Microsoft Dynamics GP 2013 Financial Management

Microsoft Dynamics GP 2013 Financial Management
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Table of Contents
Sample Chapters
  • Discover how to improve financial management in Microsoft Dynamics GP 2013
  • Learn the key financial management modules in Microsoft Dynamics GP 2013
  • Improve your abilities with Microsoft Dynamics GP 2013 to gain a better understanding and control of your business

Book Details

Language : English
Paperback : 110 pages [ 235mm x 191mm ]
Release Date : September 2013
ISBN : 1782171304
ISBN 13 : 9781782171300
Author(s) : Ian Grieve
Topics and Technologies : All Books, Enterprise

Table of Contents

Chapter 1: Analytical Accounting
Chapter 2: Cash Flow Management
Chapter 3: Budget Creation and Maintenance
Chapter 4: Budget Reporting
Chapter 5: Purchase Order Commitments
Chapter 6: Encumbrance Management
  • Chapter 1: Analytical Accounting
    • Creating default records
    • Setting up posting options
    • Activating Analytical Accounting
    • Assigning security roles and tasks
    • Configuring Analytical Accounting options
    • Configuring Assignment Setup
    • Creating transaction dimensions and dimension codes
    • Setting up an accounting class
    • Granting user access to transaction dimensions
    • Entering a transaction with Analytical Accounting information
      • Duplicate analysis information when copying a transaction
      • Integration of Analytical Accounting with Fixed Asset Management
    • Creating an Analytical Accounting budget
      • Analytical Accounting budgets in Microsoft Excel
    • Year-end processing
    • Activating Analytical Accounting in an existing system
    • Analytical Accounting inquiries
      • Transaction Dimension Relation
      • Analytical Accounting – Journal Entry Inquiry
      • Distribution Query Wizard
      • Multilevel Query Wizard
      • Analytical Accounting Budget vs Actual Inquiry
    • Analytical Account SmartLists
    • Summary
    • Chapter 2: Cash Flow Management
      • Creating a cash flow forecast
      • Using the Cash Flow Calendar
        • Viewing other cash flow forecasts
        • Launching Cash Flow Calendar from Cash Flow Explorer
        • Printing weekly cash flow reports
      • "What if?" transactions
      • Summary
      • Chapter 3: Budget Creation and Maintenance
        • Creating a budget with Microsoft Excel
          • Editing a budget in Microsoft Excel
          • Importing a budget from Microsoft Excel
        • Maintaining budgets
        • Combining budgets
        • Entering budget transactions
        • Summary
        • Chapter 4: Budget Reporting
          • Inquiries
            • Budget Summary Inquiry
            • Budget vs. Actual Inquiry
            • Budget Journal Entry Inquiry
            • Budget Transaction Summary Inquiry
          • Account Rollup Inquiry
          • Detailed budget report
          • Budgets in Management Reporter 2012
            • Creating the row definition
            • Creating the column definition
            • Creating the report definition
          • Summary
            • Chapter 6: Encumbrance Management
              • Setting up Encumbrance Management
              • Encumbrance statuses
              • Transaction entry
              • Encumbrance inquiries
                • Encumbrance Summary Inquiry
                • Encumbrance Detail Inquiry
                • Encumbrance PO Inquiry
                • Encumbrance GL Inquiry
              • Encumbrance Reports
              • Year-end processes
              • Summary

              Ian Grieve

              Ian Grieve is a Microsoft Dynamics GP and CRM certified consultant, specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd., a Microsoft Partner and VAR in the North East of England. Ian has been working with Microsoft Dynamics GP since 2003. He has dealt with all aspects of the product life cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades, and process reviews. Alongside his work with Microsoft Dynamics GP, in recent years he has fulfilled a similar role dealing with Microsoft Dynamics CRM, with special emphasis on project delivery and the training of end users on the management of sales, marketing, and services. Ian is the co-author of Microsoft Dynamics GP 2013 Cookbook, produced Microsoft Dynamics GP Techniques online learning course, and was the technical reviewer for Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide and Microsoft Dynamics CRM 2011 Cookbook. In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant ( blog dedicated to Microsoft Dynamics GP and related products and tries, often unsuccessfully, to squeeze in extra time for the Dynamics CRM related blog coralcurve | A Consultant's Dabblings in Dynamics CRM (
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              Sample chapters

              You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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              What you will learn from this book

              • Improve transaction analysis at a deeper level through the use of analysis codes
              • Improve oversights of your business by tracking cash flow
              • Create and maintain budgets in Dynamics to allow easy tracking of actual costs to predicted amounts
              • Inquire and report on actuals versus budgets in Dynamics GP and Management Reporter
              • Use PO Commitments to control and track spending
              • Control purchasing by encumbering transactions to prevent overspending

              In Detail

              Microsoft Dynamics GP 2013 is a mature accounting software, ERP application, which is aimed at making life easier for financial professionals. This book is to assist readers in improving their use of Microsoft Dynamics GP by showing them how to get the most out of the financial aspect of the system.

              Microsoft Dynamics GP 2013 Financial Management is intended to add value to your organization by making use of additional modules and processes by introducing readers, new or experienced, to some of the financial management modules of Dynamics GP, such as Analytical Accounting, Cash Flow Management, and Encumbrance Management.

              Microsoft Dynamics GP 2013 Financial Management introduces the six essential financial modules. You will get acquainted with accounting to enable reporting, before gaining an oversight into inflow and outflow of cash. Budget studies cover all aspects of budget use in Dynamics GP for comparing actual figures against the budgets created and maintained within the system. The final chapters cover PO Commitments and Encumbrance Management; two sides of the same coin. Both modules allow for the control of purchasing by either committing or encumbering the transactions and preventing overspending.


              A standard tutorial-based approach covering Microsoft Dynamics GP 2013 and its six financial modules. The book is intended to allow users to improve their system use and workflow by introducing new modules to assist in financial management.

              Who this book is for

              This book is for you if you’re a Dynamics GP partner, or Dynamics GP user, primarily focused on delivering application optimizations. This book assumes that you have a working knowledge of Microsoft Dynamics GP and have an understanding of the requirements of financial management.

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