更新时间：2021-07-14 10:31:05
封面
版权页
Credits
About the Authors
About the Reviewers
www.PacktPub.com
eBooks discount offers and more
Preface
What this book covers
What you need for this book
Who this book is for
Sections
Conventions
Reader feedback
Customer support
Chapter 1. Personalizing Dynamics GP
Introduction
Personalizing the home page by selecting the right role
Improving visibility by setting required fields to bold and red
Further personalizing the home page by customizing the layout
Speeding up access to data with Quick Links
Rearranging navigation to make it easier
Managing personal reports with My Reports
Viewing open items with Task List
Accessing accounts faster with Favorites in lookups
Cleaning up the mess by fixing AutoComplete errors
Chapter 2. Organizing Dynamics GP
Speeding up account entry with Account Alias
Cleaning account lookups by removing accounts from lookups
Gaining visibility with horizontal scroll arrows
Streamlining payables processing by prioritizing vendors
Getting clarity with user-defined fields
Developing connections with Internet User Defined fields
Controlling reporting with account rollups
Remembering processes with an ad hoc workflow
Improving financial reporting clarity by splitting purchasing accounts
Speeding up lookups with advanced lookups
Going straight to the site with web links
Chapter 3. Automating Dynamics GP
Copying security from an existing user
Using Reminders to remember important events
Controlling reporting dates with beginning and ending periods
Speeding up entry by copying an inventory item
Automating processes with macros
Getting early warnings with Business Alerts
Splitting AP across departments automatically with Control Account Management
Speeding document delivery with e-mail
Relating or linking items for suggested sales
Automatically post cash receipt deposits
Simplifying statement delivery with print remaining documents
Chapter 4. Leveraging New and Updated Features in Dynamics GP
Take the company offline for maintenance
Copying and pasting journals from Excel
Budget Import Exception reporting
Enhanced GL Year-End Closing
Fix cross-company mistakes by voiding intercompany transactions
Improving cross-company visibility with Intercompany Journal inquiries
EFT Format Enhancements
Expanding payment options with credit card payment runs
Merging records with Customer Combiner and Modifier
Modifying Sales Order Ship To Address
Getting a complete view with All-In-One View
Tracking serial and lot numbers on drop ship POs
Selecting multiple serial or lot numbers
Intercompany asset transfer
Historical depreciation report
Fixed Assets Batches
Improve year-end with the Fixed Asset Year-End Closing Report
Purchase requisitions
Gaining efficiency by printing or e-mailing any report with Word templates
Attaching documents to records
Chapter 5. Exposing Hidden Features in Dynamics GP
Controlling Posting Dates when not posting by batch
Reducing posting steps with better Printing Control
Improving information with Tax Dates in transactions
Gaining the option to process taxes in general ledger
Changing the Remit-To Address on a Payables transaction after posting
Understanding an asset's financial information with Asset Details
Speeding up entry by copying a purchase order
Getting control of printing with Named Printers
Speeding up month-end processing with the Reconcile to GL functionality
Improving budget creation with Combine Budgets
Controlling POs with prepayments
Gaining flexibility with Inventory Tolerance Handling
Creating Fixed Assets with a default ID
Avoid creating Payables Invoices when a PO already exists
Chapter 6. Improving Dynamics GP with Hacks
Using comments without needing a comment name
Keeping the chart of accounts clean by reactivating Account Segment warnings
Reducing licensing needs by preventing multiple company logins
Turning on more features with the Dex.ini settings
Tackling self-assessed taxes such as Use Tax with the Reverse Tax functionality
Correcting a lost password by resetting the system password
Getting greater journal entry control by clearing recurring batch amounts
Chapter 7. Preventing Errors in Dynamics GP
