dynamics business conference 2015: microsoft dynamics gp tips and tricks
TRANSCRIPT
![Page 1: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/1.jpg)
#DYNBC15
Microsoft Dynamics GP Things to know and tips and tricks
Andrew HallClient Liaison Managerm-hance
![Page 2: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/2.jpg)
#DYNBC15
Agenda
User experience (ease of use)Utilities (what they do when to use them)
SmartlistsYear end tips (it’s fast approaching)
Resources (self help)
![Page 3: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/3.jpg)
#DYNBC15
User experience
![Page 4: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/4.jpg)
#DYNBC15
Quick Links Use quick links instead of shortcuts when using the web client…
…Especially good for smart lists located at the bottom of Admin > reports
![Page 5: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/5.jpg)
#DYNBC15
Quick links
![Page 6: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/6.jpg)
#DYNBC15
ShortcutsUse shortcuts for tasks/windows/websites you access on a regular basis
Create new folders to group specific tasks
Add Function key to most regularly used
Use the Startup folder where appropriate
![Page 7: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/7.jpg)
#DYNBC15
Shortcuts
![Page 8: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/8.jpg)
#DYNBC15
User Preferences
Set required fields to BOLD and RED
Set a value in the Remove Unused Entries field in Auto complete
Right click on incorrect auto complete entries to remove them from list
![Page 9: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/9.jpg)
#DYNBC15
User preferences
![Page 10: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/10.jpg)
#DYNBC15
Keyboard shortcut key strokes
Ctrl L = LookupCtrl 1 = HomeCtrl 2-9 = Financial, sales etc.Alt A = Transaction MenuAlt M = Microsoft Dynamics GP MenuAlt C = Cards MenuAlt E = Edit MenuAlt F = File MenuAlt H = Help MenuCtrl W = Close current WindowTab to switch between fieldsShift tab to switch backwards
![Page 11: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/11.jpg)
#DYNBC15
Posting Setup
Change print settings to save on paper and cancelling reports you don’t print.
![Page 12: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/12.jpg)
#DYNBC15
Posting Setup
![Page 13: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/13.jpg)
#DYNBC15
ChecklistsCreate your own checklists for:
DailyPaydayPeriod endMonth endQuarter endFinancial yearCalendar yearUser defined
Add in GP windows, GP macros or external tasks
![Page 14: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/14.jpg)
#DYNBC15
Checklists
![Page 15: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/15.jpg)
#DYNBC15
Account Rollups
Create account rollups for quick enquiries
Financial > Enquiries > Account rollups
![Page 16: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/16.jpg)
#DYNBC15
Account Rollups
![Page 17: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/17.jpg)
#DYNBC15
Account Rollups
![Page 18: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/18.jpg)
#DYNBC15
Smartlists
Change column namesUse Smartlists as remindersExplorerFormatCurrency=FALSE
![Page 19: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/19.jpg)
#DYNBC15
Utilities (when to use them)
![Page 20: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/20.jpg)
#DYNBC15
Reconcile
![Page 21: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/21.jpg)
#DYNBC15
Check links
![Page 22: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/22.jpg)
#DYNBC15
Year End (it’s fast approaching)
![Page 23: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/23.jpg)
#DYNBC15
Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
Remember to take a backup between each
phase
![Page 24: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/24.jpg)
#DYNBC15
Close sub ledgers
Final Adjustmen
ts
Maintenance
Reporting
Close year
![Page 25: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/25.jpg)
#DYNBC15
1. Inventory
2. Receivables management
3. Payables management
4. Fixed assets
5. General ledger
![Page 26: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/26.jpg)
#DYNBC15
Close sub ledgers
Final Adjustmen
ts
Maintenance
Reporting
Close year
![Page 27: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/27.jpg)
#DYNBC15
Close sub ledgers
Final Adjustmen
ts
Maintenance
Reporting
Close year
![Page 28: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/28.jpg)
#DYNBC15
Use General Journals
Check posting dates
1
2
![Page 29: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/29.jpg)
#DYNBC15
Close sub ledgers
Final Adjustments
MaintenanceReporting
Close year
![Page 30: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/30.jpg)
#DYNBC15
Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
![Page 31: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/31.jpg)
#DYNBC15
1. Smartlist verify Posting Account
2. Close last period
3. Checklinks (financial)
4. Maintain history
5. Setup new fiscal year
![Page 32: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/32.jpg)
#DYNBC15
Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
![Page 33: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/33.jpg)
#DYNBC15
Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
![Page 34: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/34.jpg)
#DYNBC15
1. Print final trial balance
2. Print final financial statements
3. Any other reports
![Page 35: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/35.jpg)
#DYNBC15
Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
![Page 36: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/36.jpg)
#DYNBC15
Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
![Page 37: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/37.jpg)
#DYNBC15
1. Check retained earnings
2. Set next journal number
3. CLOSE YEAR
4. Close posting periods
5. Adjust budgets
![Page 38: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/38.jpg)
#DYNBC15
![Page 39: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/39.jpg)
#DYNBC15
Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
![Page 40: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/40.jpg)
#DYNBC15
Close sub ledgers
Final Adjustment
s
Maintenance
Reporting
Close year
![Page 41: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/41.jpg)
#DYNBC15
Resources (self help)
![Page 42: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/42.jpg)
#DYNBC15
Customersource
Blue help button
Online manuals
YouTube
Blogs
Resources
![Page 43: Dynamics Business Conference 2015: Microsoft Dynamics GP Tips and Tricks](https://reader036.vdocuments.site/reader036/viewer/2022070602/587a3d2b1a28abdb1c8b75a5/html5/thumbnails/43.jpg)
© m-hance ltd 2015 m-hance.com
Andrew HallClient Liason Managerm-hance
Joining information, New Microsoft Dynamics GP User Group