Agenda Altico Mission To be recognized by our clients and partners as THE business solutions advisory firm in the Northeast.     Quality ◦ Quality of solution Experience ◦ Experience.

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Transcript Agenda Altico Mission To be recognized by our clients and partners as THE business solutions advisory firm in the Northeast.     Quality ◦ Quality of solution Experience ◦ Experience.

Agenda
Altico Mission
To be recognized by our
clients and partners as THE
business solutions advisory
firm in the Northeast.




Quality
◦ Quality of solution
Experience
◦ Experience of team
Communications
◦ Personal and local to your
business
Learning, Sharing and Caring
◦ Learn, Share and give back
35 person team, all FTE
Serving 240+ mid-market clients in the
Northeast since 2005
Certified Microsoft Gold ERP Partner
Certified Microsoft Silver CRM Partner
Microsoft 2013 President’s Club
Certified NetSuite ERP Partner
Certified NetSuite CRM Partner
2009-2013 VAR Star Award
2012 Accounting Today VAR 100
2013 Accounting Today VAR 100
Today’s Participants
Craig Hogan
Quick to implement, simple to use
business solution from Microsoft
with the power to support your business ambitions
Roadmap
GP 2013
Web Client
Functionality
Management
Tools
Hosting
Business
Analyzer (BA)
on Windows
GP 2013 SP1/2
Web Client
Wave Releases
GP 2013 R2
GP 2015
Functionality
Functionality
Functionality
Identity
Management V1
Identity
Management V2
RapidStart
Workflow V1
Workflow V2
BA Off Domain
GP Workspace
in Office 365
BA on multiplatforms
(Windows, Apple
& Android)
On Azure
Service Based
Architecture
(SBA)
GP 2015 R2
GP 2015 R3
Top features
requested by
customers
Top features
requested by
customers
Partner tools
to simplify
provisioning
Workflow V3
Time
management
app
SBA
enhancements
Functionality
and
Technology
Releases
Every six
months
Business
Portal
Replacement
Strategy
Replace Business Portal with
employee self service
functionality within GP web
client
Business Portal will not be
released for GP 2015
•
Limited User Role
•
Requisition Management
•
Employee Self Service
•
Project Time
•
Project Expense
•
•
•
•
Workspace
Business Analyzer
Procurement
Time Management
New design in core with
workflow
Order items and goods
Combine requisitions to a
single PO
Replace existing workflow
inside Core
Financial
GL Batch Approval
Purchasing
Payables Batch Approval
Vendor Approval
Purchase Order Approval
Sales
Receivables Batch
Approval
Payroll
Employee Skills Approval
Direct Deposit Approval
Employee Profile Approval
W4 Approval
Timecard Approval
Project
Timesheet & Expense
Report Approval
Self Service Home Page
Time & Attendance
Project Time
Requisitions
Workflow
Identity Management
SmartList
Designer
Additions
Create New Go To
Integrate with Existing Go To
Options
Open Form, Navigation List,
SmartList, or Web Page
Take Company
Offline
Limit company access for
maintenance
Assign user with access
Message users
Microsoft
Azure
Backups
Disaster recovery
Restore directly to/from
Windows Azure Storage
Option in Microsoft
Dynamics GP window
Print Reaming
Docs for
Email
Print and Email in one step
Available for Email batch
Process
Available for Email
Statements Process
Email or Print
any report in
Microsoft
Word
Ability to send reports in
Word format
Ability to print reports as
Word templates
Use Word tools to modify
the reports
Email based
on document
type
Allow Customer’s to Email
documents based on the on
specific document type
Can Enable or Disable the
feature
Document
Attach - OLE
Notes
OLE File Attachments
replaced with Doc Attach
Available on both Desktop
Client and Web Client
Attachments saved in the
SQL database
Document
Attach
Additions
Scan Documents Directly to
Doc Attach from Scanner
Add Doc Attach to Payables
Convert OLE Notes to Doc
Attach
Microsoft SQL
Reporting
Services on
Transaction
Forms
Enables Report Rendering
from Transaction Windows
Personalized SSRS Reports
Based on Your BI Needs
Ribbons in
Desktop
Client
Refresh Desktop Client UI
Include ribbons on all forms
Update desktop font
Service Based Architecture 2015
Scalable Deployment
models fit any
sized organization
needs.
GP consumes and exposes services
Logic in any dictionary including ISV products can be exposed as service operations.
https://Contoso.com/Apps/GP/Company(ID=2)/Inventory/Items(ItemNumber=‘100XLG’)
https protocol with REST
style API lets you build
apps on many different
platforms
Secure Access
Use Windows or
O365 Identity
to authenticate.
Discovery
Operation Security
Managed within the GP application
just like forms and reports.
operations
inform you of
available operations
and their syntax
Enhanced Interoperability gives
developers additional capability to
leverage the Microsoft Platform.
Integrate to
other applications
or services
Deployable on
Identity management 2015
Copy Home
Page & Area
Page 2015
Copy Home Page
Settings & Content to
Other Users
Copy Area Page
Settings
to Other Users
Navigation to
Management
Reporter
2015
New Navigation List for
Management Report
Reports
View, Edit and Create
Management Reporter
Actions
MR
Integration
Options 2015
In Company Setup
options, you control what
data Management
Reporter uses for General
Ledger and/or Analytical
Accounting reporting for
each company
Financials
Reverse Fiscal
Year
Ability to reverse the GL Year
End Close process
Will open the previously
closed fiscal year
Will warn users to create
backups and verify all users
out of GP prior to process
Fixed Assets
Default Asset
ID from Asset
Class
New option for Asset IDs
More quickly set up asset
records
