Tag: Microsoft Dynamics GP 2018 R2

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twenty-first Feature of the Day is Letter Writing Assistant works in the web client.

This feature is the Letter Writing Assistant now works in the web client; when in the SmartList window and you click on the Word option, the templates are available as they are in the windows client:

Letter Writing Assistant was one of the few pieces of functionality which did not work in the web client, so it is nice to see it being made available.

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The twentieth Feature of the Day is SmartList Designer favorites in navigation list.

This feature is SmartList Designer Favorites will now display in the navigation lists. Previously, only standard SmartList favourites would display in the SmartList Favorites navigation list, but with this feature all those favourites created for SmartList Designer SmartLists, will also now display:

I have a handful of clients using SmartList Designer, but the majority of my clients use SmartList Builder from eOne Solutions due to functionality differences. Even those clients using SmartList Designer never, to the best of my knowledge, use the SmartList Favorites navigation list.

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The nineteenth Feature of the Day is option to not display inactive checkbooks in lookup.

This feature is a new option Exclude Inactive Checkbooks in the checkbook lookup which can be selected; it can also be set your default lookup:

With the last feature of the day which defaults the Checkbook on the creation of a payment run, there probably won’t be muh use for this feature.

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The eighteenth Feature of the Day is Checkbook ID defaults on check batch.

This feature is an enhancement which defaults the Checkbook ID default from the Payables Management Setup window (Purchasing area page » Setup » Payables) into the Payables Batch Entry window (Purchasing area page » Transactions » Payables Batches) when creating a Computer Checks batch. The Checkbook ID will also default in the Select Payments and Edit Payment Batch window.

I welcome this feature as it will somewhat streamline the creation of payment runs. A lot of clients will only use one checkbook for making payments, so it has always seemed od that the chequebook couldn’t be defauted in.

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The seventeenth Feature of the Day is new totals print on the Payroll Check Register report for FICA.

This feature adds totals to the print of the Payroll Check Register report for FICA. A new Total FICA Owed, Total Employee FICA owed, and totals for both FICA Medicare and FICA Social Security all print on the payroll check register report:

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The sixteenth Feature of the Day is shared maximum benefit and deduction code in Payroll..

Thsi feature is a shared maximum benefit and deduction code in Payroll. A new Ded/Ben Shared Limit Setup window allows you to setup a calendar year maximum for multiple benefit and deduction codes. When the check run is processed, it will look at the year-to-date amount and compare it to the calendar year max in this new window.

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The fifteenth Feature of the Day is a new Start Date and End Date for each pay code.

This feature adds a new Start Date and End Date for each pay code in the Employee Pay Code Maintenance window. This is used when building the check run as to whether to include the selected pay codes; so if the check run is before the start date or after the end date, that pay code will not be included.

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The fourteenth Feature of the Day is Duplicate Check Numbers option extended.

This feature sees the Checkbook Maintenance (Financial area page » Cards » Chechbook) option to allow or not allow Duplicate Check Numbers extended to other windows. This means that if this option is not marked, duplicate checks are not allowed in these three windows. Previously, this option only applied to Payables checkbooks but now it includes:

• Bank Transaction Entry
• Payroll Manual Checks
• Miscellaneous Checks

I don’t recall this ever coming up before, so I actually thought the Bank Transaction Entry and Miscellaneous Checks window already did this. That said, we don’t have that many clients using the standard Bank Rec window and none would use the Miscellaneous Checks window as virtually all payments in the UK are via EFT.

The Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2018 R2 on which I am following and adding commentary. The series index for this series of posts is here.

The thirteenth Feature of the Day is Email Customer Statements.

This Feature of the Day is all about convenience of sending customer statements. In Dynamics GP 2018 R2 users can email customer statements directly from a button on the action pane in the Customer Maintenance window (Sales area page » Cards » Customer). This new E-mail option will automatically send the statement to the email address setup for the customer:

This feature builds on the Single Customer Statement new feature from Dynamics GP 2018 RTM; the original feature of the day post from Microsoft said “print”, but the linked PowerPoint dsaid “email”.

I believed the email part and when I got hands on with the feature was disappointed to find it was only a print.

I’m assuming this feature for 2018 R2 is in response to my, and others, feedback on the print option. I’m very happy to see this has been expanded to an email option now as this will make this feature usable to quite a few of my clients.