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What’s New in Dynamics GP 2016 R2

John Stucky

TrinSoft, LLC

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Agenda

• Dynamics GP Roadmap

• System Wide Changes

• Business Intelligence

• Financials

• Distribution

• Project Accounting

• Human Resources & Payroll Enhancements

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System Wide Changes (Foundation)

• User ID now displayed in “This batch is being edited by another user”

message

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Business Intelligence Enhancements (BI)

• SmartList Designer in Advanced Lookups

• SmartList Favorite Protection

• HTTPS Support for Management Reporter

• Power BI on Web Client Home page

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BI: SmartList Designer in Advanced Lookups

• Users can assign

SmartList Designer

Lists to Advanced

Lookup windows

• Lookup windows

include all of the

lookups from the

advanced lookup

setup window

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BI: SmartList Favorite Protection

• When a user tries to

modify a SmartList

favorite they will be

prompted to enter a

password

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BI: HTTPS Support for Management Reporter

• Ability to deploy

Management

Reporter for https

access

• Access reports over

secure https

communication

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What is Power BI

• Power BI is a suite of analytical tools designed to analyze and share data.

• Power BI Desktop gives you tools to transform, analyze and visualize data.

• Power BI Mobile allows you to monitor important data from all of the

devices you rely on.

• You can securely connect to your data whether it is on-premise or in the

cloud.

• You don’t even have to be a developer to create meaningful and stunning

visual representations of your data.

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Power BI

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BI: Power BI Reports on Web Client Home Page

• Power BI reports rendered on home page for web client

• Click on report to go directly out to your Power BI site

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Financial Enhancements (Financial)

• GL Distribution Line Display Opens Expanded

• Credit Limit Warning Calculation for Unposted Credit Documents

• POP to FA Link to Include Taxes

• Link Credit Card Invoices to Original Invoice

• SafePay File Displays Check Name from the Check

• Save Fixed Asset ID with Suffix

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Financial: GL Distribution Line Display

Opens Expanded

• GL Transaction Entry

and Journal Entry

Inquiry windows will

default the scrolling

window expanded or

collapsed based on the

previous display state

• This is a per user per

form automatic setting

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Financial: Credit Limit Warning Calculation

for Unposted Credit Documents

• Adjust the credit

limit warning

calculation when a

cash receipt is

entered and is

applied against an

outstanding invoice

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Financial: POP to FA Link to Include Taxes

• Option to include tax as part of the acquisition cost when adding capital

item in Fixed Assets from purchase receipt

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Financial: POP to FA Link to Include Taxes

• Option to include tax as part of the acquisition cost when adding capital

item in Fixed Assets from purchase receipt

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Financial: Link Credit Card Invoices to

Original Invoices

• Update the Transaction

Description on the

credit card vendor

Invoice to easily track

back to the originating

voucher

• Modify Reconcile to GL

for Payables to link the

credit card payment

and credit card vendor

invoice to GL entries

with matched

Transactions

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Financial: Add Bank Rec History Table &

Do Transaction History Removal

• New process for Reconciled

Transaction Maintenance in

Routines

• Moves reconciled

transactions to Bank

Reconciliation history tables

• With data moved to history,

bank reconciliation processes

performance will improve

• When remove history, will

also remove any moved

reconciled transactions

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Financial: SafePay File Displays Check Name

from the Check

• Check Name from check is used in the file, not the default from the

vendor card

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Financial: Save Fixed Asset ID with suffix

• Enter a suffix for the fixed asset

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Distribution Enhancements (Dist)

• Display Tax Percent for Historical Transactions

• Cancel PO When Linked to a Requisition

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Dist: Display Tax Percent for Historical

Transactions

• When drilling into the

sales transaction tax

details, the tax

percent used at time

of transactions

displays instead of

the percent that is

setup on the tax

detail maintenance

window

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Dist: Cancel PO When Linked

to a Requisition

• Cancel purchase

order line quantity

when linked to a

purchase requisition

• Available in

Purchase Order

Entry and in Edit

Purchase Orders

• Warning is given but

can continue

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Project Accounting Enhancements (Proj)

• Timesheet Status Report

• Line Distributions added for each transaction

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Proj: Timesheet Status Report

• New report for PTE

Timesheets

• Print by status or by

approver

• Visibility into all

timesheets including

missing timesheets

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Proj: Line Distributions

Added for Each Transaction

• Distribution edited

by line item

• Cannot edit

Summary

• PA Trial Balance

Report will reflect

correct amounts and

distributions

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Human Resources & Payroll Enhancements

• Track History on Termination / Rehire Dates

• Allow Payroll User to Print Using Self-Service W2 Report

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Human Resources: Track Termination &

Rehire Dates in Human Resources

• New option called Employment History

• Access from Employee Maintenance

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Payroll: Allow Payroll User to Print Using

Self-service W2 Report

• W2 can be printed

without using the pre-

printed forms

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What to Expect in Dynamics GP 2018

• Set to be released around December 2017.

• Not much info has been confirmed about new features and

functionality for Dynamics GP 2018 yet, but expect improved

integration to popular add-on apps, added business intelligence

features, top requested features from customers and navigation

enhancements.

• Expect to see improvements and new features for Financials,

including payroll.

• Streamlined document management/attach functionality and a

new version of Workflow are all likely to be critical components

to the Dynamics GP 2018 release.

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Thank You

Thank you for attending today’s webinar.

Please contact John Stucky if you have any questions, or if you would like a copy of the slides of today’s presentation.

John Stucky

859.252.6225 x1013

jstucky@trinsoft.com