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explore engage elevate September 25, 2014 Microsoft Office Plaza EBC Kansas Chapter Meeting Microsoft Dynamics GP User Group (GPUG®) Tweet today’s meeting: #GPchapter[STATE ABBREVIATION] (ex: #GPchapterNJ)
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exploreengage elevate Casual event, feel free to contribute We are all volunteers, enjoy and step up Bathrooms are located #### Coffee Service is in the back Make sure to sign in so we have attendance Housekeeping Tweet today’s meeting: #GPchapter[STATE ABBREVIATION] (ex: #GPchapterNJ)
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exploreengage elevate Agenda 8:30Welcome & Introductions 9:00 GPUG News & Chapter Business 9:30See You in St. Louis? GPUG Summit Preview 10:00Networking Break 10:15Going Paperless with doc-link 11:15Effective use of Accounts Payable 12:00Roundtable Discussion 12:30End of Meeting Join us at Fox & Hound for Lunch & Networking!
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exploreengage elevate Earn CPE Credits on Select Topics at Chapter Meetings! Eligible sessions will be noted with an “*” on future invitations. This is a self-reporting option, you are responsible to meet state requirements. For Questions, Contact Whitney@GPUG.com National Registry Statement As set forth in the National Registry Sponsor Agreement, the National Registry statement must be used in its entirety and without alteration, in promotional and other materials distributed to prospective course participants.
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exploreengage elevate Company Role in Company What inspired you to attend today’s meeting? Name Most desired topic for future meetings Welcome & Introductions
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exploreengage elevate The What Connect. Learn. Share. We’re a little over 4,800 Dynamics GP users who get together and chat all about GP virtually or at in person events, like this one. It’s a really big conversation you probably shouldn’t miss out on. You’ll probably learn something great, apply it to your organization, and be treated like a super hero. The When Call Bob Buresh, he’s a great guy as well as the GPUG Membership Manager. 877.324.8880 x1448 bob@gpug.com
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exploreengage elevate Be a part of something really great. FACT: The most successful chapters have strong leadership teams installed. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. IMPACT: Chapter Leaders have significant reach within the Dynamics GP Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader and email GPUG Chapter Coordinator, Whitney Derks: whitney@gpug.com
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exploreengage elevate Chapter Leadership Roles Chair Person Oversees delivery of and facilitates Chapter Meetings Serves as a point person to GPUG and represents the chapter Communicates final agenda, location, schedule and other items needed to execute the meetings Helps find and selects subject matter experts who can help present Oversees survey/feedback/continuous improvement of their chapter Provides feedback to GPUG on topics, presenters, member participation Participates in GPUG Chapter Leadership calls and training when possible Co-Chair Person Will assist in sharing duties with Chair Person
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exploreengage elevate Chapter Leadership Roles Vice Chair for Membership Oversees chapter membership roster for accuracy and completeness Welcomes attendees, updates attendance reports and submits to GPUG Generates creative ideas to drive User and Partner attendance Participates in GPUG Chapter Leadership calls and training when possible Vice Chair for Communication Oversees communication to members at a local level via GPUG Collaborate, social media, etc. Assists in driving attendance by utilizing the GPUG membership directory, partners, ISVs Document activities of meetings, presenters and topics and record Chapter history Submits summary of meeting for GPUG Magazine (photos are great) Participates in GPUG Chapter Leadership calls and training when possible
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October 14-17, 2014 America’s Center – St. Louis, MO Pre-conference Training - Oct 13-14 Learning Experience Learning Focused, interactive sessions offer valuable content for all Microsoft Dynamics® GP users, no matter your product version or experience level. Networking Experience Networking Benefit from the real-world expertise of others in your role, your industry, or with similar goals. Together Experience It Together There’s more to GPUG Summit than one person can soak in alone - attend with your teammates and go home with actionable solutions and ideas! gpugsummit.com gpugsummit.com
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exploreengage elevate 14 Reasons to Attend GPUG Summit 2014 14. It’s the only Microsoft Dynamics® GP conference designed and led by users… for users…Discover how other Dynamics GP professionals in every role and level of expertise have overcome the challenges you face every day. 13. Over 150 educational breakout sessions and group discussions, many led by fellow Dynamics GP users, to help you realize the true potential of your Dynamics GP investment. 12. Got questions? Bring them along. You’ll get answers to your questions, solutions to your issues and practical ideas you can implement right away! 11. Interactive learning at its best…. Take part in lively group discussions, engaging roundtables and spirited give-and-take with others who use Dynamics GP in their roles. 10. A focus on the technology you’re using right now—no matter which version you’re using—so you get maximum value from your system.
