More. 1. Explore GP with Area Pages 2. Brighten Things Up with Red Required Fields 3. Clarify Processes with Window Notes 4. Speed Things Up with.

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Presentation transcript:

More

1. Explore GP with Area Pages 2. Brighten Things Up with Red Required Fields 3. Clarify Processes with Window Notes 4. Speed Things Up with Quick Links 5. Improve Organization on the Navigation Bar

6. Use List Views for powerful filtering of Trial Balances 7. Get New Benefits from User Classes 8. Take Control with User Classes and Smartlists 9. Open windows on Startup with the Shortcut Bar

12. Correct entries that didn’t originate in the GL 13. Control Entry with Allow Transaction Entry 14. Gain Audit Control with Posting Numbers 15. Avoid Budget accidents with the Preliminary button

12. Correct entries that didn’t originate in the GL By default entries not originating in GL can’t be changed with GL correction entry This is controlled with a setting in General Ledger Setup “voiding/correcting of subsidiary transactions” 13. Control Entry with Allow Transaction Entry Force sub ledger entries by preventing journal entries to certain accounts like AR and AP Cards->Financial->Account, Key or Lookup Account Uncheck Allow Account Entry 14. Gain Audit Control with Posting Numbers Turn on Posting Numbers for a second GL transaction numbering scheme These numbers are “gapless” for better audit reporting Setup->Company->Company, Options. Check “Enable Posting Numbers in General Ledger” Select to reset by year or period below These numbers will now appear on posting reports throughout the system including as a option in Smartlists 15. Avoid budget accidents with the Preliminary button Clicking Preliminary BEFORE making changes gives you a chance to discard changes, otherwise your options are save and delete – clicking delete will remove the entire budget

16. Make budget backups by exporting to Excel 17. Get Complete Transactions with Taxes in Journal Entries

GL – Intermediate Details 16. Make budget backups by exporting to Excel Keeping a backup lets you easily restore. Cards > Financial > Budgets. Select the budget, click the Excel button and choose Export. Save your backups in a secure location. 17. Get Complete Transactions with Taxes in Journal Entries GL supports adding taxes to transactions but it’s not turned on by default Turn it on in Tools->Setup->Company->Company. Click Options. Check “Calculate Taxes in General Ledger”

18. Change up Payables with the Edit Check Batch window 19. Speed lookups by moving Closed POs to History 20. Improve Reporting by Properly Closing a Purchase Order

Purchasing and Inventory – Basic Details 18. Change up Payables with the Edit Check Batch window The new Edit Check Batch window in GP 10 provides another way to adjust AP check batches. Purchasing page > Transactions > Edit Cheque Batch 19. Speed Lookups by Moving Closed POs to History Closed purchase orders do not move to history automatically. This should be part of your month end procedures. Tools>Routines>Purchasing>Remove Completed Purchase Orders. 20. Improve Reporting by Properly Closing a Purchase Order Users often change the quantity in a P.O. Line rather than put the un-received difference in Quantity Canceled This result in incorrect statistics when reviewing vendor performance Quantity Cancelled should be entered instead to properly understand how well a vendor is performing

21. Move Things Around with In Transit Inventory Transfer 22. Improve Reporting with Purchasing Control Account Management

Purchasing and Inventory – Intermediate Details 21. Move Things Around with In Transit Inventory Transfer New in version 10, In-Transit Inventory provides a mechanism to move Inventory between company sites Allows Transfer documents, site receiving and shipment tracking via web and prevents sale during transfer Transactions->Inventory->In-Transit Transfer Entry 22. Improve Reporting with Purchasing Control Account Management Purchase Control Account Management allows for the temporary allocation of Accounts Payable to a segment of the chart of accounts. Usually this represents a department or division. This is followed by an automatic reversal after month end Allocation is based on the expense accounts for open AP This is a Routine that is run at a regular interval like month end account.html account.html

23. Improve Transparency by Showing Payment Accounts

Purchasing and Inventory – Intermediate Details 23. Improve Transparency by Showing Payment Accounts When applying payments as part of an AP or PO related transaction, the payment accounts are rolled up There is a setting that doesn’t roll up the accounts and makes the transaction easier to understand To Activate go to Tools->Setup->Company->Company and check “separate payment distributions”

24. Prevent Errors with DocDateVerify 25. Smooth Accounts Payable with Scheduled Payments 26. Release Allocated Inventory with Reconcile

Purchasing and Inventory – Advanced Details 24. Prevent Errors with DocDateVerify Free DocDateVerify utility from MS prevents subledger entry to non-existent fiscal years. Contact MS or your Partner for a copy. 25. Smooth Accounts Payable with Scheduled Payments. Schedule payments can be used to setup regular payments with or without interest for things like loans and leases Release Allocated Inventory with Reconcile Run for one item or all at month / year end to adjust allocated quantities where source document has been removed Inventory page > Utilities > Reconcile

27. Clean up Customer Accounts with Write Off Documents 28. Control Inventory by Preventing the Sale of Discontinued Items 29. Speed Up AR Aging by NOT Printing the Report

Sales – Basic Details 27. Clean Up Customer Accounts with Write Off Documents Sales page > Routines > Write Off Documents Choose Underpayment or Overpayment and set a write off limit Debit or credit document is created and applied to the outstanding transactions 28. Control Your Inventory by Preventing the Sale of Discontinued Items Discontinued items can be sold until gone by default Typical advice is to write off items to prevent sale if necessary A setting can prevent the sale of discontinued items without writing off the items Turn it on at Tools->Setup->Sales->Sales Order Processing, Options, Uncheck “Allow Sales of Discontinued Items” in the bottom grid area Speed Up AR Aging by NOT Printing the Report AR Aging is a routine run at regular intervals Turning off the option to print the report after aging can significantly speed up the AR Aging process

