MDGP 2015 Feature of the Day: Payment Terms – Discount Date Calculation

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The twenty second Feature of the Day is Payment Terms – Discount Date Calculation. With the changes for the transaction due date, we’ve extended the options for the discount date also in Microsoft Dynamics GP2015.

Now you have the same calculation options for discount date that you do for transaction due date. You choose among calculation options like annual, next month or month/date and being able to add days, months, or years to the calculation gives you greater flexibility when setting up your payment terms:

Payment Terms Setup

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MDGP 2015 Feature of the Day: Payment Terms – Transaction Calculation

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The twenty first Feature of the Day is Payment Terms – Transaction Calculation. In Microsoft Dynamics GP 2015 you now have greater flexibility to configure payment terms for the transaction due date.

A new selection was added to calculate the transaction due date from the transaction date or from the discount date and additional calculation options like annual or month/date and being able to add days or months to the calculation gives you greater flexibility when setting up your payment terms:

Payment Terms Setup

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MDGP 2015 Feature of the Day: Create Refreshable Excel Reports In SmartList Designer

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The twentieth Feature of the Day is Create Refreshable Excel Reports in SmartList Designer. This feature will enable users to create refreshable Excel reports using SmartList Designer. Reports created from SQL views may be published to the Excel report library.   

By publishing a refreshable report, the user can open the report in Excel and the data will always be up to date:

I like the look of this feature. The out-of-the-box Excel Reports are of somewhat limited utility as they return all data for the report which means that for a transaction SmartList there can be vast sums of data returned. But with these SmartList Designers you should be able to define a filter in the report so it only includes, for example, the current or previous months transactions.

The roles targeted by this feature are:

  • All

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MDGP 2015 Feature of the Day: Canadian Payroll Web Client

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The nineteenth Feature of the Day is Canadian Payroll Web Client. With Microsoft Dynamics GP 2015 you can now deploy Canadian Payroll functionality for your web client installs.

This allows the full functionality of Canadian Payroll for those customers who wish to have users access Microsoft Dynamics GP through the web browser:

Payroll Employee Setup - Canadian

The roles targeted by this feature are:

  • Payroll Administrator
  • Payroll Clerk

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MDGP 2015 Feature of the Day: Fixed Assets Year-End Closing Report

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The eighteenth Feature of the Day is Fixed Assets Year End Report. Microsoft Dynamics GP 2015 Fixed Asset Management has a new, optional, report in the Fixed Assets year-end closing routine.

Now, in a single step, you can close your year and print a status report of all the assets that are being affected by the close.

On the report you’ll see the year to date depreciation, cost basis, accumulated depreciation, net book and more:

Fixed Assets Year-End Closing Report

The roles targeted by this feature are:

  • Bookkeeper
  • Certified Accountant
  • Accounting Manager

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SQL Script To Insert Creditor Bank Details From CSV

Microsoft Dynamics GPIntegration Manager is a very good tool, but it doesn’t allow the import of all record types into Microsoft Dynamics GP. One of the main types of record I need to import when implementing a new client is the Creditor (Vendor to the American readers) EFT details.

While the EFT data is stored in one table and can therefore be imported using Table Import, I find that configuring Table Import for each client is a bit of a annoyance, so I developed a SQL Script a while ago which I figured I might as well post here for easy access.

As always when using SQL to update tables in Microsoft Dynamics GP, make sure you have a good backup of the database before you begin and check the imported data afterwards. Read on for the script…

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MDGP 2015 Feature of the Day: Employee Paystubs

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The seventeenth Feature of the Day is Employee Paystubs. In Microsoft Dynamics GP2015 employees can now view or print their own paystubs.

With Employee Self Service Paystubs, the user can see their pay stubs and then can view the detail or print them to a printer.

Navigation on the Employee Time Management home page part opens the Paystubs navigation list. The employee can select one or more paystub and print them all at the same time.

Employee Paystubs Navigation List

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MDGP 2015 Feature of the Day: Direct Deposit and Workflow

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The sixteenth Feature of the Day is Direct Deposit and Workflow. Another option for Employee Self Service in Microsoft Dynamics GP2015 is Employee Direct Deposit.

The Employee Direct Deposit window allows an employee to view and edit their direct deposit information. They can start or stop direct deposit, add or remove accounts and edit the direct deposit distribution.

With workflow for Employee Direct Deposit, the direct deposit changes can be routed to the appropriate people for verification before updating the employees data.

Employee Direct Deposit

The roles targeted by this feature are:

  • All Employees

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MDGP 2015 Feature of the Day: Employee W4 and Workflow

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The fifteenth Feature of the Day is Employee W4 and Workflow. A new Employee Self Service feature in Microsoft Dynamics GP 2015 lets a user view and update their own W4 information.

With Employee W4, the user can see their current W4 settings, view historical W4’s, make changes, and submit the changes to workflow. From the Employee Time Management home page part the user can choose update my W4.

In the Employee Withholding Certificate window the employee can manage their information and once submitted to workflow, the change will be routed automatically prior to updating the employee’s record.

W4 - Employee

The roles targeted by this feature are:

  • All Employees

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MDGP 2015 Feature of the Day: HRP Workflow Pending Approval Navigation List

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series of posts on the new features of, the soon to be released, Microsoft Dynamics GP 2015. As I have done for the last two releases, I intend to shadow these posts and add my own opinions on these new feature; the series index is here.

The fourteenth Feature of the Day is HR/Payroll Workflow Pending Approval Navigation List. In Microsoft Dynamics GP 2015 approvers have one place to view and approve employee self service changes. This is a one-stop-shop for managers to see all of their assigned tasks including Payroll Timecards, Employee Profile, Employee Skills, Payroll W4, and Payroll Direct Deposit.

The HRP Workflow Pending Approval Navigation List allows you to approve/complete multiple tasks by checking the box and selecting the action to complete. The preview pane displays task details and there is a Go To option to view the assigned task.

HRP Workflow Pending Approval

The roles targeted by this feature are:

  • HR and Payroll Team Managers

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