Business Intelligence

GPUG Academy

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

Tuesday, October 10
1:00 PM - 5:00 PM
Location: Ryman Studio F located in Ryman Ballroom and Studios (Level 0)

Format: Academy Course
CPE: 4
Preparation: Please bring a Windows PC to class for the Academy’s hands-on training environment from Visilearn called vConnect.

This class 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.

Level: Intermediate

Audience: Finance / GP Support

Prerequisites: Basic Dynamics GP Skills

Training Materials: Will be supplied by the instructor as appropriate.

Preparation: The detailed instructions for connecting and attending the class will be sent one to two days prior to class. Students have the option of connecting to the class via conference call or VOIP. If using VOIP, a headset with a microphone is strongly recommended. If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions, and a dual monitor is strongly recommended to facilitate navigation.

Delivery Method: Group Live

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.

Amber Bell

Training Dynamo LLC

I have been working with Microsoft Dynamics GP since 1999! My company, Training Dynamo, focuses on customized one-on-one and group training. I recently published a 90-Page full color workbook designed to simplify and streamline month-end and year-end closing in Microsoft Dynamics GP called: Microsoft Dynamics GP: Year-End Closing Workbook.

List of my GPUG Summit Sessions:
Wednesday, October 11, 2017
10:15 - 11:15 AM: ​GP User to GP Superhero in Less than 1 Hour (All-New for 2017!!. Features Free PSTL features vs. little known GP Tips)
​Friday, October 13, 2017 
​TBD: ​​GP User to GP Superhero in Less than 1 Hour (Repeat Session)

TBD: Walk the Line with Johnny Cashbook and June Credit-Carder - Tips, Tricks and Best Practices for Bank Rec and Credit Cards in Microsoft Dynamics GP (Co-Presenting with Shawn Dorward)

I am also the instructor at 3 different 1/2 day GPUG Academy classes at GPUG Summit on Monday, October 9th:
Dynamics GP Smorgasbord - Tips and Tricks for the Newer User  
Advanced A/P Topics - Getting Started with Purchase Order Processing
Beyond the Basics- Best Practices for Microsoft Dynamics GP Month-End /Year End Close

I truly love being part of the GPUG community and I can't wait to meet you at my sessions!


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