MDGP October 2019 Release Feature of the Day: More new features?

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is here.

Unlike in other years, the Feature of the Day series has not covered all of the new features; I’ll be doing a Hands On series for the installation next, after which I will do a Hands On series with the new features where I’ll cover more of the new functionality. I’ll try to cover everything except the Human Resource & Payroll modules which are not used in the UK.

MDGP October 2019 Release Feature of the Day: Reprint Pay Statements

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is here.

The eleventh Feature of the Day is Reprint Pay Statements. Another Payroll feature has been added, whereby you can reprint an entire group of pay statements as duplicates. This is added to the Payroll Reprint Journals report options.

Select Reprint Payroll posting journals –> Reprint Pay Statements. You select an audit trail code on the report option and the duplicate pay statements will print for all the payments made in that check run.

Reprint Payroll Posting Journal Report Options

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MDGP October 2019 Release Feature of the Day: Payroll Option to exclude Additional Withholding Amount

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is here.

The tenth Feature of the Day is Payroll Option to exclude Additional Withholding Amount. With this change, when you build the check file, you have the option to include or exclude the additional withholding for Federal, State and Local tax amounts.

By default, any existing build check default ID will have these settings automatically marked. However, you can unmark the settings and save them with the build check default ID and they will be remembered in the future when you select that default ID.

Now, you can do special check runs without having to manually update employees who have setup additional withholding amounts.

Build Payroll Checks

MDGP October 2019 Release Feature of the Day: GL Journal Entry Inquiry Enhancements

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is here.

The ninth Feature of the Day is GL Journal Entry Inquiry Enhancements. A number of enhancements have been made to the Journal Entry Inquiry window:

  • The year drop down list will now display in reverse order with the most recent year displayed first. This change has also been included in the following windows:
    • Net Change Inquiry
    • Detail Inquiry
    • Summary Inquiry
    • GL Trial Balance Report options
  • The User who Posted field has been added to the window; this field will display for both open and historical journal entries.
Journal Entry Inquiry

MDGP October 2019 Release Feature of the Day: Long Description available for Payables Transactions

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is here.

The eighth Feature of the Day is Long Description available for Payables Transactions. You can now enter a long description field for Payables Transactions once the option in Payables Setup, Enable Long Description in Payables Transaction Entry, has been enabled:

Payables Management Setup

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MDGP October 2019 Release Feature of the Day: Add Doc Attach to Bank Reconciliation

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is here.

The seventh Feature of the Day is add Document Attachments to Bank Reconciliation. Document Attachment functionality has been added to Bank Reconciliation. Specifically, you can attach, view, edit documents in Bank Deposit Entry, Bank Transaction Entry, Bank Deposit Inquiry Zoom and Bank Transaction Inquiry Zoom.

You can also attach images, text files or assign attributes to the attachments to further describe them.

Bank Deposit Entry

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MDGP October 2019 Release Feature of the Day: Copy Report Options

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is here.

The sixth Feature of the Day is Copy Report Options. This feature allows you use an existing report option with all the report settings and copy it to a new report option for the same report.

When you select the copy action, it will copy all of the settings from the selected report including destination and e-mail options to the new report option being created:

Trial Balance Report Options window showing copy

This is one of the features requested by the community. It will allow you to easily create variations of a report option without needing to do it manually; for myself, this could be quite useful to test changes while dealing with an issue for a client.

MDGP October 2019 Release Feature of the Day: User Access Enhancements

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is here.

The fifth Feature of the Day is User Access Enhancements.

There are four enhancements to the User Access window. Firstly, you can choose to filter inactive users from displaying in User Access Setup. This is a per user setting and will be saved the next time you open the window:

User Access Setup

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MDGP October 2019 Release Feature of the Day: Export and Import Workflows

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is here.

The fourth Feature of the Day is Export and Import Workflows.

Have you setup a workflow in one company and want to create it in another company? A new workflow feature in Dynamics GP is the ability to Export and Import Workflows. If you export a workflow, a json file will be created with the format of the workflow.:

Workflow Maintenance export of workflow

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MDGP October 2019 Release Feature of the Day: Security Role and Task Workflows

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP “October 2019” Release on which I am following and adding commentary. The index for this series of posts is here.

The third Feature of the Day is new workflows for Security Role and Task approval.

The last two new workflows are Security Task Approval and Security Roles Approval:

  1. Security Task Approval lets you edit the operations that are assigned to a task or create a new task; and if the workflow is active, the workflow actions will display on Security Task Setup.
  2. Security Roles Approval lets you edit the operations that are assigned to a role or create a new role; and if the workflow is active, the workflow actions will display on Security Role Setup.

With these Security Approval workflows, you can require that any changes made in these windows be submitted for review and approval:

Security Role Setup window

No changes made for Security Tasks or Security Roles will be implemented until the workflow task has been final approved.

I’ve fielded lots of questions over the years from clients asking how they can find out who has changed a role or task. These workflows will allow them to control changes with only a limited number of users able to approve a change and make it live.