Beyond the Basics: Best Practices for Microsoft Dynamics GP Month-End Close will cover a variety of tips to improve your Month-End close procedures for General Ledger, Payables Management, Receivables Management, Sales Order Processing, Purchase Order Processing and Inventory. You will learn the best ways to use Microsoft Dynamics GP standard reports, inquiry windows, SmartLists, Navigation Lists, SQL Reports and Excel Reports to troubleshoot common issues and prevent user mistakes.

Attend this session to learn how to balance your subledgers to the GL to ensure your data makes sense and can stand up to the strictest of auditors! Learn how checking a couple boxes can prevent common mistakes and save you thousands of dollars in Microsoft Dynamics GP support.

Learning Objectives:
• Create Month-End Checklists inside of Microsoft Dynamics GP
• Review System setup to prevent errors and mistakes
• Create SmartList reports to review Master Records (Customers, Vendors, and Items)
• Create SmartList reports to review unposted transactions
• Create SmartList reports to review transactions to Control Accounts (AP, AR, Inventory, Accrued Purchases and Cash)
• Reconciling Checkbooks in Microsoft Dynamics GP.
• Use Excel Reports to analyze data from GP in refreshable lists, charts, and graphs.

Level: Intermediate

Audience: Finance / GP Support

Prerequisites: Basic Dynamics GP Skills

Training Materials: Training Dynamo: Microsoft Dynamics GP Year-End Closing Workbook

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