Book Image

Microsoft Dynamics GP 2013 Financial Management

By : Ian Grieve
Book Image

Microsoft Dynamics GP 2013 Financial Management

By: Ian Grieve

Overview of this book

Microsoft Dynamics GP 2013 is a mature accounting software, ERP application, which is aimed at making life easier for financial professionals. This book is to assist readers in improving their use of Microsoft Dynamics GP by showing them how to get the most out of the financial aspect of the system. Microsoft Dynamics GP 2013 Financial Management is intended to add value to your organization by making use of additional modules and processes by introducing readers, new or experienced, to some of the financial management modules of Dynamics GP, such as Analytical Accounting, Cash Flow Management, and Encumbrance Management. Microsoft Dynamics GP 2013 Financial Management introduces the six essential financial modules. You will get acquainted with accounting to enable reporting, before gaining an oversight into inflow and outflow of cash. Budget studies cover all aspects of budget use in Dynamics GP for comparing actual figures against the budgets created and maintained within the system. The final chapters cover PO Commitments and Encumbrance Management; two sides of the same coin. Both modules allow for the control of purchasing by either committing or encumbering the transactions and preventing overspending.

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Microsoft Dynamics GP 2013 Financial Management
Ian Grieve
Sep, 2013 | 110 pages
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Table of Contents (14 chapters)
Microsoft Dynamics GP 2013 Financial Management
Microsoft Dynamics GP 2013 Financial Management
Credits
Credits
About the Author
About the Author
Acknowledgement
Acknowledgement
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Analytical Accounting
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
Creating an Analytical Accounting budget
Year-end processing
Activating Analytical Accounting in an existing system
Analytical Accounting inquiries
Analytical Account SmartLists
Summary
2
Cash Flow Management
Cash Flow Management
Creating a cash flow forecast
Using the Cash Flow Calendar
"What if?" transactions
Summary
3
Budget Creation and Maintenance
Budget Creation and Maintenance
Creating a budget with Microsoft Excel
Maintaining budgets
Combining budgets
Entering budget transactions
Summary
4
Budget Reporting
Budget Reporting
Inquiries
Account Rollup Inquiry
Detailed budget report
Budgets in Management Reporter 2012
Summary
5
Purchase Order Commitments
Purchase Order Commitments
Enabling PO Commitments
Entering a Purchase Order Commitment
Budget vs Actual & Committed Inquiry
Summary
6
Encumbrance Management
Encumbrance Management
Setting up Encumbrance Management
Encumbrance statuses
Transaction entry
Encumbrance inquiries
Encumbrance Reports
Year-end processes
Summary
Index
Index

About the Author

Ian Grieve is a Microsoft Dynamics GP and CRM certified consultant, specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd., a Microsoft Partner and VAR in the North East of England.

Ian has been working with Microsoft Dynamics GP since 2003. He has dealt with all aspects of the product life cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades, and process reviews.

Alongside his work with Microsoft Dynamics GP, in recent years he has fulfilled a similar role dealing with Microsoft Dynamics CRM, with special emphasis on project delivery and the training of end users on the management of sales, marketing, and services.

Ian is the co-author of Microsoft Dynamics GP 2013 Cookbook, produced Microsoft Dynamics GP Techniques online learning course, and was the technical reviewer for Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide and Microsoft Dynamics CRM 2011 Cookbook.

In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk/) blog dedicated to Microsoft Dynamics GP and related products and tries, often unsuccessfully, to squeeze in extra time for the Dynamics CRM related blog coralcurve | A Consultant's Dabblings in Dynamics CRM (http://www.coralcurve.co.uk/).

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