Dynamics GP

In the expanding eCommerce environment, Returns Management is quickly becoming a significant part of daily processing. In this session we will cover both Customer Return processing and Purchasing Returns. For Customer Returns you will learn how to issue an “”RMA”” and send paperwork to your customers to use as a Packing Slip for your dock.  We will also cover inventory quantity types for quality control considerations and refund options.  For Purchasing Returns we will focus on the related Inventory considerations. The attendee will come away knowing which of the 4 documents types to use given the scenario and how to prevent or workaround the Inventory “”gotcha’s””. This session is geared for an audience with a basic skill set. This session will be available for CPE credits pending completion of session survey post event.

With our ever-changing needs of tracking information and not wanting to change our General Ledger account structure, you have two tools with which to leverage to gather data and report on the numbers for projects.  Project accounting allows the tracking of a project be it internal or external whereas Analytical Accounting allows you to do the same thing but is done at the account level only.  Let’s explore the differences of each product.

This session is geared for an audience with a basic skill set.

This session will be available for CPE credits pending completion of session survey post event.

As the economy slowly recovers and the new normal settles in, now is the time for finance leaders to strategically rethink the way they operate to help the business survive and thrive in turbulent times. Since Accounts Payable is the #1 most time-consuming function in finance today, automation and scaling are the key components of modernizing your organization to enable business success. Join us to learn how Tipalti can help Dynamics GP, Dynamics NAV, Dynamics 365 Business Central customers streamline and transform global payables operations, adding governance to regional entities, and automating tiresome processes that weigh you down.

Are you a payroll super hero?  Join us for a celebration of payroll best practices, updates, and learnings to make sure that your payroll super powers are fully charged. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Basic

Learn the difference between  Virtual Card, Credit Card, and ACH/EFT. Learn how to setup Virtual Card in Dynamics GP and see how transaction flows in Payables module to Bank reconciliation to be compared with Credit Card and EFT transactions.  See the benefits of using Virtual Card and save lots of  hours and headaches from our lessons learned in implementing Virtual Card.

This session is geared for an audience with a basic skill set.

This session will be available for CPE credits pending completion of session survey post event.

Lease accounting has changed for everyone, in every industry. The large accounting firms have called this the largest accounting change n the last 20 years. Whether you file under ASC 842 (US GAAP), IFRS 16 (Canada and International) or GASB 87 (Government accounting), your life is about to get much more complicated. This session will explain what you need to know about these standards as well as how to get ready to be compliant.

After this session, participants will have a clearer understanding of the basic differences between the current lease standards versus the various new standards.

After this session, users will have a better understanding of the accounting entries related to the new lease standards

After this session, participants will have a better understanding of what to look for in a lease management product in the Dynamics ERP space

This session is geared for an audience with a basic skill set.

This session will be available for CPE credits pending completion of session survey post event.

How do you improve GP security without the pain of starting from scratch? Use our practical tips for Dynamics GP! In this fast-paced session, we’ll hit 50 tips designed to make GP more secure. These tips are practical and ready to be applied as soon as you get back.

This session is geared for an audience with a basic skill set.

This session will be available for CPE credits pending completion of session survey post event.

In this session, you will learn what’s new with Dynamics GP, 50 features in 50 minutes. We will focus on the 2 most recent releases, the October 2019 release and 2018R2 in this presentation. In addition as a bonus, the slide deck includes over 40 additional new features released in the past 3 releases (2018, 2018R2, and October 2019) which we will not cover during the presentation due to time constraints, but you can review the slides for the bonus content at your leisure.

Do you find yourself doing the same things over and over again in GP?  Do you have lots data to enter/update?  This session will introduce macros and how they can simplify repetitive tasks in GP.

Many aspects of GP Macros will be covered:

  Introduction to macros

  Creating and running macros

  Editing macros

  Merging your data with a macro to add/update multiple records using Replicator

If you’ve never used a macro or if you are an expert, this session will help you be more efficient in your day to day tasks.

This session is geared for an audience with a basic skill set.

