Getting Started with Payables Management in Dynamics GP
Oct
14
8:00 AM08:00

Getting Started with Payables Management in Dynamics GP

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

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Purchase Order Processing 101: Setup, PO Entry, Receiving and Returns
Oct
14
1:00 PM13:00

Purchase Order Processing 101: Setup, PO Entry, Receiving and Returns

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.

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GPUG Summit 2019
Oct
15
to Oct 18

GPUG Summit 2019

  • Gaylord Palms Resort - Kissimmee, FL (map)
  • Google Calendar ICS

User Group Summit delivers the can’t-miss annual conference for users of the Microsoft Business Applications platform – featuring education on all versions of Dynamics 365, AX, CRM, GP, BC/NAV, Power BI, PowerApps, and Microsoft Flow. With credible peer-to-peer knowledge exchange at its core, this event provides focused learning and networking as users gain instrumental solutions for their everyday system challenges and larger organizational goals. In every industry and across the globe, Summit is well known as a premier user-centric experience.

At Summit, attendees will have access to:
• Summit is the only in-person event featuring user-produced education on how to maximize the performance of your software, regardless of version, to further your job role, career, and product investment.
• Expertise is shared openly and honestly in an authentic community-driven environment that allows you to home in on your region, industry and role—providing the ultimate customized experience that offers return on investment year-round.
• Network with peers who are in similar roles and face the same issues on a daily basis and receive un-biased support/problem-solving.

Join Amber at this year’s GPUG Summit! She will be presenting several sessions….stay tuned for more information!

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Dynamics GP Best Practices: Efficiencies, Tips & Tricks for the Newer User
Oct
15
8:00 AM08:00

Dynamics GP Best Practices: Efficiencies, Tips & Tricks for the Newer User

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.

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Beyond the Basics - Best Practices for Dynamics GP Month-End/Year-End Close
Oct
15
1:00 PM13:00

Beyond the Basics - Best Practices for Dynamics GP Month-End/Year-End Close

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.

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Academy - Advanced Topics in A/P - Intro to Purchase Order Processing
Aug
21
12:45 PM12:45

Academy - Advanced Topics in A/P - Intro to Purchase Order Processing

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.

View Event →
Academy - Getting Started with Payables Management for Dynamics GP Aug 2019
Aug
14
12:45 PM12:45

Academy - Getting Started with Payables Management for Dynamics GP Aug 2019

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

View Event →
Keep Cool – Keeping your batches clean
Jun
13
12:00 PM12:00

Keep Cool – Keeping your batches clean

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!

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You’ve Upgraded, What’s Changed
Jun
11
3:00 PM15:00

You’ve Upgraded, What’s Changed

“You’ve Upgraded…What’s Changed?” If you’ve jumped a few versions or your post-upgrade training consisted of “Can I still do my old tasks?”; this session is for you!

Join Abra Gilman, Amber Bell, and Shawn Dorward as they show you some of their favorite new and "not so new" features in GP. Including: Navigation Lists, SmartList Designer, PowerBI, Workflow, Doc Attach and more! Whether you are a GP User or GP Partner…come to this session to learn how you can revolutionize your GP System!

Learning Objectives:
• Use Navigation Lists as your go-to Home Page for data entry!
• Access GP data using SmartList Designer, Published Excel Reports and PowerBI!

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Academy - Dynamics GP Best Practices: Efficiencies, Tips & Tricks for the Newer User May 2019
May
8
12:45 PM12:45

Academy - Dynamics GP Best Practices: Efficiencies, Tips & Tricks for the Newer User May 2019

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

Level: Beginner

Delivery Method: Group Internet-based

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.

$320 for GPUG members

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Oct
16
to Oct 18

GPUG Summit Session List

  • GPUG Summit at the Phoenix Convention Center (map)
  • Google Calendar ICS

To Register, visit: https://www.gpugsummit.com/attend/summit-register

Tuesday - October 16th

  • 9:15 - 10:15 AM: GP User to GP Superhero

  • 12:45 PM - 1:45 PM: Dynamics GP Shootout

Wednesday - October 17th

  • 2:30 - 3:30 PM: SQL Views + SmartList Designer = Super Cool Excel Reports

  • 5:00 - 6:00 PM: GP User to GP Superhero

Thursday

  • 8:30 - 9:30 AM: Cactus Coolers: How to Avoid Getting Stuck in the Heat with Open Batches

  • 12:30 - 2:00 PM: Women in Tech Panelist

  • 1:15 - 2:15 PM: How Do We Teach Our Staff to Use This Software

  • 2:30 - 3:30 PM: You’ve Upgraded…What’s Changed?

