Tips & Tricks for Dynamics SL

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Presentation transcript:

Tips & Tricks for Dynamics SL Presented by Paul James & Colleen McCoshen

System Tips & Tricks Send print preview report via e-mail New PV's - excellent way to look for batches Customize Menu Quick Print Export to Excel or Copy/Paste from Grid Attachments/Notes Required Fields Options - Grid/Number Lines

Continued System Tips & Tricks F Keys -Navigation Shortcuts Help Button Business date Vendor Sorting with @ Desktop Shortcut - Multiple Companies screens open at same time Color code Companies Tab vs. Enter between fields

Financial Tips & Tricks Sorting and Selecting in ROI - easier to understand table/field Correct Journal Transactions Screen (Reverse,Reverse/Correct,Copy) (don't use for Journals with Projects with units as the units don't reverse correctly) Hard Close Options - Flexible Batch Reports On/Off by Module Quick Queries - lots of options

Continued Financial Tips & Tricks Correct Payment Applications - Options Quick Send - PO in AP and Invoices in AR Doc Send - store documents on SharePoint instead of filing cabinet Can attach a document after the fact to a released AP/GL/AR batch Can record a voucher & hand check at the same time Recurring Journals/Vouchers/Invoices Report Control 2015 new screen to help with defaults

Continued Financial Tips & Tricks Audit trail now on changes to Employee's in Payroll (rate, deductions) Can run calculation in payroll as many times as needed New - allow negatives check box in Calculation (Payroll) Can recalculate in Review Edit Check screen in Payroll Void Payroll Check - now you don't have to enter timecard earnings again if check box is checked to Reactivate Earnings Reminder - void date of payroll check determines which 941 it will go to Net Check in payroll - works now! Use Check Sequence in payroll to allow multiple checks per run per person

Boyer Tips & Tricks Need support - please email slsupport@boyerassoc.com Visit our website frequently for great Blogs & Videos www.boyerassoc.com Follow us on Twitter Use CustomerSource User Group - SLUG Summer Training Sessions for Management Reporter 10% off Microsoft Modules/Users in May; 5% off Microsoft Modules/Users in June