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.
Download ReportTranscript 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 • • • • 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 [email protected]