ERP Practice Manager Aisling Dynamics Consulting, LLC
Join us to learn how to begin utilizing the awesome capabilities of the Dynamics GP Accounts Receivable module or to learn tips and tricks to make your AR experiences better in GP!
Receivables Management Overview and Setups:
Let’s talk about Receivables and How GP can Help with an Overview of AR in GP
What are the differences in Receivables, Sales Order Processing and Invoicing?
New Features in GP 2018 since GP 2013!
Discussions and demonstrations of the setup options for Accounts Receivable
What are “buckets?” and can you change them
What are all these passwords for and who can see them?
Defaults and Document Formats!
Options, Options, Options what do they all do?
Classes in GP for Sales, what are the best practices and what do I need classes for?
How do we start using the classes and what are these setup options?
Why is setting up Refund Checks important and how do I do it?
Cards and More Cards!
Sales Territories in GP and their impact on Commissions and Reporting
Setups and Functionality
Sales Persons in GP and what is the upside, limitations and some awesome newer ways to calculate commissions for them?
Customer Setup
Why and how to setup your customers so GP works for you! Sales Taxes? Let’s discuss how to setup sales taxes so you don’t have to keep a spreadsheet!
What in the world is a “National Account?”
You mean, I can email my customers from GP?
Invoices, statements and more!
Procedures and Processes in AR Daily/Monthly/Yearly!
Daily
What are my transaction options and what, exactly do each of them do?
What are batches for and why you should use them!
Let’s enter a few transactions
Discuss what Distribution Types are and how to avoid errors in distribution!
Receiving Cash and Applying Cash
Wanna process a refund?
Whoopsy! My Batch is stuck and where is my transaction?
Brief discussion and demonstration of a scheduled payment. Fun!
What are CheckLists and how can you use them?
Monthly
How to reconcile to your General Ledger and How to STAY there!
Why running your Aging process is in your hands!
To Finance Charge or Not to Finance Charge (it’s always the question)
Statements in Dynamics GP – You have a lot of options!
Transferring Commissions, Write Offs and Much, Much More
Ummm, why would I “remove paid transactions”? We’ll discuss and do it!
Yearly
Tax Reconciling
What happens if I push the button “Year End Close”
Instructor: Jo deRuiter Audience: Anyone who wants to understand Accounts Receivable Level: Beginner Prerequisites: An open mind and a positive attitude. Preparation: Please bring a Windows PC to class for the Academy training environment from VisiLearn called vConnect. Delivery Method: Group based, In-person
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.jpg "Jo deRuiter, DCP, MCP photo")