Closing your books - smooth and "enjoyable" or late and stress-filled? Struggle no longer and join us for this valuable walk-through of best practices for your month-end and year-end close. This course is open to any GP user, and is an elective requirement for the PCAP and PCAR Programs.

Looking forward to another harried holiday season trying to close the books while your CEO waits “patiently”? Or would you like to spend the next few weeks comfortably planning and have a smooth end of year? We'll review the process and best practices for your year-end close in Dynamics GP. Since year-ends happen only once a year (thank goodness!), the steps and lessons learned are easily forgotten. We’ll get you primed with a full checklist of steps to follow, along with a great list of tips and tricks to help you close faster and easier.

Learning Objectives:
Understand how year-end closing can be done using a systematic schedule to capture what you need and when.

Audience: Finance

Level: Intermediate

Prerequisites: Working knowledge of GP Financials and of posting and related routines.

Formerly called "Advanced Topics in A/P - Intro to Purchase Order Processing". This class counts towards the GP Certificate Program. 

Learn how to leverage Microsoft Dynamics GP Purchase Order Processing (POP) and streamline the related A/P functions in one class! This course is open to any GP user and is a core requirement for the PCAP Certification.

One of the great benefits of using Microsoft Dynamics GP is the integration of information and processes across business functions. If you use Payables Management and POP, you will not want to miss this class!

Learn how to set up the module and enter purchase orders, enter shipment receipts and match the shipment to an invoice. You will also learn the basics of POP returns. Basic Reporting, Inquiries and Smartlists will be covered to help you manage your purchasing to accounts payable process. Participate in the hands-on exercises for a greater understanding of the Purchase Order Processing lifecycle. 

You'll walk away knowing how to:

• Define setup options that allow you to customize your system to better fit your organization's unique needs

• Enter Purchase Orders, Receipts, and Returns

• Copy item details from an existing Purchase Order

• Use inquiry screens and reports to extract and analyze appropriate information to maintain and improve business processes

• Use Navigation Lists to Copy, Receive, Print, Email and Invoice Purchase Orders.

Learning Objectives:

• Understand how Purchase Order Processing integrates with the Accounts Payable module

• Understand the Purchase Order Processing setup options.

• Identify opportunities for enhanced support of your organization’s purchasing and payables processes

Audience: GP Finance

Level: Beginner

Prerequisites: Basic understanding of Dynamics GP Basic Navigation Functions and GP Payables Management.

Preparation : Please bring a Windows PC to class for the Academy hands-on training environment.

CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

This class is designed to help anyone who is new to processing Accounts Payable (Payables Management) through Microsoft Dynamics GP. The class starts with a review of the basic settings in Payables Management and Posting and how this affects day-to-day transaction processing. We will also go over tips for navigation (setting up your homepage, toolbar, shortcuts, and using Navigation Lists). 

Core Agenda:

• Vendors and Vendor Classes

• Payables Transaction Entry: (Invoices, Credit Memos, etc.)

• Setting up Batches for Payables Transactions

• Payment Options:

• Entering and Paying at the same time

  1. Payment Batches – Checks, EFT, Credit Card

  2. Manual Payments

• Reviewing and Posting Batches

• How to review the Edit List

  1. What is “Batch Recovery” and how to fix transactions with errors.

• Payables Reports

• Trial Balance (Aging)

  1. Cash Requirements

• Navigation Lists (Great for former QuickBooks users)

• How to customize Navigation Lists

  1. Using the Actions Pane to quickly create transactions

  2. How to run reports for specific Vendors using the Navigation List

• Maintaining Records

• Vendor and Transaction Holds

  1. Editing Transaction Information

  2. Voiding Open and Historical Transactions

  3. Deleting vs. Inactivating Vendors

• Inquiries, SmartLists and Excel Report

• Month and Year-End Closing

• Period/Month End Checklist

  1. Year-End Checklist

  2. Processing 1099s

Preparation: Please bring a Windows PC to class for the Academy hands-on training environment. 

The GP Best Practices course is aimed at beginning and intermediate users of GP. 

If you love the Tips and Tricks you see at GPUG Summit or GPUG Amplify and wish there was a class that let you ask questions and try them out, this class is for you! This course will provide training on some of the most amazing yet underutilized areas of Microsoft Dynamics GP. This course doesn’t concentrate on just one area or tool within Microsoft Dynamics GP but rather visits numerous sections within the core and distribution modules, as well as newer areas like Navigation Lists and the scores of refreshable Excel files. Find out how to use & navigate Microsoft Dynamics GP more efficiently and receive many valuable tips you can make use of immediately, to help you get more out of your investment in Microsoft Dynamics GP and to see how you can have fun and work faster and more accurately than you ever imagined!

Learning Objectives:

• Identify key opportunities for more efficient and effective use of Microsoft Dynamics GP.

• Understand at a high level the primary functions and relationships of the core modules & administrative areas of Microsoft Dynamics GP.

• Have fun and ask “Has that feature been there for all these years?!?!”

