16 Aug

Academy - Beyond the Basics: Financials Aug. 2018

Academy - Beyond the Basics: Financials Aug. 2018

Thursday, August 16, 2018 (12:45 PM) to Thursday, August 16, 2018 (5:00 PM) (Eastern Time)

GoToMeeting PCAP, PCAR, Professional Certificate
Amber Bell

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Beyond the Basics: Financials will cover a variety of tips to enhance your use of General Ledger, Payables Management and Receivables Management. Take your Dynamics GP knowledge of the Financial Series to the next level with this fast-paced session where you’ll see some lesser-known and under-utilized features of the financial modules. This course is open to any GP user.

Don't miss this valuable session to review tons of tips to help you get your job done faster and simpler. If you use or support the financial modules at your organization, then this online training is for you.

Learning Objectives:
• Create rollup account views in General Ledger to more quickly reconcile to the sub ledgers.
• Set up Posting Accounts to help you enter transactions quickly.
• Leverage the Excel reconcile tools to assist during reconcile.
• Create four additional lookups for many lookup windows.
• Compute sales tax in Receivables.
• Compute use tax in Payables.
• Simplify vendor expense account selection.
• Use setup options often overlooked.

Level: Intermediate

Audience: Finance / GP Support

Prerequisites: Basic Dynamics GP Skills

Training Materials: Will be supplied by the instructor as appropriate.

Preparation: The detailed instructions for connecting and attending the class will be sent one to two days prior to class. Students have the option of connecting to the class via conference call or VOIP. If using VOIP, a headset with a microphone is strongly recommended. If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions, and a dual monitor is strongly recommended to facilitate navigation.

Delivery Method: Group Internet-based

CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Amber Bell