27 Feb

Academy - Getting Started with Payables Management for Dynamics GP Feb 2019

Academy - Getting Started with Payables Management for Dynamics GP Feb 2019

Wednesday, February 27, 2019 (12:45 PM) to Wednesday, February 27, 2019 (5:00 PM) (Eastern Time)

GoToMeeting PCAP, Professional Certificate
Amber Bell


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This class is designed to help anyone who is new to processing Accounts Payable (Payables Management) through Microsoft Dynamics GP. The class starts with a review of the basic settings in Payables Management and Posting and how this affects day-to-day transaction processing. We will also go over tips for navigation (setting up your homepage, toolbar, shortcuts, and using Navigation Lists).

Core Agenda:

• Vendors and Vendor Classes
• Payables Transaction Entry: (Invoices, Credit Memos, etc.)
• Setting up Batches for Payables Transactions
• Payment Options:
o Entering and Paying at the same time
o Payment Batches – Checks, EFT, Credit Card
o Manual Payments
• Reviewing and Posting Batches
o How to review the Edit List
o What is “Batch Recovery” and how to fix transactions with errors.
• Payables Reports
o Trial Balance (Aging)
o Cash Requirements
• Navigation Lists (Great for former QuickBooks users)
o How to customize Navigation Lists
o Using the Actions Pane to quickly create transactions
o How to run reports for specific Vendors using the Navigation List
• Maintaining Records
o Vendor and Transaction Holds
o Editing Transaction Information
o Voiding Open and Historical Transactions
o Deleting vs. Inactivating Vendors
• Inquiries, SmartLists and Excel Reports
• Month and Year-End Closing
o Period/Month End Checklist
o Year-End Checklist
o Processing 1099s

Amber Bell
I have almost 20 years experience working with Microsoft Dynamics GP. I love being a part of GPUG and I am proud to be a GPUG All-Star! I'll be have presented at GPUG Summit, GPUG Amplify, and countless Webinars and Chapter Meetings!