30. Speed Up Collections Management with Paid Transaction Removal

Sales – Intermediate Details 30. Speed Up Collections Management with Paid Transaction Removal With a large number of open transactions, the Collections Management windows can bog down and move slowly The only solution is to run the Paid Transaction Removal routine Run the Paid Transaction Removal Routine in Project Accounting first (if applicable) then in AR Paid Transaction Removal moves paid transactions from Open to History. It does not delete data

31. Deposit Non-Receivables cheques using Enter Receipt

Bank Reconciliation 31. Deposit Non-Receivables cheques using Enter Receipt Use for GST refunds, product rebates Entering as a Receipt lets you include the item in your bank deposit Makes bank reconciliation easier! Transactions > Financial> Bank Transactions > Enter Receipt

32. Ease Training with Checklists

Canadian Payroll 32) Ease Training with Checklists Create checklists for payday, monthly, yearly, ROE generation and more When you use the checklist it timestamps the entry Tools > Routines > Payroll Canada > Checklists

33. Distribute FRx Reports Directly as Excel Files for Greater Compatibility 34. Control Smartlist printing with Column widths 35. Quickly Hide Multiple Report Writer Fields with the Properties box

Reporting – Basic Details 33. Distribute FRx Reports Directly as Excel Files for Greater Compatibility In FRx on the Output Tab, Output options, change the default FRx Drilldown Viewer to Formatted Excel 34. Control Smartlist printing with Column widths The width of the column on screen in a Smartlist controls the width on the printed page. Shrink these to fit for printing Quickly Hide Multiple Report Writer Fields with the Properties Box It is always recommended to hide fields instead of deleting them Select the fields you want to hide by holding the Ctrl key and clicking each field Change the Visibility property in the Properties box by double clicking

36. Get Reporting Flexibility with Excel Report Builder 37. Improve Custom Report Writing with a Table Reference

Reporting – Intermediate Details 36. Get Reporting Flexibility with Excel Report Builder If you like the new live Excel reports, you can build your own with Excel Report Builder Tools->Smartlist Builder->Excel Report Builder Setup tables and fields Click Publish to create report, connector and set permissions Improve Custom Report Writing with a Table Reference Determining the appropriate tables for Dynamics GP can be time consuming using standard GP resource definitions Use our Excel based Table Reference instead

38. Get Free Spell Check Functionality In Dynamics GP 39. Personalize Internet Options with Internet User Defined fields

Customizations – Basic Details 38. Get Free Spell Check Functionality In Dynamics GP WillowWare, a 3 rd party vendor, offers free spell check functionality for Dynamics GP This is a CNK file so it’s an easy install Registration required Personalize Internet Options with Internet User Defined fields The titles for Internet User Defined fields can be changed globally This allows the use of more than one or web address throughout the system Tools->Setup->Company->Company, Click “Internet User Defined”

40. Make Logging on Easier with a Caps Lock is On Warning (VBA) 41. Control Licensing By Preventing Users from Logging In To Multiple Companies (VBA) 42. Reduce Errors with Colored Backgrounds Per Company 43. Resolve issues by turning off Outlook connections

40. Make Logging On Easier with a Caps Lock is On Warning(VBA) Microsoft offers an unsupported VBA add on that will notify a user if Caps Lock is on during login Control Licensing By Preventing Users from Logging In To Multiple Companies (VBA) David Musgrave of Microsoft has provided unsupported VBA code designed to prevent users from logging in more than once This reduces the number of licenses in use at one time to help control costs logging-into-multiple-companies-example.aspx logging-into-multiple-companies-example.aspx 42. Reduce Errors with Colored Backgrounds Per Company Unsupported add in from Microsoft, the Support Debugging Tool offers an option to change the background color of Windows based on the company. Useful to ensure entry in the correct company Support Debugging Tool is available only via the partner at no cost build-11-released.aspx build-11-released.aspx 43. Resolve issue by turning off Outlook connections As great as the Outlook connection is, some companies want to turn it off. It can be turned off with the Customize This Page link on the Home Page

44. Understand Security With Information About the Default Security Roles 45. Troubleshoot Security Issues with the Security Profiler

Security – Intermediate Details 44. Understand Security With Information About the Default Security Roles There is a document which lists all the default GP Roles and descriptions of how they are used It provides a great starting point for working with security Download it here: Troubleshoot Security Issues with the Security Profiler Part of the Support Debugging Tool Provides additional security information including who has what access to what window Tools->Support Debugging Tool->Debugger->Security Profiler ->Tools- >Start Manual Logging Open Forms or Objects and review in Security Profiler Window Drill Deeper with Security button tool.aspx tool.aspx

46. Get Group Help with Social Media – Blogs, Twitter, Facebook, YouTube - The Official Blog of Dynamics GP Search YouTube for Dynamics GP 47. Watch Your Way to Greatness with CustomerSource Online Training Videos 48. Tackle the forums for help

Support – Basic Details 46. Get Group Help with Social Media – Blogs, Twitter, YouTube Social Media sites provide additional avenues for support and learning 47. Watch Your Way to Greatness with CustomerSource Online Training Videos Login to CustomerSource Visit Training and Certification on the left Select eLearning Tackle the Forums for Help

49. Use Screen Shot Capture and from the Support Debugging Tool for Precision Help 50. Show Security Details when access is denied.

Support – Intermediate Details 49. Use Screen Shot Capture and from the Support Debugging Tool for Precision Help Support Debugging tool provides screen capture and functionality Click the Camera Icon installed with the debugger Choose whether to include certain system files Optionally for support Show Security Details when access is denied Support Debugging Tool provides an option to display security details when access is denied.