Power BI reports on the home page New part on the home page to display Power BI reports. You can also click on the report to go out to your Power BI site. This is likely GREAT for some folks, and no value for others. But it’s good to know it’s there! Again, thanks to […]
Display duplicate GL accounts on budget exception report. When importing excel budget files, GP will now print an exception report displaying duplicate accounts from the excel file. The first record will be imported. Pam Misialek posted this 4/25 @ https://goo.gl/d80HZv Justin@caidynamics.com
Do your processes meet the requirements for ISO or DSO certifications? You may want to implement Lean techniques and CPI culture to satisfy their needs. CPI drives ongoing review of your processes, which is relatively easy to tie out with the annual audit demands of the certifications. Often keeping up with the certifications drives the […]
Manage and edit attachments that flow to transactions You can now edit attachment information that flowed from master records. Enable flow and email check boxes for flow attachment options. So this is one of the more cryptic features that I’ve read. It seems to me that the feature really lets you automatically flow attachments through […]
Batch Deposit Cash Reciepts When you select to automatically post cash deposits and you post a batch with cash receipts in it, one deposit will be created for all the cash receipts in the batch. If you have selected transaction level post, one deposit will be created for each separate transaction. Cool stuff! Thanks for […]
The daily feature listed on 4/18 by Pam Misialek addresses the new user types for Dynamics GP. Depending on what your users do, and how they’re set up, you may be able to save some money. Support names user pricing – The new 2016 version supports named user licensing for self service user types. https://goo.gl/vtYUV3 […]
Workflow reassignment notification Your usual workflow approver is out of office? No problem, reassign it. Then use the new feature to send notifications to the new approver for delegation, escalation, or alternate approval. See more from Pam Misialek @https://goo.gl/owUg7T Justin@caidynamics.com
Catching up!! April 15 the feature was: Workflow condition management enhancement They have added “reject” and “continue to next step” as options for what happens when a step condition is not met. Seems simple enough, but a workflow can stop dead in it’s tracks if it doesn’t have options to push things one way or […]
Word templates for batch approval workflow e-mails GL, Payables, and receivables batches now have a default Word template for the edit list. These workflow batch approvals can be e-mailed to the approver for complete information before approving. The end result is you get more information on email approvals for batches. See here for more info! […]
Smart list from favorites! Using Designer you can now create a new smart list from a favorite. The user doesn’t have to remove all the extra columns from the default smart list. This was the feature of the day from 4/12. Read more by Pam Misialek at https://goo.gl/yYMuvt Justin@caidynamics.com