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Microsoft Dynamics GP 2013 Enhancements Blog #3: Payables and Receivables Management

In the previous blog for our Dynamics GP 2013 Enhancements Blog Series we discussed the new General Ledger enhancements. For this installment, we are going to continue discussing financial enhancements, but with a focus on Payables and Receivables Management. These new features will allow you to work more accurately and effectively when managing your cash flow.

Payables Management
•Edit Payables Information- With this feature, you can change the remit to address ID on existing transactions. This allows you to edit the payables transaction rather than voiding it and starting over for one incorrectly-entered address.

•Reprint remittance forms and check stubs- You can reprint remittance forms and check stubs for posted check payments entered. Since you must keep a transaction history of all the vendors you will be re-creating, these reports will contain all of the details from the original document if the original was printed, the payment wasn’t voided, or if the history wasn’t deleted.

•Voiding reconciled payments- A field has been added to the Void Historical Payables Transaction window and the Void Open Payables Transaction window that indicates if payment has been reconciled in Bank Reconciliation.

•Voiding check enhancements- When you have credit memos applied to an invoice and want to void a payment that is applied to that same invoice, the credit memo or return is automatically unapplied from the invoice and can be reapplied as needed.

Receivables Management
•Define labels for user-defined fields in Customer Address Maintenance- The labels for the user-defined fields that appear in the Customer Address Maintenance window can now be defined so that users know what information to track in those fields.

•Applying unposted multicurrency cash receipts- You can now apply unposted cash receipts to transactions in the same currency as the cash receipt.

•View Checkbook ID- You can view the checkbook ID that a cash receipt was posted to by using the Cash Receipts Inquiry Zoom window.

•Combine or modify customer ID’s- If you want to combine or modify customer ID’s, you can import data without having to manually enter the information by using the Customer Combiner and Modifier window.

These features allow you to work conveniently and deliver smooth and accurate information without having to go through the trouble of restarting your process. With Dynamics GP 2013, you can access more information faster and in fewer steps.

If you have any questions or would like to learn more about Microsoft Dynamics GP 2013, please contact us today at 636-237-2280 begin_of_the_skype_highlighting              636-237-2280      end_of_the_skype_highlighting or email us at sales@turnkeytec.com.

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our“FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

By Stephanie Manning and Michael Ramatowski at Turnkey Technologies, Inc.—Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner.

Microsoft Dynamics GP 2013 Enhancements Blog #2: General Ledger

In previous blogs we talked about the Foundation Enhancements that came with the release of Microsoft Dynamics GP 2013. I have decided to do a series of blogs that will contain information about different aspects of GP2013 such as Financial Enhancements, Distribution Enhancements, Human Resources and Payroll Enhancements, and Field Service Series Enhancements. Since we have already talked about the GP 2013 Foundation Enhancements, I will focus this blog around some of the new Financial Enhancements. There are many new financial enhancements but in this blog we are going to focus on the General Ledger.

General Ledger-

Clearing balances of unit accounts during year-end close process:
•To clear the balance for the unit account during the year-end close process you can mark the Clear Balance during Year-End Close option in the Unit Account Maintenance window. If this is left unmarked, the balance account is then carried on to the next year during the year-end close process.

Keeping inactive accounts with zero balances during the year-end close:

You can now specify how to handle inactive accounts that have zero balances during the year-end close process with these three options:
•Delete all inactive accounts with zero balances.
•Keep all inactive accounts with zero balances.
•Delete inactive accounts with zero balances that have no budget amounts and keep inactive accounts with zero balances that have budget amounts.

Viewing status during the year-end close:

After you choose the Close Year button in the Year-End Closing window, a status bar appears, displaying the steps that are completed during the year-end process.
•Near the bottom of the screen, it will say “Step 6 of 7 Complete”

Viewing net change and period balances for unit accounts at the same time:

To view period balances and net change balances for the selected account simultaneously, you will see it set up in the Unit Account Maintenance window like this:

Period—- Net Change— Period Balance

General Ledger batch approval information is stored:

You have the ability to track batch approval information for a General Ledger general journal batch in addition to the posting information that’s kept. You will find this option on the Batch Entry page. Near the bottom it will say:

User I.D— Approval Date

If you have any questions or would like to learn more about Microsoft Dynamics GP 2013, please contact us today at 636-237-2280 begin_of_the_skype_highlighting              636-237-2280      end_of_the_skype_highlighting or email us at sales@turnkeytec.com.

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our“FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

By Stephanie Manning and Michael Ramatowski at Turnkey Technologies, Inc.—Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner.

