Microsoft Dynamics GP 2013 financial management : unleash the power of financial management with tips, techniques, and solutions for Microsoft Dynamics GP 2013 / Ian Grieve.

Format:

Book

Author/Creator:

Grieve, Ian.

Series:

Professional Expertise Distilled

Language:

English

Subjects (All):

Computer software.

Physical Description:

1 online resource (110 p.)

Edition:

1st ed.

Place of Publication:

Birmingham [England] : Packt Publishing, 2013.

Language Note:

English

System Details:

Mode of access: World Wide Web.

Biography/History:

Grieve Ian: Ian Grieve is a Microsoft Most Valuable Professional for Microsoft Dynamics GP. He is also a certified Dynamics CRM consultant, specializing in the delivery of Microsoft Dynamics GP. He is the ERP Practice Manager at Perfect Image Ltd. , a Microsoft partner, and VAR in the North-East of England, where he is responsible for the delivery, by his team, of all Dynamics GP projects. Ian has worked with Microsoft Dynamics GP since 2003, and over the years, he has dealt with all aspects of the product's life cycle, ranging from presales, implementation, technical, and functional training post go-live support to subsequent upgrades and process reviews. Ian is the author of Microsoft Dynamics GP 2013 Financial Management by Packt Publisihing and Microsoft Dynamics GP Workflow 2. 0 and Implementing the Microsoft Dynamics GP Web Client by azurecurve Publishing. He is also the co-author of Microsoft Dynamics GP 2013 Cookbook by Packt Publisihing. Additionally, he has produced the Microsoft Dynamics GP Techniques online learning course and was the technical reviewer for several books on Microsoft Dynamics CRM published by Packt Publishing, including Microsoft Dynamics CRM 2011 Cookbook. In his spare time, Ian runs the azurecurve blog, Ramblings of a Dynamics GP Consultant (http: //www. azurecurve. co. uk), which is dedicated to Microsoft Dynamics GP and related products. The most recent offshoot of running his blog is that Ian has started writing plugins to extend the functionality of the blogging platform, WordPress. A new site, azurecurve Development (http: //development. azurecurve. co. uk), contains information about his plugins.

Summary:

A standard tutorial-based approach covering Microsoft Dynamics GP 2013 and its six financial modules. The book is intended to allow users to improve their system use and workflow by introducing new modules to assist in financial management.This book is for you if you’re a Dynamics GP partner, or Dynamics GP user, primarily focused on delivering application optimizations. This book assumes that you have a working knowledge of Microsoft Dynamics GP and have an understanding of the requirements of financial management.

Contents:

Intro

Microsoft Dynamics GP 2013 Financial Management

Table of Contents

Credits

About the Author

Acknowledgement

About the Reviewers

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Analytical Accounting

Creating default records

Setting up posting options

Activating Analytical Accounting

Assigning security roles and tasks

Configuring Analytical Accounting options

Configuring Assignment Setup

Creating transaction dimensions and dimension codes

Setting up an accounting class

Granting user access to transaction dimensions

Entering a transaction with Analytical Accounting information

Duplicate analysis information when copying a transaction

Integration of Analytical Accounting with Fixed Asset Management

Creating an Analytical Accounting budget

Analytical Accounting budgets in Microsoft Excel

Year-end processing

Activating Analytical Accounting in an existing system

Analytical Accounting inquiries

Transaction Dimension Relation

Analytical Accounting - Journal Entry Inquiry

Distribution Query Wizard

Multilevel Query Wizard

Analytical Accounting Budget vs Actual Inquiry

Analytical Account SmartLists

Summary

2. Cash Flow Management

Creating a cash flow forecast

Using the Cash Flow Calendar

Viewing other cash flow forecasts

Launching Cash Flow Calendar from Cash Flow Explorer

Printing weekly cash flow reports

What if?" transactions

3. Budget Creation and Maintenance.

Creating a budget with Microsoft Excel

Editing a budget in Microsoft Excel

Importing a budget from Microsoft Excel

Maintaining budgets

Combining budgets

Entering budget transactions

4. Budget Reporting

Inquiries

Budget Summary Inquiry

Budget vs. Actual Inquiry

Budget Journal Entry Inquiry

Budget Transaction Summary Inquiry

Account Rollup Inquiry

Detailed budget report

Budgets in Management Reporter 2012

Creating the row definition

Creating the column definition

Creating the report definition

5. Purchase Order Commitments

Enabling PO Commitments

Entering a Purchase Order Commitment

Budget vs Actual &amp

Committed Inquiry

6. Encumbrance Management

Setting up Encumbrance Management

Encumbrance statuses

Transaction entry

Encumbrance inquiries

Encumbrance Summary Inquiry

Encumbrance Detail Inquiry

Encumbrance PO Inquiry

Encumbrance GL Inquiry

Encumbrance Reports

Year-end processes

Index.

Notes:

Bibliographic Level Mode of Issuance: Monograph

Includes bibliographical references and index.

Description based on print version record.

ISBN:

9781782171317

1782171312

OCLC:

861529477