Dynamics GP

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.

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.

Join GPUG All-Stars Abra, Amber, Kyle, Shawn, and Zubin with guest appearances from other MVPs and All-Stars (present and future, aka – you!).

This session is a throwback to the origins of GPUG, your Q&A session, this is intended to be a live troubleshooting session. 

We encourage audience members to respond to each other’s questions sharing their experience as to how they have responded to similar challenges.

We want to demonstrate to you the Power of Us, to recognize that you are not alone and that your peers know how to guide you through your challenges.

Our expert panel will be there as a safety net, to course-correct or fill in the gaps if necessary, but we want this to be your session.

We will not have a formal presentation, we will start the session with an interactive whiteboard of your questions.

We will ask all attendees to submit their questions in advance so we can maximize our time responding vs soliciting questions.

If we don’t cover everything during the session our panel will respond to you after the session.

We are looking forward to us all working through your issues together!

How to create an automated Excel macro that will massage your Smartlists automatically for you after downloading from GP.  We’ll explore better tools than SmartList to get your data out of GP including using Excel Reports, SSRS Reports, and even Power BI.  We’ll also explore how you can quickly visualize your data using tools like Tableau without having to spend hours slicing and dicing data in Excel.

Calling all Management Reporter users!  Come see some of the most recommended Tips & Tricks for report design, reconciliation and distribution to have smooth sailing financial reporting ship.  Maximize your knowledge and use of Management Reporter in this crash course of “favorite features”.  Bring your questions and report design scenarios to share in this casual and informative session. 

Are you or your small team charged with managing GP for an organization with lots of GP companies and similar tasks daily, weekly or monthly? If you’re performing the same task more than once (ok twice) there’s opportunity for automation because you have better things to do with your time!  I’m the sole admin for 49 GP databases and I’ll show you how I use SQL to automagically open the GP fiscal period for a new month, run an automatic daily AR aging process and more across our entire GP enterprise.

Participants will learn how to:

1.Create a SQL process to automatically open the new fiscal period for one or more GP companies;
2.Use SQL to automatically ‘age’ all accounts receivable customers daily;
3.Automatically generate an AR Aging and email it as an attachment directly from SQL

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.

Are you new to GP? Have you tried cutting a check and for some reason it printed all open invoices? Maybe you’d like to use ACH, but after you set the vendor up a check still printed! Do you find yourself changing the invoice date to “make it work”? Come join us as we discuss all of the payment options in GP and how to build a payment batch so that you only pay what needs to paid. 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.

There is no doubt that Microsoft Dynamics GP can improve account payables operations for all types of businesses. This ERP gives you peace of mind that your AP processes are being implemented smoothly day to day. Now imagine what you can achieve when you pair this powerful ERP with Yooz, the leading AP automation solution on the market. Achieve the highest level of automation with completely paperless AP, the fastest processing times with same day invoice approval, and unmatched savings for maximum ROI. Join us to learn why integrating Microsoft Dynamics GP with our AP Automation solution is the key to achieving your best AP workflow yet. Hosted by Casey Dial, Regional Director of Sales at Yooz North America. 

Come find out how to process your Revenue and Expense Deferrals in GP.  

Do you have Prepaid expenses? Let GP defer that expense.

Do you have Revenue Recognition requirements?  Let GP process your revenue recognition schedules.

We’ll talk about ASC606 compliance.

We’ll discuss the pros and cons of GP’s Deferral module.

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.

A finely-tuned payables process is key to any organization using Dynamics GP but how far can you go with the tools available in GP?  Join us as we cover…- Best practices for getting your payables processed and paid as quickly as possible- Utilizing GP workflows (transactions, batches, vendors)- Importing documents using integration tools- Document attachments- “Automating” in as many areas as possibleThis session is geared for an audience with a basic skill set.A finely-tuned payables process is key to any organization using Dynamics GP but how far can you go with the tools available in GP?  Join us as we cover…- Best practices for getting your payables processed and paid as quickly as possible- Utilizing GP workflows (transactions, batches, vendors)- Importing documents using integration tools- Document attachments- “Automating” in as many areas as possibleThis session is geared for an audience with a basic skill set.

Are you scared of Report Writer? Have you held back from using the Microsoft Word Forms? Join Amber Bell as she shows you tips on creating custom reports using Report Writer and how to move those changes into Microsoft Word Forms. You’ll see how she uses these tools to create customized Customer Statements.