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What’s New in Dynamics GP 2016Bryan SmithTrinSoft, LLC
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Agenda• Features added in Dynamics GP 2013• Features added in Dynamics GP 2015• Dynamics GP Roadmap• System Wide Changes• Business Intelligence• Financials• Distribution• Project Accounting• Payroll Enhancements
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Features added in Dynamics GP 2013• Take companies offline• Purchase requisition• Identity Management• Web Client functionality• SmartList designer additions• Microsoft Azure backups• Print and E-mail documents, batch and statements• Document attach enhancements• Reverse Fiscal Year• Copy and Paste to General Ledger• Default Sort Order for Payables Checks• Payables Prepayments additions• Employee and Project Self Service Home Page
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Features added in Dynamics GP 2015• Service-based architecture• Additional workflow functionality • Intercompany enhancements• Warning of vendors that have purchase orders.• Fixed Assets year-end close report.• Edit email for historical documents – sales and purchases.• Payment terms enhancements.• Employee self-service enhancements.• Skills and training list notification for approvers.• Approval list of employee self-service tasks.• Management Reporting navigation integration.• SmartList designer – refreshable Excel reports.• Business Analyzer companion app available in the Microsoft App Store.
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Dynamics GP RoadmapDynamics GP 2016 has 35+ new features & enhancements
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System Wide Changes (Foundation)
• Web Client Enhancements• Document Attachment• Word Templates• Workflow Management• Odata Service
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Foundation: Web Client Enhancements
• The Web Client interface has been refreshed. Built entirely in HTML5.
• The home page can be tailored to user preferences.
• Web Client Search – a new search feature allows you to locate and open windows through search.
• Support has been added for multiple devices, including iPad and Android tablets.
• Support for multiple browsers has been added including Internet Explorer, Microsoft Edge, Safari and Chrome.
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Foundation: Document Attachment
• Ability to scan multiple pages.– Scan more than one page at a time if you’re using a document feeder.
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Foundation: Word templates for batch approval
• Enable a default Word template of the batch edit list to be emailed to an approver so they can see complete information about the transactions in the batches before approving the workflow step.– This function can be enabled in:
• General Ledger• Payables• Receivables
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Foundation: Workflow condition management
• New options are available for processing workflows when something in the workflow doesn’t meet prescribed conditions.– Continue to the next step– Reject the workflow
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Foundation: Workflow reassignment notification
• Email notifications can be sent to the approver for:– Delegation– Escalation– Alternate Approval
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Foundation: OData service deployment
• OData is a protocol that allows access to information exposed by any Odata data source.
• Separate install under Additional Products
• Use GP Security to control access to data
• Supports tables, views and stored procs as data sources.
• Allows for support of Power BI
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Business Intelligence Enhancements (BI)
• Import and Export SmartLists• Default columns in SmartList Options• Export formatted numbers to Excel• Create SmartLists from Favorites• What is Power BI• Add Power BI reports to Home page
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BI: Import and Export Smartlists
• Import and Export Smartlist definitions from one installation to another.
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BI: Define default columns in Smartlist Options
• All columns included in new Smartlists created in the Smartlist Designer will be displayed in the Smartlist Options window by default. Prior to this, you could not define default columns in the Smartlist Options window.
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BI: Export formatted numbers to Excel
• When exporting Smartlists to Excel, numbers will now be formatted as numbers. Previously, numbers were formatted as text.
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BI: Create SmartList from favorites using SmartList Designer
• Create a new SmartList from a favorite using SmartList Designer.
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What is Power BI
• Power BI is a suite of analytical tools designed to analyze and share data.• Power BI Desktop gives you tools to transform, analyze and visualize data.• Power BI Mobile allows you to monitor important data from all of the
devices you rely on.• You can securely connect to your data whether it is on-premise or in the
cloud.• You don’t even have to be a developer to create meaningful and stunning
visual representations of your data.
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Power BI!
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BI: Power BI reports can be added to home pages
• A new web part is available to easily add power BI Reports to the Home workspace.
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Financial Enhancements (Financial)
• Budget import exception report• Analytical Accounting user access settings• Payables batch credit card payment option• Edit attachments that flow to transactions• Deposit cash receipts batches automatically
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Financial: Budget import exception report
• When you import budget from Excel, an exception report will list accounts that aren’t setup in General Ledger as well as any duplicates found in the import file.
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Financial: Analytical Accounting user access settings
• Use the User Access to Trx Dimension Codes window to grant access to multiple users.
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Financial: Payable batch credit card option
• Enable payables computer check batches to be paid using a credit card. The payment will create an invoice for the credit card vendor and a remittance form will print a list of the invoices paid with the credit card transaction.
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Financial: Edit attachments that flow to transactions
• Edit information in attachments that are included through the document attachment function. The feature allows you to edit the attachment properties of a document that flowed from a master record.
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Financial: Deposit cash receipts batches automatically
• When you mark the option to automatically post cash deposits, this feature allows for a single deposit to be created that includes all of the cash receipts in a batch.
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Distribution Enhancements (Dist)
• All-in-one document view for sales• All-in-one document view for inventory• Prepay purchase order total
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Dist: All-in-one document view for sales
• View all related documents for a single sales transaction in the same window.
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Dist: All-in-one document view for inventory
• View all related documents for a single sales transaction in the same window.
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Dist: Prepay purchase order total
• Pay the total amount of a purchase order with a prepayments. This can include taxes, freight, and miscellaneous charges along with all line items. Prior to this enhancement, prepayments could not exceed the subtotal amount of the purchase order.
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Project Accounting Enhancements (Proj)
• Document attachments• Project fields in purchase requisition entry• Unit cost field in employee expense window• Project time entry reports added
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Proj: Document attachments
• Documents like receipts can now be attached to an employee expense transactions from the Employee Expense Entry window.
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Proj: Project Accounting fields in Purchase Requisition Entry
• Two new fields have been added to Purchase Requisition Entry. Project number and cost category are available on each line of the requisition. This is also included on the purchase order created by the requisition.
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Proj: Unit cost field in PTE Employee Expense window
• A field has been added that you can use to view and edit expense transactions. Also, Item field was renamed to Cost Category ID, Billing renamed to Bill Type and Amount field renamed to Purchases.
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Proj: Project Time Entry reports added
• Two new Project Time Entry reports have been added– PTE Timesheet Edit List– PTE Expense Report Edit List
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Payroll Enhancements (Payroll)
• Inactive pay codes lookup option• Enhanced payroll posting accounts setup
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Payroll: Inactive pay codes lookup option
• A new option to exclude inactive pay codes from lookup windows throughout Payroll.
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Payroll: Enhanced payroll posting accounts setup
• You can now see all posting accounts in a navigation list. You can filter and sort accounts using the functionality common in other navigation lists. They can be exported to Excel, edited and imported back into GP. On import, an exception report will identify duplicate or missing accounts.
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To schedule upgrade, please contact TrinSoft today!
Tara Cox [email protected] Smith [email protected]
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Thank You
Thank you for attending today’s webinar.
Please contact Bryan Smith if you have any questions, or if you would like a copy of the slides of today’s presentation.
Bryan Smith 859.252.6225 [email protected]
