Dynamics GP

This session is ideal for accountants who are responsible for creating and generating financial reports for their organization but have little training with Management Reporter for Dynamics GP and SL.  Learn the basics of report building blocks and leave with the know-how to create four key financial statements within Manager Reporter:  Trial Balance, Income Statement, and Balance Sheet.  Discover the power and flexibility of reporting trees and get the skill you need to present useful data to your executive team. 

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

Level: Basic 

Do you use the Inventory module in GP?  Then you should use HITB.  The HITB was designed to be your inventory subledger to the GL.  There are gaps in capturing all the data if you are currently using the Historical Stock Status report as subledger, but HITB captures it all.  The gaps will be exposed, the process defined, and you will be empowered to overcome the possible objections from the accounting team.

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.

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.

We will discuss the myriad ways to do data repair in GP, we’ll cover normal repair scenarios and go through the best practices for advanced or complex data repair in GP.  We will also be reviewing the myriad tools at your disposal for ensuring you efficiently and accurately get the data repaired with low risk to your employer or client.  Some little known tools will also be shown (free tools) that you can use to your advantage for accurately repairing or cleaning up data!  Some of these tools will be given to you! Tons of tips, tricks and resources to help.

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.

SmartLists, GP Reports, SSRS, Management Reporter, Excel Reports, Navigation Lists, Power BI… WOW

Feeling lost or that you’re maybe not utilizing the best reporting options in GP?

Join us as we cover…

– Pros vs cons to each reporting option

– Quick how-tos on deploying each option, accessing & making changes

– Most-used scenarios

– Best practices for staying organized & keeping your users in the right place

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.

We’ve taken the time to connect with several GP consultants, ISV’s and end users to come up with a list of 20 things you should never do in GP.  Let’s learn from each other’s mistakes so that we never find ourselves in a situation that isn’t very desirable. Join us to learn some of the biggest issues clients face with Dynamics GP and how to open a proper support case with your IT team or partner.

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 course users will learn how to modify Dynamics GP Word Templates. These modifications will include adding new fields, removing fields, changing formatting, and other company requirements. GP 2010 or newer (versions applicable).

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.

As we have learned to adjust our work environments, processes and daily routines, we have gained organizational insights about how we need to be more flexible, collaborative and connected. This session will cover the challenges of processing invoices remotely, with even less visibility, and even greater need for integration with Dynamics GP. We will discuss lessons learned and real-world examples of streamlining the accounts payable process and centralizing document management. We will include a live demonstration of KwikPayables for GP that features a touchless AP process with end-to-end visibility — keeping your team connected wherever they are.

Proper configuration of the Project Accounting module makes a tremendous difference, and this session is dedicated solely to tips & tricks in the setup and mapping of this module to your GL. Join us so you can help yourself and your colleagues within Project Accounting!

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.

No matter where your employees are working these days, it has become crucial to implement the technology and tools to ensure that our remote teams are able to stay up-and-running without missing a beat. Join this presentation to learn how MetaViewer Paperless Automation helps Microsoft Dynamics GP end users manage their payment processes efficiently, securely and flexibly.

We’ve taken the time to connect with several GP consultants, ISV’s and end users to come up with a list of 20 things you should do in GP.

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.

Remote working is more important than ever. In this session, learn how GP Workflow can support approval paths and rules for GP documents and master records with remote approval capabilities. See how to setup a basic Workflow to approve transactions or batches and learn about options for conditional approvals, escalations, and what is needed to enable mail notification for remote approval.

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.

A free format AMA (Ask Me Anything) session where you can have open discussion about Microsoft Dynamics GP customization development with experienced developers David Musgrave, Steve Endow and Kerry Hataley as well as fellow audience members. 

This is an open session with no slides to present, every audience member is welcome to ask a question or respond to questions, the expert panel are there to facilitate and share their knowledge and experience. If you have questions, please send them in advance to info@winthropdc.com so we can make them so we can make the most of the time we have.

Participants will benefit from open discussion about Microsoft Dynamics GP development.

How many ways can a shipment receipt go wrong… SO many, we need to spend some time on this together.  Received it accidentally?  Didn’t receive it?  Wrong quantity?  Defective?  Vendor gave you a credit?  Wants to ship you more? Open the PO, close the PO…. you get the point.  Let’s unpack all the ways GP can handle your problem Purchase Orders using RTV, to keep the inventory AND the vendor records organized and the PO’s accurate.

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.

For GP admins, there is often a need for some basic SQL skills and knowledge. You may not have an IT background, but with some light training you can find the details on how to navigate SQL Server Management Studio and perform some valuable SQL tasks. This session with give an overview of that navigation as well as cover some of those key SQL functions including backups and maintenance as well as the table structure and the intro to report writing with views. If you are a GP admin looking for additional SQL knowledge, this session is for you.

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.

Join us in this session to go through all the slicing and dicing options you can do in SmartList – including SmartList Export Solutions!

Leaning Objectives:

Learn all the components of SmartList

Streamline your searching functionality

Learn how to deploy Excel Refreshable Reports

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.