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Microsoft Dynamics GP Things to know and tips and tricks

Andrew HallClient Liaison Managerm-hance

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Agenda

User experience (ease of use)Utilities (what they do when to use them)

SmartlistsYear end tips (it’s fast approaching)

Resources (self help)

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User experience

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Quick Links Use quick links instead of shortcuts when using the web client…

…Especially good for smart lists located at the bottom of Admin > reports

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Quick links

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ShortcutsUse shortcuts for tasks/windows/websites you access on a regular basis

Create new folders to group specific tasks

Add Function key to most regularly used

Use the Startup folder where appropriate

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Shortcuts

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User Preferences

Set required fields to BOLD and RED

Set a value in the Remove Unused Entries field in Auto complete

Right click on incorrect auto complete entries to remove them from list

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User preferences

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Keyboard shortcut key strokes

Ctrl L = LookupCtrl 1 = HomeCtrl 2-9 = Financial, sales etc.Alt A = Transaction MenuAlt M = Microsoft Dynamics GP MenuAlt C = Cards MenuAlt E = Edit MenuAlt F = File MenuAlt H = Help MenuCtrl W = Close current WindowTab to switch between fieldsShift tab to switch backwards

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Posting Setup

Change print settings to save on paper and cancelling reports you don’t print.

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Posting Setup

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ChecklistsCreate your own checklists for:

DailyPaydayPeriod endMonth endQuarter endFinancial yearCalendar yearUser defined

Add in GP windows, GP macros or external tasks

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Checklists

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Account Rollups

Create account rollups for quick enquiries

Financial > Enquiries > Account rollups

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Account Rollups

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Account Rollups

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Smartlists

Change column namesUse Smartlists as remindersExplorerFormatCurrency=FALSE

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Utilities (when to use them)

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Reconcile

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Check links

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Year End (it’s fast approaching)

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Close sub ledgers

Final Adjustment

s

Maintenance

Reporting

Close year

Remember to take a backup between each

phase

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Close sub ledgers

Final Adjustmen

ts

Maintenance

Reporting

Close year

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1. Inventory

2. Receivables management

3. Payables management

4. Fixed assets

5. General ledger

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Close sub ledgers

Final Adjustmen

ts

Maintenance

Reporting

Close year

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Close sub ledgers

Final Adjustmen

ts

Maintenance

Reporting

Close year

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Use General Journals

Check posting dates

1

2

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Close sub ledgers

Final Adjustments

MaintenanceReporting

Close year

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Close sub ledgers

Final Adjustment

s

Maintenance

Reporting

Close year

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1. Smartlist verify Posting Account

2. Close last period

3. Checklinks (financial)

4. Maintain history

5. Setup new fiscal year

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Close sub ledgers

Final Adjustment

s

Maintenance

Reporting

Close year

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Close sub ledgers

Final Adjustment

s

Maintenance

Reporting

Close year

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1. Print final trial balance

2. Print final financial statements

3. Any other reports

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Close sub ledgers

Final Adjustment

s

Maintenance

Reporting

Close year

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Close sub ledgers

Final Adjustment

s

Maintenance

Reporting

Close year

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1. Check retained earnings

2. Set next journal number

3. CLOSE YEAR

4. Close posting periods

5. Adjust budgets

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Close sub ledgers

Final Adjustment

s

Maintenance

Reporting

Close year

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Close sub ledgers

Final Adjustment

s

Maintenance

Reporting

Close year

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Resources (self help)

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Customersource

Blue help button

Online manuals

YouTube

Blogs

Resources

© m-hance ltd 2015 m-hance.com

Andrew HallClient Liason Managerm-hance

Joining information, New Microsoft Dynamics GP User Group