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.
Table of Contents (14 chapters)
Microsoft Dynamics GP 2013 Financial Management
Credits
About the Author
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Detailed budget report


Dynamics GP contains only one standard report for budgets, which is a detailed budget report that shows the budget accounts and period amounts.

To generate the report, perform the following steps:

  1. Open the Budget Report window in Dynamics GP by clicking on Financial from the Navigation Pane on the left, and clicking on Budget in the area page under Reports | Financial.

  2. Click on New to open the Budget Report Options window.

  3. Enter BUDGET in the Option field.

  4. Check the Posting checkbox next to Include:.

  5. Enter 2017 MASTER in the From: and To: fields.

  6. Click on the Insert>> button.

  7. Click on the Destination button to open the Report Destination window.

  8. Uncheck Print and check Screen.

  9. Click on OK to close the Report Destination window.

  10. Click on Print.

  11. Close Screen Output – Detailed Budget.

  12. Click on Save and close the Budget Report Options window.

  13. Close the Budget Report window.