Overview
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Learn to use Dynamics GP, the back-office finance and accounting ERP software from Microsoft.
Syllabus
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Introduction
- Welcome
- Navigating within Dynamics GP
- Recent software updates
- Understanding common controls
- Building SmartLists
- Saving your report options
- Taking the mystery out of the account format
- Gaining control: Grasping the all-important Posting Setup window
- Design better reports with SmartList Designer
- Gain a bird's eye view with the All-in-One View
- Capture exceptions during budget imports
- Export numbers from the SmartList to Excel
- Attach multiple documents
- Manage payroll posting accounts more easily
- Enabling lump sum deposit in bank reconciliation
- Entering a journal entry in the general ledger
- Running the general ledger trial balance
- Entering an accounts payable voucher
- Running the accounts payable aging report
- Entering an accounts receivable transaction
- Running the accounts receivable aging report
- Entering an inventory adjustment
- Running the inventory stock status report
- Entering bank transactions
- Running the bank reconciliation
- Avoiding the common Dynamics GP quirks
- Harnessing the power of recurring batches
- Cleaning up the homepage
- Learning the secret of user preferences
- Creating new companies
- Closing the year
- Uploading budgets
- Managing report dictionaries
- Modifying built-in reports with Report Writer
- Merging accounts, customers, and vendors
- Understanding classes
- Knowing your document types
- Knowing your item types
- Taking control of your price lists
- Allocating items
- Billing your customers
- Understand the advantages of Integration Manager
- Build Integration Manager routines
- Discover the power of Integration Manager scripts
- Get to Know the GP data model (tables and fields)
- Get a bird's eye view of GP security
- Create security tasks
- Define security roles
- Understand the relationship between tasks and roles
- Take control of the Alternate/Modified Forms and Reports feature
- Next steps
