Training / Class Descriptions / Dynamics GP Financials

This page contains descriptions of our existing classes. Classes are listed alphabetically by course name. Prices do not include course materials.

Payables Mangement (register)

Product Line: Microsoft Dynamics GP
Intended Audience: Customers and Partners
Price: $395 USD (Customer) / $345 USD (Partner)
Class Length: 1 Day
Recommended CPE Credits: 6.0
Course Level: Basic
Instructional Method: Group Live

Prerequisite:
Knowledge of basic accounting concepts is preferred.

Advance Preparation:
No advanced preparation is required for this class.


Class Description:

The one-day Microsoft Dynamics GP Payables Management Training Materials examines the accounting cycle and the processes required to enter vendor invoices and process checks. This training material also shows how to perform additional functions such as adjustments, prepayments, month-end closing, and cash flow control.

The class covers:

  • Establishing The Accounts Payable System
  • Monitoring AP Activity
  • Cash Management Application
  • Peroidic Reconciling
  • Setting up Vendor Records
  • Processing Vouchers
  • Processing Payments/Adjustments

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Receivables Management (register)

Product Line: Microsoft Dynamics GP
Intended Audience: Customers and Partners
Price: $395 USD (Customer) / $345 USD (Partner)
Class Length: 1 Day
Recommended CPE Credits: 6.0
Course Level:Basic
Instructional Method: Group Live

Prerequisite:
Knowledge of basic accounting concepts is preferred.

Advance Preparation:
No advanced preparation is required for this class.

Class Description:

Microsoft Dynamics GP Receivables Management training material explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This material shows you how to perform additional functions such as credit memos, prepayments, small balance write off, print customer statements, enter and void scheduled payments, and month-end closing procedures. Learn to set terms for calculating document discount dates and due dates, use balance forward and open-item statements, and apply any mix of the comprehensive service and finance charges available.A thorough understanding of these topics allows you to apply payments and credit memos to specific unpaid invoices by using several automatic payment application options. This keeps customer payment information consistent and accurate. You learn to use comprehensive reporting features to present data in different ways, including many standard reports such as Aged Accounts Receivables, Customer Aged Receivables and the Receivables Trial Balance report. This material also demonstrates how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and lookup functions.

The class covers:

  • Establishing The Accounts Receivable System
  • Processing Invoices
  • Monitoring AR Activity
  • Processing Cash Receipts
  • Generating Customer Statements
  • Processing Credit Memos, Adjustments, Commissions, WriteOffs

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General Ledger (register)

Product Line: Microsoft Dynamics GP
Intended Audience: Customers and Partners
Price: $395 USD (Customer) / $395 USD (Partner)
Class Length: 1 Day
Recommended CPE Credits: 6.0
Course Level:Basic
Instructional Method: Group Live

Prerequisite:
Knowledge of basic accounting concepts is preferred.

Advance Preparation:
No advanced preparation is required for this class.

Class Description:

This class covers the principles of the General Ledger in an interactive lab environment. It is designed for individuals who are involved in the analysis, maintenance, and support of financial software. Participants will walk through the various menu options learning implementation procedures; process flows within the ledger and techniques for interfacing with the sub systems (AR, AP, etc). This class may cover the Multi-Currency Module or FRx, based upon the needs of the students.

  • Maintenance Issues
  • Support Information
  • Chart Generation
  • Multiple Currencies
  • Batch Transaction Processing
  • Daily Processing
  • Period Close Processing
  • Year End Close Processing

Fixed Assets (register)

Product Line: Microsoft Dynamics GP
Intended Audience: Customers and Partners
Price: $395 USD (Customer) / $395 USD (Partner)
Class Length: 1 Day
Recommended CPE Credits: 6.0
Course Level: Basic
Instructional Method: Group Live

Prerequisite:
Knowledge of basic accounting concepts is preferred.

Advance Preparation:
No advanced preparation is required for this class.

Class Description:

Microsoft Dynamics GP Fixed Assets delves into the accounting cycle and the processes required to enter, depreciate, and retire fixed assets. This training material shows how to perform additional functions such as changing asset information, mass changes, partial transfers, partial retirements, and retirement undo.A thorough understanding of these topics allows companies to keep accurate records and learn to use comprehensive reporting features to present data in different ways. This material also teaches how to define default values that automatically populate data fields and gather the information you need to make better business decisions by exploring powerful inquiry and lookup functions.

  • Perform all Fixed Assets related data entry functions including creating asset records
  • Maintain asset records using transfers, changes, and retirements
  • Print detailed reports to verify data and financial analysis for audit trail purposes such as posting journals, depreciation registers, financial details and other asset reports
  • Identify the impact of the Fixed Assets module on other Microsoft Dynamics GP modules
  • Troubleshoot and correct input errors including an incorrect posting period and how to delete records