View Event →
Oct
15
1:00 PM13:00

GPUG Academy at GPUG Summit: Beyond the Basics- Best Practices for Microsoft Dynamics GP Month-End /Year End Close

  • GPUG Summit at The Phoenix Convention Center (map)
  • Google Calendar ICS

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.

Click here for more info: https://www.gpugsummit.com/schedule/academy

View Event →
Oct
14
1:00 PM13:00

GPUG Academy at GPUG Summit: Dynamics GP Best Practices: Efficiencies, Tips & Trick for the Newer User

  • GPUG Summit at the Phoenix Convention Center (map)
  • Google Calendar ICS

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!

For more information visit: https://www.gpugsummit.com/schedule/academy

View Event →
Oct
14
8:00 AM08:00

GPUG Academy - Getting Started with Payables Management

  • GPUG Summit at The Phoenix Convention Center (map)
  • Google Calendar ICS

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).

Click here for more info: https://www.gpugsummit.com/schedule/academy

View Event →
Oct
14
8:00 AM08:00

GPUG Academy - Getting Started with Purchase Order Processing

  • GPUG Summit at The Phoenix Convention Center (map)
  • Google Calendar ICS

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!

Click here for more info: https://www.gpugsummit.com/schedule/academy

View Event →
Aug
16
12:45 PM12:45

GPUG Academy - Beyond the Basics FINANCIALS

The GP Smorgasbord is aimed at beginning and intermediate users of GP. 

  • August 16, 2018
  • 12:45 - 5:00 PM (EASTERN)

Click here to register: http://bit.ly/2tmih04

Beyond the Basics: Financials will cover a variety of tips to enhance your use of General Ledger, Payables Management and Receivables Management. Take your Dynamics GP knowledge of the Financial Series to the next level with this fast-paced session where you’ll see some lesser-known and under-utilized features of the financial modules. This course is open to any GP user.

Don't miss this valuable session to review tons of tips to help you get your job done faster and simpler. If you use or support the financial modules at your organization, then this online training is for you.

Learning Objectives:
• Create rollup account views in General Ledger to more quickly reconcile to the sub ledgers.
• Set up Posting Accounts to help you enter transactions quickly.
• Leverage the Excel reconcile tools to assist during reconcile.
• Create four additional lookups for many lookup windows.
• Compute sales tax in Receivables.
• Compute use tax in Payables.
• Simplify vendor expense account selection.
• Use setup options often overlooked.

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Jul
26
12:45 PM12:45

GPUG Academy - Dynamics GP Smorgasbord - Tips and Tricks for the Newer User

The GP Smorgasbord is aimed at beginning and intermediate users of GP. 

  • July 26, 2018
  • 12:45 - 5:00 PM (EASTERN)

Click here to register: http://bit.ly/2MgJLv3

In this exciting course, geared to users with 3 years or less experience with Dynamics GP, review some of the underutilized areas and become generally more familiar with your back office environment. This course doesn’t concentrate on just one area or tool within 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 Dynamics GP more efficiently and receive many valuable tips you can make use of immediately, making you even more efficient in your role!

View Event →
Jun
28
12:45 PM12:45

GPUG Academy - Getting Started with Payables Management Jun. 2018

Register now to learn everything from how to setup AP, to how to cut checks and run reports. We will cover best practices for new Vendor Setup as well as many tips to increase your accuracy and efficiency in Microsoft Dynamics GP - Payables Management.

  • June 28, 2018
  • 12:45 PM - 5:00 PM (EASTERN)

Click here for more information and to register: http://bit.ly/2MMI4GC

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Jun
27
9:00 AM09:00

GPUG NYC Chapter Meeting - Summer 2018

  • Date: Wednesday, June 27th
  • Time: 9:00 – 1:00

Location:

  • Israel Bonds
  • 641 Lexington Ave, 9th Floor
  • New York, NY

Agenda:

  • Welcome & Introductions
  • Educational presentation - GP Reporting / Smartlists presented by Amber Bell
  • DocLink Presentation by Altec - “Day in the life of being a paperless office” presenter – Laura Lechien
  • Networking Luncheon (lunch will be provided)
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Mar
22
8:00 AM08:00

Amplify 2018 - Post-Conference Academy - Dynamics GP Smorgasbord - Tips and Tricks for the Newer User

Learn how to better leverage the deep functionality of GP and walk away with a great list of tips and tricks. In this exciting course, geared to users with 3 years or less experience with Dynamics GP, review some of the underutilized areas and become generally more familiar with your back office environment. 

Click here to register!

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