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Utilizing the Reporting Capabilities of The Financial EdgeBlackbaud
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Does the prospect of going through a financial statement audit scare the heck out of you? Wouldn't it be nice to know exactly what auditors will be asking and expecting from you — BEFORE they arrive — and be ready with everything they need? Wouldn't it be cool if you could easily give them everything right from within your QuickBooks file?
We are very excited to have Gregg Bossen, a CPA specializing in auditing nonprofits and president of QuickBooks Made Easy for Nonprofits, present this one-of-a-kind and highly requested webinar! Gregg's firm audits over 30 nonprofits a year!
In this must-see session, we will cover:
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- How to generate audit items quickly and easily right from QuickBooks
- How to attach copies of grant agreements and bills from vendors right into QuickBooks
- Understanding what an auditor typically asks and what answers we are looking for
- Best practices for internal controls
- Any questions you've always wanted to ask your auditor but were afraid to for fear of creating a problem
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2014 Year End Closing for Microsoft Dynamics GPTGO Consulting
The document provides guidance on year-end close procedures for various Microsoft Dynamics GP modules including Inventory, Receivables, Payables, Fixed Assets, Analytical Accounting, and General Ledger. It outlines when the close should be done, what the process does, the steps to take, and important points to remember. Key knowledgebase articles are referenced for more details on each module's specific close process.
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Honeybook doesn't align perfectly with your business needs? Let us help you find a suitable alternative for your company's operational efficiency and success. This blog post delves into top Honeybook alternatives in 2024, providing a comprehensive guide for businesses seeking the best fit for their unique business requirements.
Dashboards are very Important for any organization to know the real-time data on the process,
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reports. Dashboards in CRM help the organization to understand the overall performance on a
real-time basis by consolidating the data and giving the result which would be faster and with
accurate analytics.
This document provides an overview of how Amway Corporation implemented flex accounting in their JD Edwards EnterpriseOne system to better track manufacturing variances across multiple plants. Flex accounting allows the business unit and subsidiary fields to be customized for accounting transactions, enabling variances to be tracked by individual work areas. The presentation covers the setup requirements, configuration, and process for flex accounting which includes item master setup, populating a flex field, processing work orders, entering actual costs and completions, running accounting programs, and calculating variances. Implementing flex accounting provided benefits over alternative solutions and allowed for improved visibility and management of variances.
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Business plan revised and new financial figures for a leaner model - leading to an improved presentation, introducing the founder and the revolutionary technology and clarification on projected figures.
This document provides an overview of how Amway Corporation implemented flex accounting in their JD Edwards EnterpriseOne system to better track manufacturing variances across multiple plants. Flex accounting allows the business unit and subsidiary fields to be customized for accounting transactions, enabling variances to be tracked at a more granular work area level. The presentation walks through the setup of flex fields, configuration of the system, and processing of work orders and journal entries to calculate variances by plant and roll them up. Implementing flex accounting provided improved visibility and management of variances without needing separate branch plants.
Unleash the Power: Marketo & Microsoft Dynamics IntegrationsBedrock Data, Inc.
This webinar discusses the limitations of using the native Marketo-Dynamics CRM connector and provides 7 reasons to use a specialized integration platform instead. The native connector does not prevent data duplication or enable workflow management between the systems. A specialized platform provides bi-directional syncing to prevent duplicates, pushes tasks as closed in Dynamics, uses actual field names for lookups, and allows managing workflows without involving CRM admins. It also supports multiple instance types and dedicated support for the integration. Attendees are polled about next steps like a demo or attending a future webinar for a deeper dive on Bedrock Data's specialized integration platform.
This progress report summarizes the status of a project to implement various business applications using Odoo. It provides details on timelines, budgets, scope, deployments, and user adoption. The key applications deployed include purchase, stock, and sales. Accounting is still in progress, with invoicing ready but banking still in progress. Marketing has been postponed and HR cancelled. User adoption varies from efficient to at risk. Lessons learned focus on collaboration and process. Potential next steps highlighted include turning paperless, automating billing, and improving recruitment tools.
Microsoft Dynamics NAV Year-End Processing ChecklistJohn Stucky
This document provides guidance on period-end close processes in Microsoft Dynamics NAV. It lists tasks to complete for key areas like general ledger, sales/receivables, purchases/payables, fixed assets, intercompany transactions, VAT/intrastat, manufacturing, and inventory. These include posting all transactions, reconciling accounts, running reports, and specifying posting date ranges. The document emphasizes performing tasks for subsidiary areas like manufacturing and inventory before closing the general ledger period.