With the release of Microsoft Dynamics GP 2013 there have been over 150 enhancements. Microsoft’s team of developers used feedback from their customers and marketing research to determine what needed to be done to make Microsoft Dynamics GP even better than before. These new enhancements make things simpler and put you in a better position to manage your business more successfully.

Smartlist Window-A new submenu has been added to the SmartList menu. You can hide the Favorites Pane, increase or decrease its size, and choose to automatically hide it after selecting a SmartList favorite. You can also use SmartList Designer to create a new SmartList from scratch or based on an existing one.

E-mail Functionality- For companies using Sales Order Processing, this new feature allows you to send sales back order documents and packing slip documents in an e-mail. For companies using Receivables Management, you can now send customer statements in an e-mail message. You can also send word documents in an e-mail with password protection. This requires that the recipient enter a password before editing the document.

Payment Services for Microsoft Dynamics-Address verification is implemented in Payment Services providing an authorization process that validates the card holder billing address information with the merchant bank’s record for the card holder to ensure the card is in the hands of the rightful owner. If the result of the verification is not accepted, the credit card transaction will be voided.

Integration Manager-If you do not have a default Integration Manager database when starting Integration Manager, the Select Database window opens. Use this window to select the database you want to open. You also can mark the Set as default database option.

If you have any questions or would like to learn more about the wide range of enhancements offered in Microsoft Dynamics GP 2013, please contact us today at 636-237-2280 begin_of_the_skype_highlighting              636-237-2280      end_of_the_skype_highlighting or email us at sales@turnkeytec.com.

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

By Stephanie Manning and Michael Ramatowski at Turnkey Technologies, Inc.—Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner.

“Don’t bother just to be better than your contemporaries or predecessors. Try to be better than yourself.” – William Faulkner

 

Microsoft’s team of developers know the intuition behind business processes and how to turn those processes into new software functionality.  With their experience, they continuously strive to enhance Microsoft Dynamics GP in pursuit of formulating the perfect business software.  Dynamics GP 2013 has over 150 new enhancements, some of which are strictly dedicated to improving the overall logical functioning of Dynamics GP 2013.  The following are “Five Enhancements in Dynamics GP 2013” that make life easier for users in any line of business. 

 

Document Attachments-

This novel feature has been added to Dynamics GP 2013 to facilitate collaboration and information sharing between employees or departments.  This allows users to attach documents to certain records so other users can easily view details or documents that are directly related to those records.  Documents such as requisitions, images, and credit reports can be attached to master records, transactions, or line items that are assigned to transactions. 

 

Password Protection for Word Documents-

Email functionality has been enhanced a number of ways in Dynamics GP 2013.  One of these enhancements is the ability to send password-protected word documents over email.  This feature is useful when transferring sensitive documents to specific personnel.  It requires the receiver to enter a password before any edits can be made to the document. 

 

Lookups-

You can now save the default sort order when looking up master records.  When you look up master records such as items, employees, customers and prospects, salespeople, or vendors, they will automatically appear in the sort order you have saved for that lookup type.  Sort orders can be saved specific to users or companies.  It’s a simple enhancement that saves time for employees. 

 

Report Printing-

Reports can now be specified to a printer at the exact time of printing.  Before Dynamics GP 2013, users had to specify the default printer before the report was printed.  After choosing the print option and the report destination, the Windows Print dialogue box will appear.  Within this dialogue box you can select a different printer without changing the default printer option in the Print Setup window. 

You can also print reports directly from maintenance windows when using SQL Server Reporting Services.  Within the window, you can select the Printer icon drop-down list to choose the report you want to print from a list of reports. 

 

Home Page-

A number of basic enhancements have been made to streamline the Dynamics GP 2013 homepage.  It no longer includes the Microsoft Office Outlook area, and the Business Analyzer area now sits where the Metrics area was.  Also, Business Analyzer will only appear on the homepage if Microsoft SQL Server 2008 Reporting Services or later has been installed and integrated with Dynamics GP 2013.  The Area Pages can now be minimized, maximized, and moved in your homepage.  You can customize your homepage to display your preferred number of columns and their locations.  You can also customize your Area Page window so that only the Area Pages you need show up on your homepage.

 

If you have any questions or would like to learn more about the wide range of enhancements offered in Dynamics GP 2013, please contact us today at 636-237-2280, or email us at sales@turnkeytec.com.

 

For a high level estimate of your investment in Microsoft Dynamics GP 2013, please use our “FREE” Microsoft Dynamics GP Quick Quote Tool. It will give you a great starting point for assessing your potential investment in a solution like this.

 

By Brad Vorbeck and Michael Ramatowski at Turnkey Technologies, Inc. – Missouri, Illinois, and Kentucky Microsoft Gold Certified Dynamics GP and CRM Partner.