Microsoft Dynamics GP 2018 U.S. Year End Update Released (Includes Critical VAT Daybook Fixes)

Microsoft Dynamics GPDon’t be fooled by the name; the Microsoft Dynamics GP 2018 U.S. Year End Update includes other fixes, some of which are critical to clients running the Vat Daybook module.

This fix has all the usual stuff for the Payroll (US) module which you can read about here.

The other good stuff in this version is:

  • System
  • VAT Daybook
    • Purchasing tax amounts from GL entries are subtracting from boxes 2 and 7, instead of adding to boxes 4 and 7 on the VAT Summary.
    • Sales returns and credit memos are not deducting total taxable amount from box 6 on VAT return, and voids from box 1 and box 6.
    • Purchasing returns & credit memo’s, voids are not deducting total taxable amount from box 7 on VAT return, and invoices not updating box 4.

The Microsoft Dynamics GP hot fix is available from: Customer Source or PartnerSource .

The VAT Daybook fixes have also been rolled back into Microsoft Dynamics GP 2016 (but no earlier): Customer Source or PartnerSource .

MDGP 2018 R2 Feature of the Day: Mass Update Master Records from Navigation List

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twenty-second Feature of the Day is mass update of master records from navigation lists.

This feature today is the ability to mass update a group of master records from the Navigation Lists; you can now inactivate and reactive multiple records at the same time for the following master record types:

  • Accounts
  • Checkbooks
  • Customers
  • Vendors
  • Items
  • Employees

In addition, the vendor navigation list allows you to mass update the temporary status.

A visual indicator quickly lets you know the status of these records:

Vendors navigation list

Since navigation lists were introduced in Dynamics GP 10, they have grown increasingly common in usage, in particular new clients; there are some navigation lists which rarely see use, but ones for master records and transactions seem to be used a lot. There have been a few enhancements to ists over time, and I welcome even more being introduced, so it is good to see this feature.

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MDGP 2018 R2 Feature of the Day: New Totals Print on the Payroll Check Register report for FICA

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The seventeenth Feature of the Day is new totals print on the Payroll Check Register report for FICA.

This feature adds totals to the print of the Payroll Check Register report for FICA. A new Total FICA Owed, Total Employee FICA owed, and totals for both FICA Medicare and FICA Social Security all print on the payroll check register report:

Payroll Check Register report for FICA

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MDGP 2018 R2 Feature of the Day: shared maximum benefit and deduction code in Payroll.

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The sixteenth Feature of the Day is shared maximum benefit and deduction code in Payroll..

Thsi feature is a shared maximum benefit and deduction code in Payroll. A new Ded/Ben Shared Limit Setup window allows you to setup a calendar year maximum for multiple benefit and deduction codes. When the check run is processed, it will look at the year-to-date amount and compare it to the calendar year max in this new window.

Ded/Ben Shared Limit Setup

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MDGP 2018 R2 Feature of the Day: Start Date and End Date for Each Pay Code

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The fifteenth Feature of the Day is a new Start Date and End Date for each pay code.

This feature adds a new Start Date and End Date for each pay code in the Employee Pay Code Maintenance window. This is used when building the check run as to whether to include the selected pay codes; so if the check run is before the start date or after the end date, that pay code will not be included.

Employee Pay Code Maintenance

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MDGP 2018 R2 Feature of the Day: Duplicate Check Numbers Option Extended

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The fourteenth Feature of the Day is Duplicate Check Numbers option extended.

This feature sees the Checkbook Maintenance (Financial area page » Cards » Chechbook) option to allow or not allow Duplicate Check Numbers extended to other windows. This means that if this option is not marked, duplicate checks are not allowed in these three windows. Previously, this option only applied to Payables checkbooks but now it includes:

  • Bank Transaction Entry
  • Payroll Manual Checks
  • Miscellaneous Checks
Chequebook Maintenance

I don’t recall this ever coming up before, so I actually thought the Bank Transaction Entry and Miscellaneous Checks window already did this. That said, we don’t have that many clients using the standard Bank Rec window and none would use the Miscellaneous Checks window as virtually all payments in the UK are via EFT.

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MDGP 2018 R2 Feature of the Day: Transaction Level Post Through General Ledger

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The seventh Feature of the Day is transaction level post through general ledger. This feature is a new posting option in the Posting Setup window (Administration area page » Setup » Posting » Posting); when Allow Transaction Posting is marked, a new checkbox for Post Through General Ledger Files is now available:

Posting Setup

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Hands On With MDGP 2018 RTM New Features: DocAttach Available on More Windows

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The first of the features announced by Microsoft was the introduction of DocAttach on more windows: the DocAttach button on the action pane makes the function more accessible to users. The windows updated for this are:

  • General Ledger Transaction Entry
  • Receivables Transaction Entry
  • Asset General Information
  • Employee Entry
  • I-9 Form (Payroll)
  • Journal Entry Enquiry
  • Payables Transaction Entry Zoom
  • Receivables Transaction Entry Zoom

I quite like the DocAttach function in Microsoft Dynamics GP, although I am careful to be clear with clients and prospects that is is document attachment and not document management.

While it’s good to see DocAttach getting wider exposure across Microsoft Dynamics GP on the action panes, it’s especially nice to see Fixed Asset Management getting some DocAttach improvements as many of my clients have images of their assets to store:

Fixed Asset General

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MDGP 2018 RTM Feature of the Day: Human Resources and US Payroll Enhancements

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily as well as adding my won commentary.

The series index for this series of posts is here.

The nineteenth Feature of the Day is a set of enhancements to the HR and Payroll modules. I did think about splitting this post apart as I did for the Purchase Order Processing Feature of the day Posts, but these modules are not targetted at the US and Canada, so I have nothing to add to them.

Therefore they’re all in this one post.

There are six new features across HR and Payroll:

Turn off Garnishments Reports in Posting Setup

The Garnishment reports (Garnishment Detail Report and Garnishment Detail Report now default to Ask Each Time, but can be controlled via the usual options:
Posting Setup

Roll down payroll setup options from setup to inactive records

A new option to roll down changes to all records, including inactive ones, has been introduced to the following windows:

  1. Pay Code Setup
  2. Deduction Setup
  3. Benefit Setup
  4. Shift Code

Deduction Setup

Change department code in all files

Allow the user to select an existing department code and modify it to a new department code (all files including history tables are updated):
Payroll Code Modifier

Restrict Inactive Deduction and Benefit Codes in Lookups

This is a per User setting which adds an option to restrict inactive records. The following windows are affected:

  1. Setting for Company Deductions, Company Benefits
  2. Setting for Employee Deductions, Employee Benefits

Deductions
Payroll Transaction Entry - Employee Transaction Required Deductions

Reprint Distribution Detail and Summary reports

You can now print posting journals anytime, even after posting which can enable you to identify wage reconciliation issues more easily:

Reprint Payroll Posting Journals

Advanced Human Resource Wellness and Health Insurance Integration

Track discount incentives like an employee is a non-smoker or if they go to a gym on their insurance premium?



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MDGP 2018 RTM Feature of the Day: DocAttach Available on More Windows

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 RTM; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The first Feature of the Day is Document Attachment available on more windows.

Five additional windows now have Doc Attach available via a button on the action pane:

It is nice to see Fixed Assets getting some Doc Attach functionality; quite a few clients have documentation or images relating to their assets, so this offers a good way to keep these with the asset.
Continue reading “MDGP 2018 RTM Feature of the Day: DocAttach Available on More Windows”