Wednesday, April 1, 2020
Maximizing Dynamics GP While Working Remotely
Posted by Steve Chapman
While many companies are now trying to enable a completely remote workforce, we’ve pulled together some tips to help you with maximizing Dynamics GP to its fullest capabilities. There are several payment processing features within GP to help a fully remote team stay productive and continue with needed tasks.
EFT/ACH Processing with Dynamics GP
The EFT/ACH processing functionality in GP offers a good solution for paying vendors remotely without having to print checks, maintain local check stock inventory or mail checks. This feature is part of all GP users’ existing licenses currently, and many vendors are already requesting payments via EFT/ACH, so this is a good opportunity to start utilizing this functionality. Here is a quick video on how it works: EFT Payment Processing in Dynamics GP
Dynamics GP includes workflow functionality for many of the master file and transaction record types in the system. Using workflows provides improved efficiency for remote employees, supports paperless business transactions and improves control for established business processes.
These are some of the available workflows sorted by the GP version in which they were released:
Dynamics GP 2013 R2
- Purchase order approval
- Requisition approval
- Timecard approval
- Timesheet approval
Dynamics GP 2015
- Payables batch approval
- Vendor approval
- Employee skills approval
- Direct deposit approval
- Employee profile approval
- W4 approval
- Expense report approval
- GL batch approval
- Receivables batch approval
Dynamics GP 2016
- Project accounting on requisition entry
- Workflow process enhancements
Dynamics GP 2018
- Purchasing invoice transaction
- Sales transaction entry
Here are some quick how-to videos to help with payables invoice approvals, new vendor approvals and GL batch approvals:
Many of the business partner documents generated in Dynamics GP can be emailed to those partners directly from GP. This includes Purchase Orders, Sales Orders, Invoices and others. This will make related business processes more efficient and speed up communication with your business partners. Internal reports generated with in GP can also be sent via email to your colleagues. Check out this video showing the sales document email function in action.
Find more helpful tips for maximizing Dynamics GP throughout the Armanino Dynamics blog and learn more ways to maintain business as usual through Armanino’s COVID-19 Resource Center with regulatory updates, remote workforce enablement, cash flow processes and more.
Steve has over 15 years of experience in business systems consulting, and 20 years of experience in management accounting and finance with small and mid-sized businesses in the construction, distribution, service, and technology industries.