Integration of
Multicurrency
revaluation
with Analytical
Accounting
Multicurrency revaluation
now be linked with AA
AA codes on the original
transaction can now be
updated per the
revaluation process
Copy and Paste
to General
Ledger
Ability to paste from Excel to
General Ledger
Will validate the data that is
being pasted into the
Transaction Entry
Reprint
outstanding
transactions
report from Bank
Reconciliation
Reprint Outstanding
Transactions Report
Print posting report after
posting
Default Sort
Order for
Payables
Checks
Sort Checks by option will
be found in the Payables
Management setup
Sort options: Payment
Number, Name, State-City
or Zip Code
Time-saving feature
Intercompany
Enhancement
2015
Intercompany Journal Entry
Inquiry
Void Intercompany
Transactions
Payment
Terms 2015
Due Date Option using
Transaction Date
Add Days to Due Date
Additional Due Options
Additional Discount
Options
Options: Next Month,
Months, Month/Day and
Annual
Fixed Assets
Year End
Close Report
2015
Printed as part of year end
close
Prints for all books and
assets impacted
Includes end of year
information for an asset
Distribution
Suggested
Item
Sales script for each item
Analyze option to suggest
quantities
New fields: Price, Qty.
Available,Site ID
Assign Item
to multiple
Sites
Assign an Item to multiple
Sites
Available from Site
Maintenance
Payables
Prepayment
Additions
Integrate with Analytical
Accounting, MultiDimensional Analysis, Cash
Flow Management and
Project Accounting
Show PO Number in Check
Inquiry
Edit Email for
Historical
Documents
2015
Edit Email for historical
Sales documents
Edit Email for historical
Purchase Orders
Edit Email for RM
Statements
Email historical PM
Remittances
Edit Email for PM
remittances
Payables
warning when
Open PO
2015
New warning message added
when entering payables
transaction for a vendor with
an outstanding PO or
un-invoiced receipt
Invoicing for
Web Client
2015
Invoicing Module is now
available in the Web Client
Self Service
Home Page
New Home Page Content
Page
Quick & Simplified Navigation
Preview Important
Information
Employee Self
Service
Self-Service User
Business Portal Time &
Attendance Replacement
Allows Entering ‘Time on
Behalf Of’
Approval Workflow
Project Self
Service
Self Service Users
Project Time Entry with
Workflow
Business Intelligence
Refreshable
Excel Reports
2015
Continue to add new
functionality
Enable tighter integration
with Smartlist Designer
and Excel
Project
Employee
Expense
Report 2015
Project Employee
Expense Report and
Project Timesheet Entry
replace all of the
functionality of both
Business Portal T&E and
PDK!
Employee
Profile 2015
Employee able to view
and edit their
employment information
Address, Dependents,
Emergency Contacts and
Position History
Workflow available for
Employee Profile
information
Setup Workflow for your
business process
Route using Active
Directory hierarchy
Manager
Team Profile
2015
Manager able to view
and edit their team
members’ data
Address, Dependents,
Emergency Contacts and
Position History
Employee
Skills and
Training 2015
Part of self service for
employee to view and
maintain their education
and tests
Employee can view skills
and training history
Employee
Skills Workflow
2015
Workflow available for
Employee Skills for
education and tests
Setup Workflow for your
business process
Route using Active
Directory hierarchy
Manager Skills
and Training
2015
Part of self service for
manager to view and
maintain their employee’s
education and tests
Manager can view
employee’s skills and
training history
Driven from navigation
lists
Employee
Benefits 2015
Employee can view their
benefits with employer
and employee
contributions.
Employee
Benefits 2015
In Self Service, an
employee can now view
or print their paystubs
from the paystubs
navigation list
Employee W-4
2015
An employee can edit
their W4 information, add
or change the additional
withholding, update the
number of deductions
and reduce the potential
for data entry errors
With workflow, the payroll
administrator can route
the W4 information
appropriately
Workflow available for
Employee W4
Setup Workflow for your
business process
Route using Active
Directory hierarchy
Employee
Direct Deposit
2015
An employee can edit
their deposit information,
add accounts or change
the distribution reducing
the potential for data
entry errors
With workflow, the payroll
administrator can route
the deposit information
appropriately
Employee
Direct Deposit
2015
Workflow available for
Employee Direct Deposit
Setup Workflow for your
business process
Route using Active
Directory hierarchy
HRP Pending
Approval Nav
List 2015
Navigation list for HRP
Workflow Approvers
Displays all workflow
tasks assigned to a user
across the HRP
Workflows
Can complete workflow
actions across active
workflows
Canadian
Payroll for
Web Client
2015
Canadian Payroll is now
available on web client.
Companion Apps
Business Analyzer Release 7
Cross Platform
Content
Management
Improvements
Support for
Management
Reporter Content
Microsoft
Dynamics GP
Workspace
Easily create and securely
share executive dashboards
Click here to Test drive
Altico’s Top Ten
Altico’s Top Ten
New GP 2015
Features
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Self-Service user App
Enter Time Off
Windows 8 Design
Cross Platform
1.
Requisitions
2.
Copy Paste GL
3.
Reverse GL year end
4.
Taking Company Offline
5.
Site Assignment items
6.
Vendor combiner
7.
Document attach
8.
Web client
9.
SmartList designer
10. Business Analyzer on W8
Honorable Mention: SRS reports on forms
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