Ora Goldman, CEO, Mekorma

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Presentation transcript:

Ora Goldman, CEO, Mekorma Simplify Payables Payments Mekorma Multi-Batch Management (MMM) Simplify System Administration GP Power Tools When I get to the slide showing action board— Who has a scenario something like this? Describe to everyone the process you go through to process payables payments? How often? How long does it take to create the batches? Do you get them approved? How long does it take to print, email efts remittances and post? 2.5 min to create, 5.5 min to process, 3.5 min to post Pre-demo: Have voucher trx posted in all companies Demo: Show the process of building batches Process maint Build ID maint Options (with screen display on) Build Show process of printing Options (in quiet mode) Posting GPPT Who has heard of GPPT? Who has used GPPT? Who has heard of something called Support Debugging tool? Presented by Ora Goldman, CEO, Mekorma Tweet During today’s meeting: @GPUG, #GPUGColorado, #GPUGMekorma

Mekorma Multi-Batch Management (MMM) Builds, prints and posts Payables Check and EFT batches across all checkbooks and companies from one window.

Mekorma Multi-Batch Management (MMM) Solves: Loss of Productivity Loss of Accuracy Employee Frustration

Benefits of MMM Automates AP process Reduces AP processing time Runs across companies/across checkbooks Can be run in any company Allows you to create batches automatically based on criteria Multiple types of criteria can be used to create check/EFT batches Batches are built, processed, and posted on one screen

How much time to run these batches?

Mekorma Multi-Batch Management DEMO

MMM Action Review Check Selection Requesting Approval or Printing Edit Lists Printing Checks EFT Remittance Processing Posting Generating EFT files Generating Safe Pay files

MMM Leverages Dynamics Respects all business rules for selecting, printing, posting Batches can be edited by Edit Check Batch Batches can go through Mekorma MICR approval system.

MMM Benefits Makes payables life easier Saves time Makes payables more accurate Helps you do more with less Installation is a breeze/Setup is simple Extremely affordable

Introductory MMM Pricing This is an add-on for those using Mekorma MICR Up to 20 batches a month for $50 Over 20 batches a month - Introductory Pricing of $0.99 per batch with all fees waived until 01/01/2017 All clients on product before 01/01/2017 will keep introductory price for 1 year.

MMM Q&A

GP Power Tools

GP Power Tools Demonstration Agenda Usability Enhancements Resources and Security Troubleshooting Scripting and Customization Database Maintenance

GP Power Tools Usability Enhancements Company Visual Cues Color Coding Company ID in Window Title Long Company Names Password Expiry Warning Window Inside of visible space

GP Power Tools Troubleshooting Capturing Screenshots Capturing System Logs

GP Power Tools Database Maintenance Run before your upgrade! Clean Up Dynamics Utilities Tables—e.g.phantom companies Validate Company Account Framework Fix Database Table Structure Errors Plus, run when upgrading or creating test environments! Synchronize SQL Logins and Databases

GP Power Tools Security Security Access with Security Profiler Deny Based Security

Portal Links GP Power Tools Portal http://WinthropDC.com/GPPT Support Debugging Tool Portal (Retired) http://aka.ms/SDT Note: SDT Portal still has useful information and examples Resource Information and Security Features https://blogs.msdn.microsoft.com/developingfordynamicsgp/2010/08/30/update-how-to- identify-the-security-tasks-and-security-roles-using-the-support-debugging-tool/

Blogs http://www.winthropdc.com/blog http://dyngpbeat.wordpress.com/ David Musgrave’s Winthrop Development Consultants Blog http://www.winthropdc.com/blog The Dynamics GP Geek blog (by Béat Bucher) http://dyngpbeat.wordpress.com/ Developing for Microsoft Dynamics GP Blog – retired (by David Musgrave & the Developer Support Team) http://blogs.msdn.com/DevelopingForDynamicsGP/ or http://aka.ms/Dev4DynGP