This session will be available for CPE credits pending completion of session survey post event.

The landscape for Accounts Payable is changing. New technologies offer the promise of increased efficiency, electronic B2B payment types and automated workflows – but it takes significant time, effort and cost to transform into the AP department of the future. Or does it? 

Join Mekorma to discuss how you can make paying vendors in Microsoft Dynamics GP a much easier experience – without losing the familiarity of tried-and-true, integrated processes. We’ll show you how to:

•    Manage all your payment batches, for all your GP companies and checkbooks from one central location 

•    Approve payments on-the-go with our mobile application, PowerApprovals 

•    Safely outsource vendor payments by letting us handle them for you! Mekorma Enhanced ePayments can permanently relieve you of the most time consuming and costly parts of the AP function

Been on GP for several years?  Don’t know why it is set up the way it was?  Times have changed, codes have changed, new features are here, and you may have a lot of obsolete data cluttering things up. It might be time to revisit your payroll setup and see what changes could be made that would help you process payroll more efficiently or get better reporting.

This session is geared for an audience with an intermediate skill set.

This session will be available for CPE credits pending completion of session survey post event.

In this course users will learn how to create a workflow for Payables Transactions in Dynamics GP. Route and send documents for approvals to GP and non GP users! Create tasks for users to complete! Email notifications and approval links to users. Add users to the workflow without requiring GP licenses. GP 2016 or newer (versions applicable).

This session is geared for an audience with an intermediate skill set.

This session will be available for CPE credits pending completion of session survey post event.

Looking to step your game with Management Reporter for Dynamics GP and SL?  This session will show you how to create three complex reports: a Consolidated Income Statement, A Dynamic 12-Month Income Statement and a Cash Flow Statement.  Plus, learn how to use non-financial data (or KPIs) to present data to your executive team. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Intermediate

The modern workplace means every department – from accounts payable to human resources to legal – needs to be able to communicate, collaborate, and do their best work from anywhere, not just the office. This session will detail how DocLink can enhance your Microsoft Dynamics deployment by allowing you to go paperless and touchless in any department to:

•    Eliminate paper-based document processes 

•    Capture, process, retrieve & deliver documents automatically from anywhere

•    Streamline previously manual processes

We’ll share real-world company experiences and show you how to stop manually processing your documents and gain greater efficiency. Join us to learn how you can automate workflows and streamline your day-to-day responsibilities for complete visibility into your processes and data. This session is for the following products: Dynamics GP, AX, Nav, SL, D365 F&O and D365 Business Central.

Management Reporter has many built-in features that can help you build great financial statements. In this session, learn how to automatically add new accounts and descriptions to Row Definitions, create new Reporting Trees, add additional text from reporting units, sort data, renumber row codes and more.

This session is geared for an audience with a basic skill set.

This session will be available for CPE credits pending completion of session survey post event.

Dynamics GP Workflow has been getting better and better since its inception.  During this session, you’ll learn basics of Workflow and advanced options on how to add additional fields to messages and conditions – making your workflows even more powerful! Join us to learn more about the following: overview of setup for workflow, types of workflow, designing a workflow, how to create a vendor workflow, adding fields to messages and adding fields to conditions.This session is geared for an audience with a basic skill set.

This awesome session breaks down so many features of GP that can make any finance manager or CFO’s life 10X easier!

In less than an hour, learn over 50 tips and tricks used by Management Reporter users in handling their financial reporting requirements. Sort data. Run multiple reports at one time. Set security by department. Learn about all of these plus many more.

This session is geared for an audience with an intermediate skill set.

This session will be available for CPE credits pending completion of session survey post event.

MSX Group Prospero® is your next-generation solution for budgeting, forecasting and financial reporting. With Prospero® you can create sophisticated budgets, forecasts, and boardroom-quality reports – all without IT assistance or custom programming. Prospero is designed to leverage the latest technologies, platforms, and operating systems, while continuing to remain relevant to your current legacy environment and investments. Prospero can be implemented in days, not weeks and allows you to convert your exis