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exploreengage elevate GPUG Summit 2014 9. An opportunity to make your voice heard! Share feedback about Dynamics GP and suggestions for future releases with Microsoft staff. 8. Outstanding pre-conference training from GPUG Academy. Choose from full- or half-day instructor-led courses to increase your Dynamics GP knowledge and skills. 7. Thought-provoking, inspiring keynote presentations. (If you attended GPUG Summit 2013, you know exactly what we’re talking about!). 6. Plentiful networking opportunities, so you can share best practices long after your GPUG Summit 2014 experience is a distant—yet happy!–memory. 5. It’s an outstanding value! And as a GPUG Premium Member, you enjoy a substantial discount on attending GPUG Summit 2014. (Not yet a Premium Member? Here’s how to become one.)Here’s how
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exploreengage elevate GPUG Summit 2014 4. Tap into the experience of around 800 attendees across a range of roles and organizations, representing thousands of years of combined Dynamics GP knowledge. 3. Distinct learning tracks so you can focus on what’s most important to you. 2. A great event in a great city! St. Louis boasts a revitalized downtown, fine dining, outstanding nightlife, easy access, and dazzling attractions. 1. It’s the ultimate learning and networking experience for Dynamics GP users, helping you unlock the value of your Dynamics GP investment!
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exploreengage elevate Next Meeting? Date: November 20, 2014 Time: 8:30 – 12:30 Place: Microsoft Office Topics: Tweet today’s meeting: #GPchapter[STATE ABBREVIATION] (ex: #GPchapterNJ)
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exploreengage elevate Join our Chapter Community today to receive updates and access to the content library with presentation materials.
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exploreengage elevate Networking Break See you back here in 15 minutes!
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exploreengage elevate Enterprise Efficiency Go Paperless with doc-link Presented by: Scott M Hall
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explore engage elevate Authored by Paul Layton, Tribridge
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exploreengage elevate Agenda Definition of Efficient Use of AP. High Speed Data Entry Preparing the GP Purchasing Module. Understanding and Building Navigation List Prepare and Use of Vendor Letters Reports, Lists and Graphs. Preview the New Document Attachment Screen. Check Selection Voids and Edits
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exploreengage elevate Efficient Use of AP The fast and accurate entry of a certain volume of invoices to allow the management and payment of an organizations liabilities. Batch Preparation. Heads Down! Hands on the keyboard Use of Tab Sequences Use of Hot Keys Use Default Information Where is that Account Number Coming From?
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exploreengage elevate Tab Sequences Tab Sequence for the Transaction Entry Screen:
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exploreengage elevate Hot Keys
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exploreengage elevate Master Files Very little is required for a Vendor Master Files:
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exploreengage elevate Master Files This impacts the amount of information that will default to transactions.
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exploreengage elevate Default Accounts
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exploreengage elevate How do Accounts Default? GP Works from Micro to Macro. For Payables Transactions Transactions Overrides Vendor Accounts Posting>Posting Accounts>Purchasing
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exploreengage elevate Payables Setup Options
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exploreengage elevate Setup and Use of Navigation List
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exploreengage elevate Vendor Letters
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exploreengage elevate Reporting SmartList GP Canned Reports Excel Reports SSRS Reports KPI Reports
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exploreengage elevate Document Attachments Scan
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exploreengage elevate Check Selection
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exploreengage elevate Requirements for EFT Selection: Checkbook must be setup for EFT Only Vendors with EFT Setup will be Selected You must select EFT Payments First
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exploreengage elevate Check Selection Multiple Check Selection Options, Sort Options (To be defaulted in 2013 R2) Automatic Application Options
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exploreengage elevate Edit Checks (A Favorite Screen)
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