Human resource & Payroll news you can use Terry Heley Tweet During today’s meeting: @GPUG, #GPUG<Location>, #GPUG<Topic>

Microsoft Dynamics GP Roadmap 6/3/2018 Microsoft Dynamics GP Roadmap 2014 H2 2015 H1 2017 H2 2018 H2 2019 + 2016 H1 2016 H2 GP 2015 GP 2015 R2 GP 2016 GP 2016 R2 GP 2018 GP ‘Next’ GP ‘Next’ Service Based Architecture (SBA) Functionality Identity Management 2.0 Workflow 2.0 BA on multi- platforms (Windows, Apple & Android) All in One Doc Viewer AP Inv Approval Time Mgmt App Automated Provisioning for Azure Top feature requests Enhanced user experience for Web Client Multiple browser & device support for Web Client Workflow 3.0 PowerBI: Odata 1.0 Top feature requests Power BI: OData 2.0 Home Page Refresh Web Client Evolution Top Features Requested by Customers Workflow 4.0 Doc Attach Fin/HR Optimization Power Suite Top feature requests Top features requested by customers & community Ongoing Development © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Are you on Microsoft Dynamics GP 2013?? YOU NEED TO UPGRADE  !!!! https://mbs.microsoft.com/customersource/northamerica/GP/downloads/tax-regulatory-updates/usgpye2013 https://mbs.microsoft.com/customersource/northamerica/GP/downloads/tax-regulatory-updates/usgpye2015 https://mbs.microsoft.com/customersource/northamerica/GP/downloads/tax-regulatory-updates/usgpye2016 Lifecycle https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/03/25/microsoft-dynamics-gp-2016-lifecycle-and-upgrade-services

Are you ready for year end? Change to supporting versions https://mbs.microsoft.com/customersource/northamerica/GP/downloads/tax-regulatory-updates/usgpye2013 https://mbs.microsoft.com/customersource/northamerica/GP/downloads/tax-regulatory-updates/usgpye2015 https://mbs.microsoft.com/customersource/northamerica/GP/downloads/tax-regulatory-updates/usgpye2016

Dynamics GP Tech Conference News you can use…..

News you can use…. EEO changes…yes we are on top of it Are you still tracking ACA? Are you aware of the GP Directory page? https://mbs.microsoft.com/customersource/northamerica/GP/learning/documentation/system-requirements/dynamicsgpresource#top

News you can use…. SUTA will be a breeze after you read this. Trouble with tax updates? Check this out…. Perfect for year end time, State wages match Federal? https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/01/24/everything-and-anything-you-wanted-to-know-about-suta-in-microsoft-dynamics-gp https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/05/09/tips-to-install-the-u-s-payroll-tax-update https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/06/01/my-state-wages-do-not-match-federal-or-should-they

News you can use…. Library of SmartList Designer reports NACHA compliant? Wells Fargo https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/11/30/microsoft-dynamics-gp-payroll-direct-deposit-nacha-compliant https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/06/21/microsoft-dynamics-gp-sql-views-for-smartlist-designer-to-enhance-reporting

Dynamics GP Tech Conference Employee Self Service

Customize your Home Page Microsoft Dynamics 6/3/2018 Available Balance for Payroll Thru security – disable option © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Time management Self-service user Microsoft Dynamics 6/3/2018 Self-service user Business portal time and attendance replacement Allows entering ‘time on behalf of’ Approval workflow © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Employee profile and workflow Microsoft Dynamics 6/3/2018 Employee can view and edit their employment information Address, dependents, emergency contacts and position history © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Employee skills and training and workflow Microsoft Dynamics 6/3/2018 View and maintain employee’s education and tests Employee can view skills and training history © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Employee benefits Microsoft Dynamics 6/3/2018 Employee can view their benefits with employer and employee contributions © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Employee paystubs Microsoft Dynamics 6/3/2018 An employee can view or print their paystubs from the paystubs navigation list No Social Security Number Pay period dates added © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Employee W4 and workflow Microsoft Dynamics 6/3/2018 Edit W4 information, add or change additional withholding, and update deductions With workflow, route the W4 information to the desired users Year driven by date No extra install No social security number © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Employee direct deposit and workflow Microsoft Dynamics 6/3/2018 Edit deposit information, add accounts or change the distribution With workflow, route the deposit information appropriately Stop deposit option Ability to move accounts around © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Employee W2 Employees can view and print their W2 thru self service. Microsoft Dynamics 6/3/2018 Employees can view and print their W2 thru self service. This is new with GP 2015 R2 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Terminal Server RemoteApp Rich client 6/3/2018 4:49 AM Web client Deployment options Terminal Server RemoteApp ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Microsoft Dynamics GP 2016 R2 New Features Microsoft Dynamics GP 2016 R2

Microsoft Dynamics GP 2016 R2…. New Features Microsoft Dynamics GP 2016 R2…. History Tracking of Termination and Rehires Printable W2 form with lines included!

Microsoft Dynamics GP 2016 R2…. New Features Microsoft Dynamics GP 2016 R2…. Vendor Address for PIP DIA Previously posted arrears Tax on tips added to pre posting 1099 missing for PIP

Dynamics GP Tech Conference Microsoft Dynamics 2018

Document Attachment on Employee Inquiry New button added next to Employee ID Document Attachments entered in Employee Maintenance can be accessed from the inquiry window Move to ribbon?

Document Attachment on I-9 Form Added in ribbon No corresponding inquiry window Start here

Turn off Garnishments Reports in Posting Setup Garnishments Detail Report Garnishments Summary Report Defaults as Ask Each Time Start here

Roll down payroll setup options from setup to inactive records Option to roll down changes to inactive records Pay Code Setup Deduction Setup Benefit Setup Shift Code Start here

Department Changer Allow the user to select an existing department code and modify it to a new department code All files including history tables Start here

Restrict Inactive Deduction and Benefit Codes in Lookups Per User setting Option to restrict inactive records and save  Setting for Company Deductions, Company Benefits Setting for Employee Deductions, Employee Benefits Start here

Reprint Distribution Detail Report Reprint Distribution Summary Report Human Resource and Payroll Solution Series GP 2018 Features Reprint Distribution Detail Report Reprint Distribution Summary Report Wellness/Health Insurance Integration ORM Method Roll-Down from Class Assignment Start here

Thank You! Terry Heley Escalation Engineer Microsoft Corporation Microsoft Ignite 2015 6/3/2018 4:49 AM Thank You! More than 200,000 customers worldwide Millions of active users every day Terry Heley Escalation Engineer Microsoft Corporation theley@microsoft.com Global community of customers and partners © 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.