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Premier Services Perk: Informative Web-Based ERP Training Sessions

SMB Suite delivers exceptional training and support to maximize your ERP software investment. Our Premier Services clients enjoy a host of in-depth, extensive training sessions on the SMB ERP offering. CPE credit may be available. Please contact support@smbsuite.com for more information regarding CPE credit.

Using the Reconcile to GL Tool

Using the Reconcile to GL Tool

March 07, 2019 1:00 PM CDT

Using the reconciliation to GL tool is a walk through of using the tool to assist with helping find recon issues and out of balance problems in GP.

SOP - Sales Order Processing

SOP - Sales Order Processing

March 12, 2019 11:00 AM CDT

Sales Order Processing will walk through the sales order process from quote to invoicing of a customer, and how the process flows through Dynamics GP.

Smartlist Overview

Smartlist Overview

March 19, 2019 1:00 PM CDT

SmartList Overview walks through how to run a SmartList, enter and delte new columns, enter search criteria and how to save a favorite smartlist in your list.

Integration Manager

Integration Manager

March 29, 2019 11:00 AM CDT

Integration Manager for GP will walk you through how to upload data from an outside source into Dynamics GP through Integration Manager, for a basic journal entry. This is a high level training overview.

Troubleshooting Payables Batches

Troubleshooting Payables Batches

April 12, 2019 1:00 PM CDT

Troubleshooting Payables Batches in GP will walk you through how to handle issues that can come up with batches in your payables, review edit reports and determine problems that may be causing batches not to post.

General Ledger

General Ledger

April 16, 2019 11:00 AM CDT

Dynamics GP General Ledger training is a high level walkthrough of maintaining the chart of accounts, Posting to GL accounts and modifying as well as entering transactions.

Bank Reconciliation

Bank Reconciliation

April 26, 2019 1:00 PM CDT

Dynamics GP Bank Reconciliation training will walk you through which transactions are associated with bank recon, how to void receipts and enter transfers. Training will also review entering miscellaneous checks, reconciling the bank statement and different reports that you can utilize within Dynamics GP.

Printing a Check Run in GP

Printing a Check Run in GP

May 09, 2019 11:00 AM CDT

Printing a Check Run in GP will walk you through the entire process of printing a check run in GP from creating your batch, selecting your checks, editing the check batch and printing. This class will also review reprinting and posting your check runs, as well as printing a check from a transaction for single use checks.

Payables Management in GP

Payables Management in GP

May 14, 2019 1:00 PM CDT

Dynamics GP Payables Management will walk you through detailed instructions on setting up vendors, paying vendor invoices and processing check runs. This training will also touch on various reports within GP relating to Payables Management. This is a high level training overview.

POP - Purchase Order Processing

POP - Purchase Order Processing

May 24, 2019 11:00 AM CDT

Purchase Order Processing with walk through from beginning to end the process of entering purchase orders, and how they flow through Dynamics GP. This will include setting up and receiving purchase orders. Training will also touch on how PO's are linked to sales orders.