GP2013 (R2)

New features in GP2013 (R2)

New Ribbon for windows

• Edit List is the Print button on the right without the paper background

• Action pane can be changed in User Preferences

• The User and Company show on the window

Same functions as before‘Add Note’ is for the window not the transactions

<Right Click> instead of Edit from menu

Financial moduleCopy and Paste from Excel to a general journal entry

Excel format Acct Description Account Debit Credit

Not required, can be blank

GL Account number

$100 “0” or blank

GL Account number

“0” or blank $100

1. Your Excel file must have 4 columns but the first is not required to contain data. 2. Do not copy the header row (title is not important) but do copy all 4 columns even if the first column is blank3. Place your cursor in the Account field before clicking Paste

GL Transaction Paste Validation Report

Option to open a closed fiscal year• Dynamics GP has always allowed posting to the most recently

closed year if fiscal period open.

• Ex. Could open 2013 and make a posting to 2012

• The year end closing journal entry will be deleted not voided

• Please contact EWS as all users are required to be out of Dynamics GP, backups are required and a system reconciliation completed

Reprint Outstanding Transactions Report

Reconcile bank statement with no transactions• You can now reconcile a bank statement without

marking off any transactions as long as it still shows a zero difference• Updates the Last Reconciled Date in the checkbook

window• For checkbooks that are rarely used but want to

reconcile so the last reconciled date is current

Purchasing• Set default sort for check printing• GP>Tools>Setup>Purchasing>Payables• Payment number• Name• State-City• Zip Code

Void a range of checksVendor ID is not required to void a check, similar to the functionality before GP2013

Not required but still bold/red

Document Attach

GP>Tools>Setup>Company>Document Attachment Setup

Documents• Stores the attachments in the company database

(unlimited attachments)• Microsoft Dynamics GP OLE Object Migration utility • Ability to delete attachments based on a date range• Security needs to be added to the windows

Available on multiple windowsThe Note window will open and the paperclip button opens the Document Attachment Management window

Attach button in GP ribbon

Active Tab• Preview button-Will open the document for the user to

preview• Scan button-Able to scan the document directly into

DGP• Attach button-Browse to a document and attach it to the

window

Deleted tab

Tracking of document with expansion arrow

Take Company Offline

• Individual companies can be taken offline

• Users already logged in are NOT removed by taking company offline

• The Current Users link will show total logins, which users are in, and allow removal of those logins

• A custom message can be typed for users attempting to access an offline company

Send MessagePopup when close company

Choose users to receive message

User Activity windowUsers can be removed from the company by highlighting them and clicking Delete

Set single user with offline access

Notifications Login dropdown shows “Offline” Message if attempt to login

Users with access to offline companyUsers with security and permissions (User setup for access, powerusers, sysadmin SQL server role) can still access

Fixed Assets• Default the Asset ID from the Asset Class

Smartlist Designer• http://www.ewsgroup.com/support/• Able to copy existing SmartList • Add Movers Suite fields to SmartLists (Order number,

branch, salesperson etc…)• Connect SmartList to a view (Auto Link doesn’t work

because no PriKey on a view)

Functionality• Create relationships

between tables and views• Add Filters to restrict the

data• Preview pane to see

results• SQL Query tab to show

script

<New> to copy existing

<Go To> Allows shortcut to windows

Existing Go To windows default when build from existing SmartList

<Create Go To>

Add your own Go To and set a Default

Add Navigation listGive it a name and select item GP will switch to the Navigation item,

Internet will open to web page, etc…

Security• User Type ‘Full’ or ‘Limited’

Limited Users• Inquiry• Reports• SmartList• Navigation lists

• Not able to access windows that update data

Limited Users cannot have Poweruser role

Warning will come up when trying to change their User Type

Security Task window

Users can send reports as Word doc• If not using Web client will need to create a template

and contact EWS to activate • Once report is printed using the template option once it

is then available to be Emailed as .docx

<Destination>

• Change the Report Type to Template to create a template

<Email Options> button

File format radio button to DOCX and enter Email addresses (connected to Outlook)

Word document sample

Questions?• Thank you for attending!