by gfcpartners | May 9, 2023 | Business, Project Accounting
The October 2022 release of Dynamics GP brought a host of improvements that faithful users will delight in. What is more, it shows how much the team at Microsoft has been listening to customer feedback and providing solutions for customer requests.
There is a long list of enhancements for this release. In this article, we want to highlight the features that were most requested by customers, so you can quickly learn about those that are most important to you!
Checkbook Balance Inquiry Enhancements
Before this release, you selected the checkbook and filled in the fields in the window. Now, the functionality has improved to provide greater filtering capabilities and speed up your workflow. Now, you complete the heading type information first, then select your checkbook, adjust the date range, set other sort options, and then click Redisplay. Now you’re able to quickly find the data you need without leaving this screen.
Checkbook Register Inquiry Enhancements
As they share a similar look and functionality, this window was also updated. The process – setting the filters and clicking the Redisplay button – is basically the same as described for the Checkbook Balance Inquiry window.
Account Category Lookup Improvements
If you remember, the Account Category Lookup was pretty basic. Now you can change the sorting priority to better visualize the list. Additionally, a search feature has been added within the same window to help you quickly find what you’re looking for in a large list.
Account Segment Lookup Enhancements
Like his twin brother Categories, the Account Segments window also gets the sorting and search functionality. This should be a significant productivity boost, making proper segment assignment just a few quick clicks of the mouse.
Journal Entry Inquiry View Workflow History
Good news for users of Workflow! If you select a reversing journal entry, you now have a new view into the transaction. Select the journal entry, and you’ll notice the Workflow History button is now enabled. Clicking it will reveal additional historical data for that transaction.
Transaction Level Post through GL without Printing GL Posting Journal
In the past, when creating a Payables Transaction Entry and checking “Post Through General Ledger Files”, it was required for the GL Posting Journal to be selected in the Posting Setup. As of the 2022 release, this is no longer a requirement. This applies to both the Payables Transaction Entry and Payables Manual Payment Entry screens.
Reprint Bank Journals
Now you’ll enjoy fine-grained control over the data you want to appear when reprinting Bank Journals. For the Bank Deposit Journal, Multicurrency Bank Deposit Journal, Cleared Transactions Journal, and Outstanding Transactions Report, you are now able to filter by Audit Trail Code, focusing on the most relevant data. As for the Bank Adjustments Journal and Multicurrency Bank Adjustments Journal, you can filter not only by Audit Trail Code but also by Date Range, keeping your reports neat and concise.
Print Bank History Reports
Another enhancement for the Bank Adjustments Reprint Journal, Bank Deposit Reprint Journal, Bank Transaction History Report, Multicurrency Bank Adjustments Reprint Journal, Multicurrency Bank Deposit Reprint Journal, and the Outstanding Transactions Report – Reprint reports: Now you can filter by date range! This will be useful in a number of scenarios. Additionally, the selected date range will appear at the top of the report to be clear and transparent about the report’s contents.
Print and Email POP and SOP Documents at the Same Time
Documents across the Purchase Order Process (POP) and Sales Order Process (SOP), including the Purchasing Navigation List, Sales Navigation List, and Purchase Order Entry, now have consistent functionality: You can prepare any of these documents to send by email, and have the option to print them at the same time. When emailing one of these documents, you’ll be presented with the option to Print a Copy or Print Remaining. Not selecting one will simply send the document via email to your client. What do the two new options mean?
Print a Copy will print all documents for this process, and additionally email those documents that have been marked to send. Print Remaining will email documents to those who receive them and print any that weren’t set up to email.
Workflow History Option for No Approval Needed Steps
Sometimes it’s not necessary to save ALL data related to your Workflows. If your Workflow step does not require approval, you can now set the system to skip the step of saving workflow history by checking the “Omit ‘no action needed’ workflow messages from workflow history” checkbox.
Next Steps
These are some real productivity boosters that Microsoft has brought to us in the latest release. And in fact, there are many other features highlighted in Microsoft’s release notes. We hope that these features will improve your workflows.
Would you like to know more about Dynamics GP and the new features available, as well as those coming in a future release? Contact GaleForce Consulting Partners today and let the Microsoft Dynamics GP experts show you how to make the most of your GP investment.
by gfcpartners | Feb 20, 2023 | Business
Welcome to the world of Microsoft GP 2022. As the newest version of Microsoft Dynamics GP, it offers an array of features and enhancements to make managing your business easier and more efficient. In this blog, we’ll explore what’s new, including an overview of the latest features, benefits of upgrading, how to get started, and more.
Let’s go!
Overview of the New Features in Microsoft GP 2022
Microsoft GP 2022 seeks to help you gain greater visibility, automate processes, and improve efficiency. The following are some of the key ways GP 2022 does that:
- Enhanced reporting and analytics capabilities – Microsoft GP 2022 enables businesses to access deeper insights into their operations. The new version also includes an updated user interface to make it easier to view and manage data.
- Improved data security – Microsoft GP 2022 is chock-full of enhanced security features to help protect sensitive data and ensure compliance with industry regulations. The platform also includes multi-factor authentication, advanced encryption, and role-based access control to further protect data.
- Enhanced integration capabilities – enable your business to connect to other systems and applications more easily with these out of the box features. Streamline operations, improve efficiency, and access data from multiple sources.
