Watch past webinars hosted by and conducted by Informed Systems, Inc.
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Word templates make it simple to update the look and feel of your customer facing documents, which can then be emailed directly from Dynamics GP. You can even have separate document types for different companies and customers. While Word templates are great, once set up and fully functioning, getting them to that point can be frustrating. Our webinar will show you how to get up and running with Word templates.
Just when you thought you had a handle on the rules for taxing goods and services, you come face to face with the new compliance bully on the block: “sometimes taxable.” Companies must correctly deal with these sometimes exempt and sometimes subject-to-sales-tax products and services all the time in their business. Knowing when tax applies to “sometimes taxable” goods and services is essential to successful tax compliance – but it’s not always so easy to figure out.
That’s why we’re bringing in Avalara to explain why these (and many other) factors often determine whether you should charge sales tax:
- Your method of delivery
- The types of products you sell (books, shoes, food, sporting goods, etc.)
- The states your selling into
- Whether you’re selling to business or consumers
Do you have trouble accessing the GP data you need? Join the Informed Systems team as we share one of our favorite tools – SmartList Builder by eOne Solutions, the team behind SmartConnect and Extender. SmartList Builder gives you access to ALL your GP data. If you have typed it in GP – SmartList Builder will allow you to report on it. The SmartLists you create with SmartList Builder can be viewed four different ways: SmartList, Excel Report Builder, Navigation List Builder or the best of all, SmartView.
With the latest releases of Microsoft Dynamics GP 2016, the GP platform is focused on capabilities and functionality that are more conducive to priorities like flexibility across operating systems, browsers, and devices, and deriving maximum benefit from the Microsoft Cloud for business.
We’ve collected our favorite Tips, Tricks and Features for Microsoft Dynamics GP 2016, in the Financial, Bank Reconciliation, Accounts Payables, and Accounts Receivable Modules to help you get the most out of your Dynamics GP investment.
Are you concerned about check fraud?
Safe Pay can be easily configured to match most banks’ positive pay layout specifications without special customizations. In addition, you will be able to view historical uploads within GP to make sure that everything goes according to plan.
The Professional Services Tools Library contains specific tools that can help you update and change data efficiently, without compromising the accuracy and integrity of your information. It includes finance, purchase, sales, payroll, inventory and system tools to help you modify, change or combine account information with fewer manual processes.
Come find out what options are available with the Professional Service Tools Library (PSTL). In this webinar we’ll discuss:
•Master Record Triggers
Some of the great new features discussed in this webinar:
All-in-one document views for Sales and Inventory
Automatic deposit of cash receipts
Visual indicators to show when customers have reached their credit limit
Staying on the latest version helps your organization remain modern – keeping employees happy and attracting talent. The more current your Dynamics GP software is, the lower the cost is to update to the latest version. If you are using older versions, there is a lot more work needed as you may still need to update through each version to get to the latest. Informed Systems, Inc. can get you up-to-date and on your way with these great new features!
SmartList is one of the most popular tools in Microsoft Dynamics GP. SmartList allows you to search and filter through transactions and records in your financial system, setting parameters up to suit your immediate needs. It makes it very easy to get information out of Dynamics GP.
Topics covered include:
- How to Organize the Data in a SmartList
- How to Bring Additional Data on to a SmartList
- How to Personalize SmartLists
- Review of SmartLists from Different Modules
- How to Setup Reminders and Alerts using SmartList
- How to Export to Word and Excel from SmartLists
Using EFT for Payables is great because it can help your organization keep costs under control. It eliminates checks, toner, envelopes, postage, and even the time spent by management signing checks! EFT for Payables uses the bank industry standard NACHA format. The setups include working with your bank to get the information specific to your company account.
With EFT for Payables for Microsoft Dynamics GP, you can…
- Start with defined formats that ship with Dynamics GP, and then tweak these formats based on variations made by individual banks.
- Use pre-defined formats for the US & Canada, which enable you to easily make payment to individuals, businesses and corporation.
- Create a user-defined format from scratch, if needed.
- Set up special options that apply to certain banks, such as adding pad blocks or creating an auto-settlement line for each payment.
- Import and export these file formats. If the customer has multiple companies that use the same bank and format, they can set up the file format once and then export the format, importing it into as many companies as needed.