Dynamics 365 F&O/AX Dynamics 365 CE / CRM Dynamics GP Business Central / NAV UG Dynamics SL Power Platform Fabric UG MS Copilot UG

[Jo deRuiter]

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Let’s get started with Accounts Receivables – 2018

A core course for the Professional Certificate for Accounts Receivable!

Join us to learn how to begin utilizing the awesome capabilities of the Dynamics GP Accounts Receivable module or to learn tips and tricks to make your AR experiences better in GP!

The Agenda for our ½ Day Session is:

Receivables Management Overview and Setups:

• Let’s talk about Receivables and How GP can Help with an Overview of AR in GP
  • What are the differences in Receivables, Sales Order Processing and Invoicing?
  • New Features in GP 2018 since GP 2013!
• Discussions and demonstrations of the setup options for Accounts Receivable
  • What are “buckets?” and can you change them
  • What are all these passwords for and who can see them?
  • Defaults and Document Formats!
  • Options, Options, Options what do they all do?
  • Classes in GP for Sales, what are the best practices and what do I need classes for?
  • How do we start using the classes and what are these setup options?
  • Why is setting up Refund Checks important and how do I do it?
• Cards and More Cards!   
  • Sales Territories in GP and their impact on Commissions and Reporting
    • Setups and Functionality
  • Sales Persons in GP and what is the upside, limitations and some awesome newer ways to calculate commissions for them?
  • Customer Setup
    • Why and how to setup your customers so GP works for you!
    • Sales Taxes? Let’s discuss how to setup sales taxes so you don’t have to keep a spreadsheet!
  • What in the world is a “National Account?”
• You mean, I can email my customers from GP?
  • Invoices, statements and more!

Procedures and Processes in AR Daily/Monthly/Yearly!

Daily

• What are my transaction options and what, exactly do each of them do?

• What are batches for and why you should use them!
• Let’s enter a few transactions
• Discuss what Distribution Types are and how to avoid errors in distribution!
• Receiving Cash and Applying Cash
• Wanna process a refund?
• Whoopsy! My Batch is stuck and where is my transaction?
• Brief discussion and demonstration of a scheduled payment. Fun!
• What are CheckLists and how can you use them?

Monthly

• How to reconcile to your General Ledger and How to STAY there!
• Why running your Aging process is in your hands!
• To Finance Charge or Not to Finance Charge (it’s always the question)
• Statements in Dynamics GP – You have a lot of options!
• Transferring Commissions, Write Offs and Much, Much More
• Ummm, why would I “remove paid transactions”? We’ll discuss and do it!

Yearly

• Tax Reconciling
• What happens if I push the button “Year End Close”

If you are headed to Summit why not come just a little earlier and find out how to make your Sales Module work for YOU!  I’ll look forward to seeing you guys there!! Here is how to Register!!

1. Login to the Summit site and click Register.
2. This will bring you to the Registration page – you will see a message stating “You are currently Registered.” Click on Edit Registration (right side of screen).
3. When you see your registration, click Edit.
4. On the next screen, click Add Activities.
5. Check the box next to the class title you’re interested in.
6. Follow the prompts to complete the process of adding this class to your registration.

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Kindest Regards,

Jo deRuiter , MCP, DCP
“That GP Red Head”
Advanced Credentialed Professional-Dynamics GP
GPUG Academy Instructor
GPUG GP Credentialing Exam Committee
Chairman, GPUG Partner Advisory Board
Dexpro Dynamics LLC
Senior Consultant
Milwaukee, WI
770-906-4504 (Cell)
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