Dynamics GP
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.
Which system do you get data from? Bet it can export it into a CSV or other Excel format. If you have issues getting to your raw data for any reason but can still export it, this session is for you. You will learn how to save exported data from excel files into a different excel file while cleaning it up and combining it with other reports as needed. After we set it up for the first time, you just need to place new reports in the same folder and Excel (Power Query) will automatically update your files!
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.
The pandemic has brought on a new set of business challenges while the e-commerce industry has managed to continue growing. It’s time to get the most out of your GP solution to increase your online sales despite today’s business climate. In this session, join us as we discuss opportunities that businesses have experienced from the COVID-19 crisis and how to leverage your Microsoft Dynamics GP investment to grow your e-commerce business. We will provide you with strategies to identify e-commerce opportunities and ways to seamlessly integrate your electronic channels to increase sales and improve operations while providing an enhanced, secure customer experience.
The Dynamics GP add-ons we offer were developed based on customer wish lists. We will review some of our most popular products, and also talk about a few custom projects that led to new products. We would also like to hear from you about YOUR wish list, is it our next great product?
The COVID-19 outbreak has forced businesses to change the way they operate overnight, having to do more with fewer resources and shifting priorities. The need for automation has become clearer than ever to increase efficiency and free up teams from mundane tasks, such as sales tax compliance.
Managing sales tax can be complex and time-consuming, yet failure to comply can leave a business open to audits and significant fines. Automating tax compliance can reduce that risk and free up teams to focus on higher value projects. Want to learn more? Join our session to discover the benefits of sales tax automation, and how to choose the right technology for your business.
You’ll learn:
• The challenges of tax compliance
• Which industries typically have the most compliance risk
• How to know when your business should pursue tax automation to maximize ROI
• Tips to identify and implement the right automation software
In these uncertain times, the last thing you need to worry about is tax compliance. Don’t miss this session to make sure your obligations are being managed properly and efficiently.
Attend this session to be entered to win the new Xbox series X – exclusively for Avalara session attendees! Winners will be selected at random, based on session attendance.
Dynamics products Avalara works with:
• Microsoft Dynamics 365 Business Central
• Microsoft Dynamics 365 Finance & Operations
• Microsoft Dynamics GP
• Dynamics NAV
• Microsoft Dynamics SL Microsoft Dynamics AX
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
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
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.
Learn how to make your Excel reports more efficient. Learn how to create new Excel reports that replicate your Smartlist favorites. In this session we will take some of the out of the box Excel reports and walk through the steps of adding new columns, removing columns, and graduating from leveraging Smartlists and exporting t: Learn how to make your Excel reports more efficient. Learn how to create new Excel reports that replicate your Smartlist favorites. In this session we will take some of the out of the box Excel reports and walk through the steps of adding new columns, removing columns, and graduating from leveraging Smartlists and exporting to Excel directly into refreshable Excel reports. 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.
Looking for a better way to get payroll information into the hands of your employees? Wanting to do away with mailing W2’s to everyone? Maybe you need a better way for employees to update their W4 information.
In this session, attendees will learn what it takes to get employee self-service set-up and ready to use. Discussion points will include licensing requirements, software installation needed, and set-up in GP for employees.
Then attend the next session where we demonstrate how employees will use Self-Service!
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.
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.