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Discover What’s New in Microsoft Dynamics GP 2022: Enhancements You Can’t Miss

Discover What’s New in Microsoft Dynamics GP 2022: Enhancements You Can’t Miss

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.

 

Maximize Efficiency with Customizable Report Templates for Dynamics SL

Maximize Efficiency with Customizable Report Templates for Dynamics SL

Microsoft Dynamics SL allows you to create templates for reports, which can help streamline the report creation process saving you time, making reporting easier, and ensures consistency and accuracy in your report formats. Businesses that use templates for financial reports in Microsoft Dynamics SL improve their financial reporting processes. 

Some examples of report templates that can be created in Microsoft Dynamics SL include: 

Financial statements: 

  • Balance sheet: A report that summarizes a company’s assets, liabilities, and equity at a specific point in time. 
  • Income statement: A report that summarizes a company’s revenue and expenses over a specified period of time, typically a month or a year. 
  • Cash flow statement: A report that tracks the movement of cash into and out of a company, providing information on cash inflows from operations, investments, and financing, and cash outflows for operations, investments, and financing.

  • Sales by customer: A report that displays sales data broken down by customer, providing insights into the performance of individual customers.
  • Sales by product: A report that displays sales data broken down by product, providing insights into the performance of individual products.
  • Sales by region: A report that displays sales data broken down by geographical region, providing insights into regional sales trends.

Purchasing reports:

  • Purchases by vendor: A report that displays purchasing data broken down by vendor, providing insights into the performance of individual vendors.
  • Purchase order history: A report that tracks all purchase orders for a specified time period, including information on the vendor, items ordered, and amounts paid.

Inventory reports:

  • Inventory valuation: A report that displays the value of a company’s inventory, including information on the quantity, cost, and value of each item in stock.
  • Inventory by location: A report that displays inventory data broken down by location, providing insights into the distribution of inventory across different sites.

Project reports:

  • Project cost analysis: A report that displays the costs associated with a project, including information on labor, materials, and overhead expenses.
  • Project billing: A report that displays project billing information, including the total amount billed, the amount paid, and the amount outstanding.
  • Project profitability: A report that displays the profitability of a project, including information on revenue, costs, and profits.

Payroll reports:

  • Employee earnings history: A report that displays a summary of an employee’s earnings history, including information on salary, bonuses, and benefits.
  • Employee tax liabilities: A report that displays the amount of taxes withheld from an employee’s paychecks, including information on federal, state, and local taxes.

Job cost reports:

  • Job cost analysis: A report that displays the costs associated with a job, including information on labor, materials, and overhead expenses.
  • Job cost to complete: A report that displays the estimated cost to complete a job, based on current expenses and projected expenses for remaining tasks.

How to Create a Report Template in Dynamics SL

No matter your industry or department, using templates will help you look good and save you time.  Here are the general steps, using the report writer tool, to create a template in Dynamics SL:

  1. Open the Report Writer tool in Microsoft Dynamics SL.
  2. Select the report that you want to use as a template.
  3. Make any necessary modifications to the report, such as changing the format, adding custom fields, or modifying the layout.
  4. Click on the Save Template button. The Save Template (98.600.01) screen should appear, and you will see the existing template id and description.
  5. Enter a new Template ID, type out a Description, and then click OK.

  1. Save the report as a template.
  2. The new template is now saved and ready to be used.
  3. To use the template for future reports, select the template when creating a new report.

Note: The specific steps for creating and using a template may vary based on the version of Microsoft Dynamics SL you are using.

Do you have questions or need assistance with Microsoft Dynamics SL?  From upgrades, development, report writing, licenses, or training, we have the experts on hand to help you.

Contact Us Today!