2016-09 -28 powerful web based gp2016

THE POWERFUL WEB BASED MICROSOFT DYNAMICS

GP2016

Helping Great Organizations Thrive www.raffa.com P: 202.822.5000 F: 202.822.0669

September 28, 2016 Buu-Linh Tran, Manager Troy Minor, Senior Consultant Jeremy Taro, Account Executive

TODAY’S AGENDA

INTRODUCTION & AGENDA

WHAT IS THE NEW WEB-BASED GP2016

REVIEW OF KEY ENHANCEMENTS

SOFTWARE PRESENTATION - DYNAMICS GP2015 AND GP2016 NEW

FEATURES

QUESTIONS

MUTUAL INTRODUCTIONS

INTRODUCTIONS

• YOUR ORGANIZATION

• SIZE OF ORGANIZATION

• CURRENT ACCOUNTING SYSTEM(S) & VERSION

• CHALLENGES?

RAFFA OVERVIEW

LARGE ACCOUNTING, CONSULTING & TECHNOLOGY CONSULTING FIRM

• Serve hundreds of clients in DC/MD/VA • 300+ specialists on staff at all levels • Support over 250 Financial System Clients • Certified System Consultants, Certified Project

Management Professionals, Business Process Consultants

32 YEARS SERVING THE NON PROFIT COMMUNITY 17 PARTNERS, INCLUDING 11 WOMEN PARTNERS WOMEN-OWNED FIRM MULTI-CULTURAL WITH DIVERSITY AT ALL LEVELS PRIMEGLOBAL ALLIANCE MEMBER

Raffa is nationally recognized with access to all the resources of the largest international firms. We contribute to our clients’ abilities to achieve their missions and deliver promises to the world.

WIDE RANGE OF SERVICES • Technology Solutions

• ERP & Accounting Systems • Software Development • Managed IT Services

• Audit and Tax • Managed Accounting • HR Consulting • Business Advisory • Forensics and Litigation Support • Employee Benefit Plans • Search and Transition Services

NATIONALLY RECOGNIZED

• Top 100 Largest Accounting Firms • Top 100 ERP VAR (Bob Scott & Accounting Today) • Top 100 and Fastest Growing Value Added Reseller

DYNAMICS GP ROADMAP

DYNAMICS GP2015 ENHANCEMENTS

SYSTEM 2015 WEB CLIENT 2015

BUSINESS INTELLIGENCE

2015

• Intercompany Enhancements

• Payment Terms Enhancements

• Fixed Assets Year End Close Report

• Edit E-mail for historical Statements and Payables Remittance

FINANCIALS 2015

• Edit Email for Historical documents – Sales and Purchasing

• Payables warn when open Purchase Order

DISTRIBUTION 2015

GP2015 ENHANCEMENTS

HOMEPAGE/ COPY USER SETTINGS

IDENTITY MANAGEMENT

INTERCOMPANY ENHANCEMENT

WARNING OF VENDORS THAT HAVE PURCHASE ORDERS

WORKFLOW AUTOMATION

PURCHASE REQUISITION

VENDOR AND CUSTOMER COMBINER/MODIFIER

SMARTLIST DESIGNER/BUILDER & REFRESHABLE EXCEL REPORTS

DYNAMICS GP WEB CLIENT

COMPLEMENT TO THE DYNAMICS GP SOLUTION

EASY TO ACCESS VIA AN INTERNET CONNECTION

JUNE 2016 HTML 5 (BROWSER INDEPENDENCE)

ALL PRIMARY GP ACCOUNTING FUNCTIONS ARE ACCESSIBLE

VIA WEB CLIENT

BUSINESS ANALYZER

PROVIDES A DASHBOARD WHERE YOU CAN VIEW AND INTERACT

WITH REPORTS, CHARTS, OR KPI’S

MANAGERS ACCESS REPORTS W/O LOGGING INTO GP

REPORTS INCLUDE: EXCEL, SSRS AND MANAGEMENT REPORTER

RUN ON WINDOWS 8.1 TABLET OR PC

APPLE DEVICES

WINDOWS MOBILE PHONES

WHAT’S NEW GP2016

INTEGRATION WITH POWER BI

WORKFLOW CONDITION MANAGEMENT

SCAN MULTIPLE PAGES

PAYABLES BATCH CREDIT CARD PAYMENT OPTION

CREATE A DEPOSIT FROM A CASH RECEIPTS BATCH AUTOMATICALLY

GET A REPORT WHEN IMPORTING BUDGETS WITH INVALID ACCOUNTS

IMPORT AND EXPORT SMARTLIST FROM SMARTLIST DESIGNER

WORD TEMPLATES FOR BATCH APPROVAL (GL, PAYABLES, RECEIVABLES)

WEB CLIENT NOW INCLUDES SUPPORT FOR MULTIPLE DEVICES AS WELL AS USING MULTIPLE WEB BROWSERS.

GP2016 INTEGRATION WITH POWER BI

WORKFLOW FUNCTIONALITIES

Supports multiple approvers based on steps including $ level approver

Alternative approver

Delegation

Escalation

WORD TEMPLATE FOR WORD APPROVAL

There is default Word template for the edit list report for:

GL batch

Payables batch

Receivable batch

SMARLISTS

Export and import smartlist objects between different GP environments

MULTIPLE PAGE SCAN

As long as you have a feeder type or other scanner capable of scanning multiple pages

GP2016 R2- OCT 2016 RELEASE

PowerBI in web client home page

Make smartlist designer smartlist available in advanced lookups

Smartlist favorite protection

Show user name in message “batch is being edited by another user”

Intercompany bank transfers

GL distribution line to open expanded

Helping Great Organizations Thrive

Thank You!!