Tag: Microsoft Dynamics GP Fall 2021 Release

This post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Save Inquiry Sort Options Financial enhancement.

This new Financial enhancement makes the sorting on inqury windows much more user-friendly. The previous enhancement allowed users to choose how the data should be sorted; this enhancement, allows users to save their sorting option.

On the action pane, on the View button, the user can now choose Save Window Preferences to save their sort options:

The save window preferences option is available in the following windows:

• Payables
  • Transaction by Vendor
  • Transaction by Document
• Receivables
  • Transaction by Customer
  • Transaction by Document
  • Sales Item
• Bank Reconciliation
  • Checkbook Register
  • Checkbook Balance.

It’s nice to see this option for users to save their sort options, as this has been an incredibly common question when showing clients how they can change the sorting.

This post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Summary post Cash Receipt at Batch Financial enhancement.

Previously, Microsoft have added the ability to Summary Post AR Cash Receipts as an option in Company Setup. This has been well received as it takes the customer cash received and posts a summary deposit for the transactions through Bank Reconciliation to update the checkbook. However, Microsoft have received requests that users want greater control over this process as not all batches should automatically post in summary through Bank Reconciliation.

An new option has been added with a drop down selection when Automatically post cash receipt deposits is marked in Company Setup. This drop down will display an option for the entire batch to post in Summary or to post each individual transaction through Bank Reconciliation. The system will still automatically post the deposit in Bank Reconciliation, however by this selection, you can determine if the batch posts as a combined deposit, or if each receipt in the batch will post as a deposit in Bank Reconciliation.

I have a few clients using the option introduced a while ago who I think will like and benefit from this new level of flexibility in posting batches to Bank Rec.

This post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Update Account Description in Mass Modify Financial enhancement.

A common request to Microsoft has apparently been the ability to recreate the account descriptions using the Mass Modify Chart of Accounts window (Financial area page » Cards » Mass Modify). This enhancement has sen an option, Update Account Description, added to the Modify drop down which will recreate the account description for the selected accounts; it will use the associated segment description for each segment separated with a hyphen:

I don’t like the Mass Modify window very much and don’t think I have any clients who use it; in most cases the account description is not just a simple derivative of the segment descriptions so this function wouldn’t be much use anyway.

This post is part of the Microsoft Dynamics GP October 2021 Release Feature of the Day series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog, while adding some commentary, on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

This post is on the Scroll through Account Segments Financial enhancement.

This is a small enhancement to the Account Segment Setup window (Financial area page » Setup » Segment) to make it easier to navigate, edit or review the segments and their descriptions; scroll buttons have been added to the Number field allowing you to scroll through the segments:

This is only a small enhancement, but I can see it being very useful when adding new segments or doing a quick review of descriptions.

This post is the Microsoft Dynamics GP October 2021 Release Feature of the Day series index for the series where I am going to echo the posts from the Inside Microsoft Dynamics GP Blog on the new features introduced in the Microsoft Dynamics GP October 2021 Release which is now available.

The series index, below, will automatically update here on azurecurve|Ramblings of a Dynamics GP Consultant as posts are published; if you’re reading elsewhere, check back to this series index post:

Continue reading “Microsoft Dynamics GP October 2021 Release Feature of the Day: Series Index”

The October 2021 (18.4) release of Microsoft Dynamics GP is now available for download; the official post release announcement is here.

The full download is here and the hotfix update for upgrading from 18.2 or 18.3 is here .

The latest features and functions added or enhanced are:

Financials

• Scroll Through Account Segments.
• Default Inquiry Sort Options (Receivables, Payables, Bank Reconciliation).
• Update Account Descriptions using Mass Modify.
• Summary Post Accounts Receivables Cash Receipt through Bank Reconciliation.
• Payables 1099 Default to Single Feed.
• Payables 1096 form print email address.

Distribution

• Sales Order Processing GOTO.
• Save Filter Settings for All-In-One.

Workflow

• Workflow Automation for Workflow Batches (GL, AR, PM).
• Workflow Approver Count.
• Workflow Carbon Copy delete option.

Human Resource and Payroll

• Payroll Transaction entry Defaults saved in batch.
• Excel Copy and Paste Payroll Transactions.
• Mask Employee Social Security Number on W2.
• Safepay File pull name of employee from check.

Project Accounting

• Project code Modifier (Project and Contract Number also Project, Contract and Cost Category ID).

I’ll be getting hands on with the new version as well as posting about the new features overt the coming days and weeks.