1C Drive SA. Rise SA Business Solutions Ilia Shikhov
We are launching a game-changing cloud-enabled business management system in South Africa that has transformed and simplified SMMEs worldwide.
I'd like to meet with you to hear about your business needs and requirements.
In return, you will get a free LIFETIME licence of this innovative and easy-to-customize business solution that is tailor-made for manufacturing companies 1C:Drive
BIN-ITPD-2100.04c User Reference Manual FI Module BankingSheila Andaya
This document provides a training manual for banking functions in SAP, including:
1. Creating and maintaining bank master data records using transaction codes FI01, FI02, and FI03.
2. Performing daily payment runs using transaction code F110 to generate payment proposals from payable vouchers.
3. Generating check vouchers using transaction code ZFICV_H and payment files using transaction code ZFI_R001 to interface with the bank.
4. Recording petty cash journal entries using transaction code FBCJ to reimburse expenses.
The document outlines the steps, prerequisites, roles and responsibilities for each banking process in 3 sentences or less.
Join us for our free presentation where we'll explore how to protect your Microsoft Dynamics GP and Infrastructure 365 by leveraging Backup and Disaster Recovery tools in Microsoft Azure. A must see if you are an infrastructure 365 or GP customer!
During the session, you will see:
Basic must-haves to protect your data
Common pitfalls to avoid
Azure tools to assist with protecting your data
Data backup
Site Recovery
Features and scenarios
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This document outlines a training presentation on generating and analyzing SAP R/3 reports for account receivables. The agenda includes an introduction to customer master data, key account receivables reports like the customer open line item display and customer balance display, and other available reports. The objectives are to learn how to generate and analyze SAP R/3 reports for account receivables and understand the significance of these reports for functions like collections, dunning, refunds, and account statements.
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Does the prospect of going through a financial statement audit scare the heck out of you? Wouldn't it be nice to know exactly what auditors will be asking and expecting from you — BEFORE they arrive — and be ready with everything they need? Wouldn't it be cool if you could easily give them everything right from within your QuickBooks file?
We are very excited to have Gregg Bossen, a CPA specializing in auditing nonprofits and president of QuickBooks Made Easy for Nonprofits, present this one-of-a-kind and highly requested webinar! Gregg's firm audits over 30 nonprofits a year!
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- How to generate audit items quickly and easily right from QuickBooks
- How to attach copies of grant agreements and bills from vendors right into QuickBooks
- Understanding what an auditor typically asks and what answers we are looking for
- Best practices for internal controls
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This document provides tips and tricks for using the Banner system more efficiently. It begins with rules of etiquette for the session and then outlines an agenda covering general tips and tricks as well as financial aid specific tips. The bulk of the document lists various time-saving techniques for entering dates, parameters, reviewing output, setting defaults, searching forms, and working with population selections, views, and financial aid processes like calculating need and dataloading. The tips are presented with the goal of helping users get things done faster in Banner.
2014 Year End Closing for Microsoft Dynamics GPTGO Consulting
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Top 10 Honeybook Alternatives And Competitors In 2024.pdfInvoicera
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Dashboards are very Important for any organization to know the real-time data on the process,
management, and flow of the business. The dashboard also provides a quick snapshot of the
data in the form of a list, chart, or graphs that can be quickly analyzed to provide better business
reports. Dashboards in CRM help the organization to understand the overall performance on a
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This document provides an overview of how Amway Corporation implemented flex accounting in their JD Edwards EnterpriseOne system to better track manufacturing variances across multiple plants. Flex accounting allows the business unit and subsidiary fields to be customized for accounting transactions, enabling variances to be tracked by individual work areas. The presentation covers the setup requirements, configuration, and process for flex accounting which includes item master setup, populating a flex field, processing work orders, entering actual costs and completions, running accounting programs, and calculating variances. Implementing flex accounting provided benefits over alternative solutions and allowed for improved visibility and management of variances.
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This document provides an overview of how Amway Corporation implemented flex accounting in their JD Edwards EnterpriseOne system to better track manufacturing variances across multiple plants. Flex accounting allows the business unit and subsidiary fields to be customized for accounting transactions, enabling variances to be tracked at a more granular work area level. The presentation walks through the setup of flex fields, configuration of the system, and processing of work orders and journal entries to calculate variances by plant and roll them up. Implementing flex accounting provided improved visibility and management of variances without needing separate branch plants.
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2. Performing daily payment runs using transaction code F110 to generate payment proposals from payable vouchers.
3. Generating check vouchers using transaction code ZFICV_H and payment files using transaction code ZFI_R001 to interface with the bank.
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Site Recovery
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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)
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
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
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
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