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
The next feature seems to include some collaboration with our friends at E-One Solutions. This pertains to smart list designer. Users can now import and export from one install to another the smart list definitions created with smart list designer. Making stuff easy! Read more from Pam Misialek @ https://goo.gl/ulrZH5 Thanks! Justin@caidynamics.com
Pam Misialek is still going strong so we better keep up!! Here’s what she wrote about on 4/11. Analytical Accounting user access settings. (whew say that 5 times fast!) You now have an option to automatically give all users access to AA transaction dimension codes. The older systems you had to provide each users access […]
OK, doing 2 a day is getting us caught up with Pam Misialek. This is a summary of her post from 4/7. The feature of the day was Exception report from budget imports. When importing a budget from Excel, the accounts that aren’t set up in Dynamics GP will be displayed and printable as an […]