Microsoft Dynamics GP 50 Tips
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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.
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Microsoft Dynamics GP 50 Tips
- 1. DYNAMICS GP Dynamics GP 50 Tips in 50 Minutes Tami Johnson
- 2. DYNAMICS GP Presenter Bio Tami Johnson
- 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
- 19. DYNAMICS GP Understand Account Categories
- 20. DYNAMICS GP Understand Account Categories
- 21. DYNAMICS GP Financial – Fixed Assets Tip Description 12 Easily Retire Groups of Assets 13 New Asset Reminder 14 Record Asset Custodian
- 22. DYNAMICS GP Dynamics GP 50 Tips in 50 Minutes Tip #12 – Easily Retire Groups of Assets Navigation Pane
- 23. DYNAMICS GP Easily Retire Groups of Assets
- 24. DYNAMICS GP Easily Retire Groups of Assets
- 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
- 37. DYNAMICS GP Unapply Historical Transactions
- 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
- 44. DYNAMICS GP Record Accurate Inventory 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
- 58. DYNAMICS GP Understand Distribution Types
- 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
- 73. DYNAMICS GP Support Tip Description 49 Be Heard 50 Be Informed
- 74. DYNAMICS GP Dynamics GP 50 Tips in 50 Minutes Tip #49 – Be Heard Microsoft Connect
- 75. DYNAMICS GP Be Heard
- 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