2. Dynamics GP Overview

3. 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?

4. 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 s. 
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. 

5. 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

6. 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

7. 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

8. 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

9. 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?

10. (Tools > Setup > Administration > Workflow Maintenance)

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

12. 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

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

14. 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

15. 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

17. Questions…