Audience: Any GP user, but targeted at those with less than 3 years of experience

Prerequisites: None

Preparation: Please bring a Windows PC to class for the Academy hands-on training environment.

Level: Beginner

CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Formerly called "Advanced Topics in A/P - Intro to Purchase Order Processing". This class counts towards the GP Certificate Program. 

Learn how to leverage Microsoft Dynamics GP Purchase Order Processing (POP) and streamline the related A/P functions in one class! This course is open to any GP user and is a core requirement for the PCAP Certification.

One of the great benefits of using Microsoft Dynamics GP is the integration of information and processes across business functions. If you use Payables Management and POP, you will not want to miss this class!

Learn how to set up the module and enter purchase orders, enter shipment receipts and match the shipment to an invoice. You will also learn the basics of POP returns. Basic Reporting, Inquiries and Smartlists will be covered to help you manage your purchasing to accounts payable process. Participate in the hands-on exercises for a greater understanding of the Purchase Order Processing lifecycle. 

You'll walk away knowing how to:

• Define setup options that allow you to customize your system to better fit your organization's unique needs

• Enter Purchase Orders, Receipts, and Returns

• Copy item details from an existing Purchase Order

• Use inquiry screens and reports to extract and analyze appropriate information to maintain and improve business processes

• Use Navigation Lists to Copy, Receive, Print, Email and Invoice Purchase Orders.

Learning Objectives:

• Understand how Purchase Order Processing integrates with the Accounts Payable module

• Understand the Purchase Order Processing setup options.

• Identify opportunities for enhanced support of your organization’s purchasing and payables processes

Audience: GP Finance

Level: Beginner

Prerequisites: Basic understanding of Dynamics GP Basic Navigation Functions and GP Payables Management.

Preparation : Please bring a Windows PC to class for the Academy hands-on training environment.

CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

This class is designed to help anyone who is new to processing Accounts Payable (Payables Management) through Microsoft Dynamics GP. The class starts with a review of the basic settings in Payables Management and Posting and how this affects day-to-day transaction processing. We will also go over tips for navigation (setting up your homepage, toolbar, shortcuts, and using Navigation Lists). 

Core Agenda:

• Vendors and Vendor Classes

• Payables Transaction Entry: (Invoices, Credit Memos, etc.)

• Setting up Batches for Payables Transactions

• Payment Options:

• Entering and Paying at the same time

  1. Payment Batches – Checks, EFT, Credit Card

  2. Manual Payments

• Reviewing and Posting Batches

• How to review the Edit List

  1. What is “Batch Recovery” and how to fix transactions with errors.

• Payables Reports

• Trial Balance (Aging)

  1. Cash Requirements

• Navigation Lists (Great for former QuickBooks users)

• How to customize Navigation Lists

  1. Using the Actions Pane to quickly create transactions

  2. How to run reports for specific Vendors using the Navigation List

• Maintaining Records

• Vendor and Transaction Holds

  1. Editing Transaction Information

  2. Voiding Open and Historical Transactions

  3. Deleting vs. Inactivating Vendors

• Inquiries, SmartLists and Excel Report

• Month and Year-End Closing

• Period/Month End Checklist

  1. Year-End Checklist

  2. Processing 1099s

Preparation: Please bring a Windows PC to class for the Academy hands-on training environment. 

Are you (or any of your co-workers) new to Microsoft Dynamics GP? Did you have to learn GP on your own and want tips to make Navigation and Reporting easier? If so, join Amber Bell at the Training Dynamo – User Workshop! This 3-hour class will teach you how to setup your Home Page, create handy toolbar shortcuts, setup Tasks and Reminders, learn the basics of using Macros, how to use Navigation Lists to simplify your day-to-day processes and cool tricks using SmartList! The workshop is based on the ALL-NEW Microsoft Dynamics GP Workbook! Registration includes a copy of the book ($100 value)!

All are welcome to join! If you are a GP Partner or Consultant and you would like to discuss using these books for your clients contact amber@trainingdynamo.com.
 
Tuesday, February 11th at 1:00 PM Eastern (3-hour session)
 
Cost: 
$350 - Includes one workbook ($100 value!!!) and the 3-hour Workshop

We will be using the “Microsoft Dynamics GP: Year-End Workbook!” during this 3-hour workshop. The workbook ($100 Value) is included in your registration fee!

You will learn how to setup Month-End Checklists to help you review New Vendors, Customers and GL Accounts. You will also learn easy ways to find errors that you can fix now so that your Year-End will be a breeze!

After attending the Year-End Closing Workshop and reviewing the Workbook, you will have the tools needed to complete your Year-End close. 

If you prefer to work with your GP Partner to complete your Year-End close, you can still use this workbook and attend the workshop!  You will save time and money by improving your Period-End processes, perfecting balancing the GL to your Subledgers and completing the pre-close tasks.

All are welcome to join! If you are a GP Partner or Consultant and you would like to discuss using these books for your clients contact amber@trainingdynamo.com.
 
Tuesday, January 28th at 1:00 PM Eastern (3-hour session)
 
Cost: 
$350 - Includes one workbook ($100 value!!!) and the 3-hour Workshop