GP Top Featues

General Ledger

• Use the Correct Journal Entry Screen

to fix an errant entry

• Use the Correct Journal Entry Screen

to duplicate a good entry

• Use a Smartlist to check your Posting

Types prior to year end

• Reconcile the bank account daily

iSIGHT 2008

Sales

• Stock Status for balancing regardless

of your Inventory method.

• Use comments without ID's

• Map It!

• Review your customer terms

iSIGHT 2008

System

• Make sure that security is really on

• Get help on a field

• Delete Auto Fill errors

• Schedule backups from within GP

iSIGHT 2008

Tips by Version

Prepayments

Track Prepayments

Create Checks

Track the Accounting

SQL Server 2SQL Server 1

SQL Server

Multi-Tenancy

DYNAMICS1

Company A

Microsoft Dynamics GP 2013

DYNAMICS2

DYNAMICS DYNAMICS

Company A Company B

Company B

Microsoft Dynamics GP 2010

Multi-Select Serial Numbers

Save Time

Be More Productive

Document Attach

CleanerAttachments

Select Printer at Time of Print

Find money with Cash Flow tools in Microsoft Dynamics GP

Dynamics GP 2013

Document Attach 2.0

Document Attach 3.0

Email based on Document Type

Ribbons on Desktop

Freshen desktop

client UI

Include ribbons

on all forms

Specified by User

Checkbook ID’s on Cash Receipt

Fixed Assets Default Asset ID from Asset Class

Reverse GL Year End Close

Assign Item to Multiple Sites

Default Sort Order for Checks

Copy and Paste to GL

Print Remaining Docs for E-Mail

Take Company Offline

Payroll Check Date Sort

Vendor Combiner & Modifier

Reconcile Bank w/o Marking Transaction

Gain reporting room by double-clicking SmartList headers

Dynamics GP 2015Rethinking how software works

• Copy home page settings and content to other users

• Copy area

page settings

to other users

Copy home page and area page

• Log into

Microsoft

Dynamics GP

web client

using

organizational

account

credentials

(Azure

account) or

Windows

account

Web client identity management

• New

navigation list

for

management

report reports

• Open

management

report reports

from within

Microsoft

Dynamics GP

Navigation to management reporter

Understand inventory movement with Reason Codes

• Able to view intercompany

transactions with the

intercompany journal entry

inquiry

• When void intercompany

transactions will create void

entries in all companies

Intercompany enhancements

• Project

employee

expense report

and project

timesheet entry

replace all of

the functionality

of both

business portal

T&E and PDK

Project employee expense report

• An employee

can view or print

their paystubs

from the

paystubs

navigation list

Employee paystubs

• Navigation list for

HRP workflow

approvers

• Displays all

workflow tasks

assigned to user

for HRP

workflows

• Complete

workflow actions

across

active workflows

Human resources and payroll approval nav list

• Due date option using

transaction date

• Add days to due date

• Additional due options

• Additional discount options

• Options: next month,

months, month/fay and

annual

Payment terms additions

• Email historical

payables

remittances

• Edit email for

historical

receivables

statements

• Edit email for

historical sales

documents

• Edit email for

historical purchase

orders

Edit email for historical documents

Control purchasing

with new Requisition

features

Dynamics GP 2016

Numbers exported from Excel will be formatted as a number, not text

Export numbers to Excel formatted as Numbers

New part on Home Page to display Power BI Reports

View all related sales documents for a single transaction in one window

Accessible from Customer Maintenance, many sales inquiry windows, navigation lists and the home page

Prepayment amount on purchase orders can now include Taxes, Freight and Miscellaneous

Entire PO amount can be included in the prepayment

Use the Document Attachment feature in PTE Employee Expenses and Employee Expense Entry

Header and line attachments such as receipts can now be added to an employee expense

Attachments will flow from PTE to Project Accounting to Payables

Project Number and Cost Category ID fields available in Purchase Requisition Entry window

Requisitions with project and cost category can still go through workflow process

Project and cost category will flow to Purchase Order

When importing a budget from Excel, an exception report will print displaying accounts that aren’t setup in Dynamics GP

Budget Import Exception Report

Option for a computer check batch to be paid by credit card

The credit card payment will create an invoice for the credit card vendor

A remittance form will print to show the invoices paid

Payables credit card payment

• Two new options for what happens when step conditions are not met:• Continue to next step

• Reject

• Email notifications can be sent to the new approver for: Delegation

Escalation

Alternate Approval

Workflow Batch Approvals now have a default Word template for the edit list for• General Ledger Batches

• Payables Batches

• Receivables Batches

Can be emailed to approver for complete information before approving

When using the Scan functionality in Document Attachment, multiple pages can now be scanned

Document feeder option

Formatted as .tiff files

Support named user licensing for the Self Service User Type

Ability to define end points for the service

View GP data with any tool that supports OData feeds

OData Service

HTML Web Client