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

Faster than a speeding bullet...more powerful than a locomotive...come join Amber Bell (Training Dynamo) in this fast-paced GP Tips session that will turn you from a GP User into a GP Superhero!

Learning Objectives:
Have X-Ray Vision into Company Data using SmartList Designer/Builder's Publish to Excel functionality!
Prevent Data Annihilation using Field Level Security!
Move through GP 'Faster Than a Speeding Bullet' with a new way to create Macros!

Free for GPUG Members!

I am really excited to join the Sacramento chapter meeting! Marlena Stark and I are looking forward to all of your questions! ​I will be sharing lots of tips for Year-End Closing and Navigation in GP!​

When: Dec 17, 2019 from 12:00 PM to 4:00 PM (PT)

Where: Northern California Power Agency HQ, 651 Commerce Drive, Roseville, CA, 95678, US

Beyond the Basics: Best Practices for Microsoft Dynamics GP Month-End Close will cover a variety of tips to improve your Month-End close procedures for General Ledger, Payables Management, Receivables Management, Sales Order Processing, Purchase Order Processing and Inventory. You will learn the best ways to use Microsoft Dynamics GP standard reports, inquiry windows, SmartLists, Navigation Lists, and Excel Reports to troubleshoot common issues and prevent user mistakes.

Attend this session to learn how to balance your subledgers to the GL to ensure your data makes sense and can stand up to the strictest of auditors! Learn how checking a couple boxes can prevent common mistakes and save you thousands of dollars in Microsoft Dynamics GP support.

Learning Objectives:

• Create Month-End Checklists inside of Microsoft Dynamics GP

• Review System setup to prevent errors and mistakes

• Create SmartList reports to review Master Records (Customers, Vendors, and Items)

• Create SmartList reports to review unposted transactions

• Create SmartList reports to review transactions to Control Accounts (AP, AR, Inventory, Accrued Purchases and Cash)

• Reconciling Checkbooks in Microsoft Dynamics GP.

• Use Excel Reports to analyze data from GP in refreshable lists, charts, and graphs.

Level: Intermediate

Audience: Finance / GP Support

Prerequisites: Basic Dynamics GP Skills

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

Training Materials: Training Dynamo: Microsoft Dynamics GP Year-End Closing Workbook

Delivery Method: Live classroom training

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.: Please bring a Windows PC to class for the Academy hands-on training environment from VisiLearn called vConnect.

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?!?!”

Instructor: Amber Bell

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 from VisiLearn called vConnect.

Level: Beginner 

Delivery Method: Live classroom training

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.

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 CertificationOne 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

 Instructor: Amber Bell

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 from VisiLearn called vConnect.

Delivery Method: Live Classroom training

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

•       Payment Batches – Checks, EFT, Credit Card

•       Manual Payments

-Reviewing and Posting Batches

•       How to review the Edit List

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

-Payables Reports

•       Trial Balance (Aging)

•       Cash Requirements

-Navigation Lists (Great for former QuickBooks users)

•       How to customize Navigation Lists

•       Using the Actions Pane to quickly create transactions

•       How to run reports for specific Vendors using the Navigation List

-Maintaining Records

•       Vendor and Transaction Holds

•       Editing Transaction Information

•       Voiding Open and Historical Transactions

•       Deleting vs. Inactivating Vendors

-Inquiries, SmartLists and Excel Report
-Month and Year-End Closing

•       Period/Month End Checklist

•       Year-End Checklist

•       Processing 1099s

Instructor: Amber Bell 

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

Training Materials: Will be supplied by the instructor as appropriate 

Delivery Method: Group Live

The Dynamics GP Tech Conference is the only conference dedicated to the technical learning and educational opportunities of Microsoft Dynamics GP Partners. This event will help both GP users and consultants to get more out of GP!

Instructor-led training on-line!
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

Instructor: Amber Bell

Audience: GP Finance

Level: Beginner

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

Delivery Method: Live Classroom training

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:
o Entering and Paying at the same time
o Payment Batches – Checks, EFT, Credit Card
o Manual Payments
• Reviewing and Posting Batches
o How to review the Edit List
o What is “Batch Recovery” and how to fix transactions with errors.
• Payables Reports
o Trial Balance (Aging)
o Cash Requirements
• Navigation Lists (Great for former QuickBooks users)
o How to customize Navigation Lists
o Using the Actions Pane to quickly create transactions
o How to run reports for specific Vendors using the Navigation List
• Maintaining Records
o Vendor and Transaction Holds
o Editing Transaction Information
o Voiding Open and Historical Transactions
o Deleting vs. Inactivating Vendors
• Inquiries, SmartLists and Excel Reports
• Month and Year-End Closing
o Period/Month End Checklist
o Year-End Checklist
o Processing 1099s

Abra and Amber are like Cactus Coolers as opposed to getting STUCK with a bunch of transactions, batches, and processes left in an unposted, work, or unbalanced status while you are trying to reconcile or close your books. Make these changes along the way to prevent you from having to worry about those pesky pokey situations! Tips and Tricks across all modules and areas of Microsoft Dynamics GP.

Learning Objectives:
• Presenters will show attendees how to quickly setup your system to alert YOU when batches and transactions need to be posted or cleared.
• Upon completion of the session, users will understand how navigation lists, workflow and exception Smartlists can keep your monthly processes from becoming headaches.
• Users will want to quickly update their own shortcuts, Smartlists, excel refreshables to use these tips and take them to the next level!