SOC 1 Type 11 Reporting

Blog

Microsoft Dynamics GP 2018 R2 Tips!

Posted by Samantha DeLaire

Nov 7, 2018

In the newly released version of GP 2018 R2, there are new features available to help you save time and your sanity!

 

Post Through – Transaction Level Posting

  • Super helpful for SOP transactions
  • You can select to allow for transaction level posting and post through General Ledger files

 

No More Hanging Batches

 

Default AP Checkbook on Payments!

  • Setting default checkbook
  • Purchasing -> Setup -> Payables

 

It Defaults on AP Batches!

 

Default Recurring Batches – Last Day

  • Monthly/ Bi-Monthly

 

Allow Partial Purchase in the PO that was initially made from a Purchase Requisition

 

Print and Email SOP document at the same time

Read More

Topics: tips and tricks, Microsoft Dynamics GP, Dynamics GP, GP 2018 R2

Dynamics 2018 GP New Features Video Released

Posted by Samantha DeLaire

Mar 9, 2018

Microsoft has just released a new video showcasing new features in Dynamics GP 2018.

GP 2018 VIDEO has released           

Requested straight from customers, new features include:

Turning off garnishment reports

Purchase order number added to the purchase requisition navigation list for procurement

Ability to roll down from setup for Payroll and Human Resource

Print and email a single statement from the customer card

Print purchase requisition 

Save select payment settings

Copy user access across analytical accounting dimension codes

Once Check per invoice vendor setting

Reprint distribution detail and summary reports

Doc attach added to more areas:

  • Receivables transaction entry
  • General Ledger transaction entry
  • Employee Inquiry
  • I-9 Form
  • (Fixed Assets) Asset general information
  • And more!

OData Version 4

GP Power BI Content Pack

Additional sorting added to

Select Bank Transaction windows

Payables Transactions Inquiry windows

Receivables Transactions Inquiry windows

Renamed Payables windows from “Checks” to “Payments”

SmartList Password per SmartList

Wellness and Health Insurance Integration

Display Hold Status on Sales Transactions

Purchase Order (PO) Generator opens the Purchase Order List with New PO Filter

Exclude Inactive deduction code filters added to deduction lookup window

Once Click Access to SmartList in Web Client

Bank Reconciliation maximum window in Web Client

Autocomplete in Web Client

Update sample data date and documentation

General Ledger Account Approval Workflow

Purchasing Invoice Approval Workflow

Purchasing Invoice Approval Workflow

Copy Workflow Step

Payables transaction Workflow Additional Fields

Vendor Workflow Additional Fields for EFT/ Bank Information

Reporting for Workflow

Purchase Order Notification to Requisition Originator

Reminder Emails for Workflow

Purchase Order Workflow messages – additional field

HRMSS Employee Email Changes for Timecards

Project Time & Expense (PTE) Email Approval Functionality

 

Here is the Microsoft Dynamics GP blog series:

https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/10/25/microsoft-dynamics-gp-2018-new-feature-blog-series-schedule

 

 

 

Read More

Topics: Dynamics GP, Microsoft Dynamics GP

9 Enhancement Solutions for Dynamics GP - Educational Series Webinar

Posted by Frank Gerome

Feb 21, 2018

We are inviting you to join our live webinar on Thursday, February 22nd for an educational series to learn about 9 GP add-on solutions.

Kim Peterson will lead an overview of 9 GP enhancement tools that is educational in scope, and your only investment is your time.  

She’s been around the table in working for Great Plains/ Microsoft, ISVs, a VAR organization and led GPUG for over 5 years.  She understands the GP market. 

This educational webinar will expose you to solutions that will help minimize your tasks.   

60 minutes you can't afford to miss!  Companies featured (you’ll be surprised at what you’ll learn):

  • Dynavistics (AR Management Software)
  • Envisage (Automated Post Batching & Project Tracking)
  • Encore (Project Tracking with Advanced Analytics)
  • Gorilla Expense (Expense Management)
  • Dynamics Budgets (Alternative to Management Reporter)
  • GP Power Tools (DB, Admin & Developer Tools)
  • Mekorma MICR (Multi-Batch Management)
  • Metaviewer (AP Automation)
  • Sierra Workforce Solutions (Time & Attendance)

 

If interested in joining, you can register below.

Thursday, February 22nd @ 1:30pm CST: Register Here

 

Read More

Topics: Dynamics GP, isv solutions, GP add-ons

What's New in Microsoft Dynamics GP 2018 Webinar

Posted by Samantha DeLaire

Jan 24, 2018

We are inviting you to join our live webinar tomorrow, Thursday the 25th of January, to learn all about the new features and enhancements in the newly released version of Microsoft Dynamics GP 2018.

For customers on older versions, we will also cover what is new in GP version 2013 through 2016.

The new GP 2018 release has features that users have been requesting, such as:

  • Additional workflows
  • Workflow reminders
  • Increased availability of document attachments
  • Ability to print single customer statements from customer windows
  • PowerBI Integreation (Free Add-on with Office 365 Subscription)

If interested in joining, you can register below.

Thursday, January 25th @ 1pm CST: Register Here

 

Best regards, 

Samantha DeLaire

 

Questions?

Office 469.351.2138 | Email sdelaire@smbsuite.com

Read More

Topics: GP version updates, Dynamics GP, financial accounting software, Microsoft Dynamics

Microsoft Dynamics GP 2018 Released, It's Here!

Posted by Samantha DeLaire

Dec 4, 2017

What is new in latest version of Microsoft Dynamics GP 2018, relased last Friday? 

The GP 2018 release enhances specific areas of the product, while also expanding existing functionality, notably in the document attachment and workflow areas.  The user experience has also been enhanced to make finding the information you use to make business decisions easier and faster.

 Platform and system-wide enhancements

  • Workflow 4.0
  • User experience enhancement
  • BI enhancements
  • Financials enhancements
  • Distribution and supply chain enhancements
  • Human resources and Payroll enhancements

 Check out the attached documents to review the enhancements!

What's New in GP 2018

 

 

Read More

Topics: Dynamics GP, ERP in the Cloud, Microsoft Dynamics