Dynamics GP 2018 - Overview

What's New In Dynamics GP? What version are you on? Have you seen/utilize any of the new features? What features are you most in need of?

Areas of Development Focus Comprehensive Doc Attach Workflow 4.0 Enhanced ability to attach documents on most master record windows, inquiry windows and transaction entry windows.   New workflows added, including GL Account and Purchase Invoice. News workflow capabilities including copy step and reminder emails.  User Experience Optimized Financials/HRP Faster and easier ways to find data from the information stored in Dynamics GP.  Improvements and Choices for Financials and HR/Payroll experience in GP 2018. 

Comprehensive Doc Attach Document Attachment on Payables, Receivables Entry Document Attachment in General Ledger Entry Document Attachment on Employee Inquiry Document Attachment in I-9 form Display Vendor notes on Vendor Inquiry Display Customer notes on Customer Inquiry Document Attachment in Asset General Information (FA) Option to attach new documents in Inquiry windows

Allow document attachments in Inquiry windows Tools > Setup > Company > Document Attachment Setup A new option is added to the Document Attachment setup window to allow users to add documents (attach them) in the inquiry windows. Users without transaction entry abilities can make attachments Password protected Start here

Document Attachment in General Ledger Entry Document Attachment in ribbon Available in these inquiry windows Journal Entry Inquiry Transaction Entry zoom Should we do Quick Journals

Display Vendor Notes on Vendor Inquiry window Button added next to Vendor ID Notes entered in Vendor Maintenance can be accessed from the Vendor Inquiry window

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?

(Tools > Setup > Administration > Workflow Maintenance)

Copy Workflow Step Copy a step within a workflow Option to rename new step Option to include sub workflow steps Start here

Reporting for Workflow Workflow History Report available Filter by workflow type, workflow approvers, workflow status, approval date Include workflow comments on report as option Start here

AutoComplete – Web Client Ability for fields to “autocomplete” in the Web Client as they do in the Desktop Client  Start herer

SmartList favorites password Users have the option to put a unique password on Smartlist favorites.  Will allow tighter controls as each password can be different instead of a system set password. Start herer

Payables windows reference “Payments” instead of Checks Gives a broader definition to windows for different types of vendor payments: EFT, Credit Card payment etc. Start herer

Questions…