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Word Templates for Microsoft Dynamics GP 2015 Tips

In this session, we will cover Word Template tips in Microsoft Dynamics GP 2015.

  • How to display more than 4 lines of comments on a SOP Document
  • Resolutions for the Problems with contents message
  • Tips for Logo’s, bookmarks and creating boxes
  • Keeping your Modified Report synchronized with your Template

Microsoft Dynamics GP 2016: Application New Features

This training will cover the application of new features in Microsoft Dynamics GP 2016. The new features areas covered include:
Document Attach
Word Templates
Purchase Orders
Sales
Inventory
Bank Reconciliation
Analytical Accounting
General Ledger
Payables Management
EFT
Payroll
Human Resources
Project Time & Expense
Project Accounting

Microsoft Dynamics GP 2016 – New OData Feature – Training

There is a new OData feature that shipped with the newest release of GP 2016.

The OData feature is going to allow you to deploy an OData service that you can make available to your employees to build reports.

You can build reports through Excel or any other application that is compatible with connecting to an OData service.

System Manager is the module through which the OData setup and configuration takes place,

Below is a training video that covers OData setup and configuration in Microsoft Dynamics GP 2016 version.

Topics covered include:
•OData Overview
•OData Service
•OData Security
•OData Sources
•SQL Views and Stored Procedures
•Roles and Security Task Assignments

 

New Features of Dynamics GP 2016

Demonstrated are new features of Dynamics GP 2016 from the application side.

Review the following:

  • Attach Word Template Edit List for Batch Related Workflows
  • Payroll Posting Accounts Setup Enhancements
  • View HR Balanced in Preview Pane of Navigation Lists
  • Change to PTE Employee Expense Entry Window and Audit of PTE Edit Lists Reports

Balancing Ledgers with ERP Software

You have great accountants and good software, but, despite your best efforts, your general ledgers have become unbalanced. All of a sudden, your team of accountants is scrambling to correct the error — and your current business software is doing nothing to help identify the source of the unbalance.

Your financial accounting software needs to recognize and treat the problems that arise from unbalanced ledgers. The SMB Suite GP Financials tool recognizes and reconciles errors in financial accounting. It compiles inventory, accounts payable, accounts receivable and bank accounts for the most comprehensive reconciliation procedure of any business software on the market.

Learn more about how SMB Suite’s Financial Foundation Subscription allows you to reconcile general ledger errors within one simple interface, and without the need for manual processing.

Benefits of Collections Management for Dynamics GP

 

Has maximizing your cash flow while reducing your bad debt expense become increasingly important to you? Collections Management in Microsoft Dynamics GP will help you minimize your administrative workload for collections by automating the creation of email notices, correspondence, statements, and invoices, allowing your employees more time to achieve other tasks. Improve your profit with collection activities that are streamlined, easy to use and understand, and fully customizable to your needs. Providing you with clear views of customized information and automated bad debt management tools, Collections Management in Microsoft Dynamics GP can be a powerful tool for financial management by improving your cash and reducing your bad debt expense.

New Functionality in Microsoft Dynamics GP 2016 – Web Client, Workflows and SmartList Enhancements

Microsoft rolled out a new system wide web client, work flow enhancements and SmartList features for Microsoft Dynamics GP 2016. 

The latest release of Microsoft Dynamics GP 2016 includes HTML5 web client.  With the HTML5 client, the latest changes include:

  • Home page can customized to the users preference
  • The ellipses next to the title of each area page can be bigger or collapsed
  • Change company window can be opened by clicking on the company name

Workflow updates:

  • Workflow condition management enhancements
  • Workflow email notifications for alternate approvers

SmartList features:

  • Export and import SmarLists created in SmartList Designer
  • Create a new SmartList from a favorite with non-standard columns
  • Numeric fields in a SmartList are exported to Excel as numbers

This video course details the new functionality available in Microsoft Dynamics GP 2016 specifically in the area of Web Client, Workflow and SmartList.

 

ERP Software To Enhance Productivity

Everyone interacts with business software differently. To streamline processes, each user should be given the opportunity to customize his or her own interface to highlight the details and tasks most relevant to his or her job.

Configuring your dashboard is easy with SMB Suite. A CFO creates a dashboard that focuses on the overall financial accounting aspects of the business, while a non-managerial employee highlights his or her own tasks and deadlines.

Inventory Management To Handle Discrepancies

Controlling inventory is one of the biggest challenges associated with every wholesale distribution company’s daily operations. Discrepancies between your purchase order totals and the items themselves create complications, which cost you time and money to rectify.

The Wholesale & Distribution Package by SMB Suite features Purchase Order Tolerance, which allows you to set limits for overages and shortages in your inventory. It’s a flexible inventory management system that accommodates item-specific requests while promoting efficiency and consistency across all platforms.

ERP Software To Manage Fixed Assets

You know the tax benefits for the fixed assets you purchase for the operation of your business throughout the year. But, when tax time rolls around, it’s not as easy to locate that information and use it to get the most out of these depreciating assets. You need a comprehensive business software solution that compiles all this information in one place.

The Financials Advanced Package by SMB Suite allows you to add and maintain fixed assets in one easy-to-use tool, but it also helps you track those assets in your different tax ledgers and compare the data. This full suite manages all your fixed assets in one place so you’re never navigating between multiple programs to get the information you need.

Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.

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