- Enhanced user experience – Microsoft GP 2022 offers an intuitive interface and enhanced navigation capabilities. This makes it easier for you to find and access the data and tools you need.
Benefits of Upgrading
Upgrading to Microsoft GP 2022 offers a range of benefits for your business, including improved efficiency, higher levels of security, and enhanced reporting capabilities. Additionally, the platform is designed to be highly scalable, allowing businesses to easily add users or scale up their operations as their needs change. Here are some of the key benefits of upgrading to Microsoft GP 2022:
- Effortless efficiency – By automating processes and providing access to data from multiple sources, Microsoft GP 2022 can help your business to streamline operations and improve efficiency. This can help you reduce costs and improve the quality of products and services.
- Rock-solid security – Microsoft GP 2022 includes enhanced security features to help protect sensitive data and ensure compliance with industry regulations.
- Real-time reporting – Microsoft GP 2022 offers enhanced reporting capabilities to help your business gain deeper insights into operations, and make better decisions based on real-time data and insights.
- Fewer manual processes – Upgrading to Microsoft GP 2022 can help reduce costs by streamlining operations and eliminating the need for manual processes.
How to Get Started with Microsoft GP 2022
Getting started with Microsoft GP 2022 is easy. The platform is designed to be highly intuitive, allowing users to quickly and easily get up and running. Microsoft provides support resources and tutorials to help you get the most out of the platform. Here are the steps for getting started with Microsoft GP 2022:
- Step 1: Contact Us and we can help you get set up with the licenses you need.
- Step 2: Plan for setup. Once your account is activated, you can begin planning your setup. Make your user list, and determine which roles each person on the team will need. This is where you’ll determine what integrations you need as well.
- Step 3: Install the software – Once you’ve decided who will use the system, what roles they’ll have, and what additional solutions need to be considered, it’s time to install the software on your devices. This can be done through the Microsoft GP 2022 portal or through a Microsoft partner.
- Step 4: Start using the platform – Once the software is installed, the real fun begins. This includes setting up those users, configuring permissions, and exploring the features and tools available.
- Galeforce Consulting Partners is here to support you with whatever you need.
Key Microsoft GP 2022 Modules
Microsoft GP 2022 includes a range of modules to help you streamline your business operations and improve efficiency. The following are some of the key modules included in the platform:
- Financials – The financials module includes a range of tools for managing accounts payable and receivable, budgeting, and cash flow. This module also includes a suite of analytics and reporting tools to help businesses gain deeper insights into their financial performance.
- Sales & Marketing – The sales & marketing module includes tools for managing customer relationships, creating campaigns, and tracking performance. This module also includes customer segmentation and lead scoring capabilities to help businesses identify and target the right customers.
- Supply Chain Management – The supply chain management module includes tools for managing inventory, order fulfillment, and shipping. This module also includes analytics and reporting capabilities to help businesses gain greater visibility into their supply chain.
- Business Intelligence – The business intelligence module includes a range of tools for creating reports, analyzing data, and identifying trends. This module also includes predictive analytics capabilities to help businesses make better decisions.
Microsoft GP 2022 Security Enhancements
Microsoft GP 2022 includes a range of security enhancements to help protect sensitive data and ensure compliance with industry regulations. The platform includes multi-factor authentication (MFA), advanced encryption, and role-based access control to further protect data. Additionally, the platform is designed to be highly secure, with regular updates and patches to ensure the highest levels of security.
How to Optimize Your Microsoft GP 2022 Experience
Once you’ve gotten started with Microsoft GP 2022, there are a few steps you can take to ensure you’re getting the most out of the platform. Here are some tips for optimizing your Microsoft GP 2022 experience:
- Utilize the support resources – Microsoft GP 2022 includes a range of support resources to help you get the most out of the platform. These include tutorials, webinars, and FAQs to help you understand how to use the platform and troubleshoot any issues.
- Automate processes – Microsoft GP 2022 includes tools for automating processes to help businesses streamline operations and improve efficiency. This can help businesses to reduce costs and free up time for more important tasks.
- Utilize analytics and reporting – Microsoft GP 2022 includes a range of analytics and reporting tools to help businesses gain deeper insights into their operations. This can help businesses to identify areas for improvement and make more informed decisions.
Microsoft GP 2022 is the latest version of the Microsoft Dynamics GP platform and it offers a range of new features and enhancements. Upgrading to the new version offers a range of benefits, including improved efficiency, higher levels of security, and enhanced reporting capabilities. Additionally, the platform is designed to be highly scalable, allowing businesses to easily add users or scale up their operations as their needs change.
By following the steps outlined in this blog, you can easily get started with Microsoft GP 2022 and optimize your experience. With the right tools and resources, you can ensure that you’re making the most of the platform and gaining the most value from your investment.
If you’re looking for a comprehensive business management solution, Microsoft GP 2022 is an excellent choice. With its range of features and enhancements, it can help businesses streamline operations, improve efficiency, and gain deeper insights into their operations.
Since 2009, Galeforce Consulting Partners has helped hundreds of businesses implement, develop, and use Microsoft Dynamics GP and SL to manage their business.
Whether it’s training, data migrations, licenses, integrations, custom solutions built for you, or software and hardware upgrades needed to continue working with Dynamics GP or SL, the Galeforce team can help.
