System and Company GL and Financial AR/SOP AP/POP Grab Bag Reporting $100 $100 $100 $100 $100 $100 $200 $200 $200 $200 $200 $200 $300 $300 $300 $300 $300 $300 $400 $400 $400 $400 $400 $400 $500 $500 $500 $500 $500 $500 By Jo deRuiter

You will be taken to the question Wait for Answer, then click answer Click on any numerical space chosen by contestant Written answer will appear. Pause to discuss then click the NEXT SLIDE BUTTON on the control DON’T CLICK RETURN YET Once the screenshot of GP has displayed click the “Return to Main Board” button to continue to next question

On What Window Do You Enable Security for All of GP? System and Company On What Window Do You Enable Security for All of GP? Return to Main Board Answer

System>Setup>Company>Company Setup System and Company Company Setup System>Setup>Company>Company Setup Return to Main Board

System and Company On Which Window Can You Set up where the Default Posting Dates for Transaction Types originate from or turn OFF printing or select print locations for Posting Reports? Return to Main Board Answer

System and Company Posting Setup for the Company: System>Setup>Company>Posting Setup Return to Main Board

System and Company On Which Window Can You Set Up Custom Lookups To Find Records You Routinely Search For with the Magnifying Glass. Such as a lookup on Open Payables Transactions by Batch Number or Due Date? Return to Main Board Answer

System>Setup>Company>Advanced Lookups System and Company Advanced Lookups! Add lookups to most Magnifying Glass lookups by how YOU need to find data System>Setup>Company>Advanced Lookups Return to Main Board

System and Company On What Screen Can You Enable Features You Don’t Currently Use or Can’t See When Logged in as ‘sa’? Return to Main Board Answer

System>Setup>Registration System and Company Registration: You have the ability to de-clutter your screens and hide features not used or enable features that you WANT to use in the Registration Window: System>Setup>Registration Return to Main Board

System and Company On What Window Can You Permanently Change the Default Columns, Default Go-To’s and Maximum Records for GP SmartLists for All Users? Return to Main Board Answer

System>Setup>SmartList Options Return to Main Board

GL and Financial How Can You Set Up a Recurring Batch in GL that can have amounts updated before posting? Return to Main Board Answer

There are two ways: A recurring GL transaction (preferred) or a Quick Journal with an Offset Account Return to Main Board

GL and Financial On What Window Can I Configure Electronic Reconciliations from my Bank to make reconciling my bank accounts automatic? Return to Main Board Answer

Electronic Reconcile Format Configurator GL and Financial Electronic Reconcile Format Configurator Return to Main Board

GL and Financial How Long Must I Wait to Close the GP Year So That All Adjustments and Audit Adjustments Can Post To the Correct Year? Return to Main Board Answer

What Is: YOU DON’T GL and Financial GP Will Recognize Prior Year Adjustments and make the necessary entries in the background to either Roll Up to Retained Earnings for P&L Type Accounts or Roll the Balance Forward to the Current Year for Balance Sheet Accounts! Return to Main Board

GL and Financial How Many Accounts Payable Accounts Can Be Set To Auto Reconcile in the “Reconcile to GP Window”? Return to Main Board Answer

GL and Financial As Many as You’d Like! Set up Reconcile to GP and GP will match the subledger to all of your GP, AP, AR, Inventory or Bank Rec Accounts! Return to Main Board

GL and Financial On What Window Do I Program GP to Post only in Summary for My Suspense Account But Only If the Transaction Originates in the Sales Module? Return to Main Board Answer

Financial>Cards>Account Maintenance. GL and Financial Financial>Cards>Account Maintenance. Specify the Level of Posting by Series for every account! Return to Main Board

AR and SOP Name Two Windows I can automatically write a Collection Letter using Word From to Send to a Customer? Return to Main Board Answer

AR and SOP Customer Summary Card or Customer Maintenance Card or Directly From SmartLists Return to Main Board

On What Screen Do You Enable “Automatically Post Cash Receipts”? AR and SOP On What Screen Do You Enable “Automatically Post Cash Receipts”? Return to Main Board Answer

System>Setup>Options Company Setup Options in which you can set up several custom functionality! System>Setup>Options Return to Main Board

AR and SOP Where in Sales Order Processing Can You See In One Window the Progression of One Transaction from Quote to Order to Invoice to Payments and/or Returns/Credits? Return to Main Board Answer

The Sales All In One View from Inquiry or from within other Inquiries AR and SOP The Sales All In One View from Inquiry or from within other Inquiries Return to Main Board

AR and SOP What Window would I access the process that moves fully paid transactions from my AR Open to my AR History in order to keep my Open table from becoming too large Return to Main Board Answer

Sales>Routines>Paid Transaction Removal. AR and SOP Sales>Routines>Paid Transaction Removal. In the AR Module Transactions don’t move to history until they are manually transferred. You can adjust checks in the event of NSFs Return to Main Board

AR and SOP On which Windows Can You Set holds on Sales Transactions which prevent them from transferring to other document types or posting based on criteria such as address verification, credit, quality assurance, etc? Return to Main Board Answer

AR and SOP Sales Process Holds at Sales>Setup>Process holds in conjunction with the Sales Document Setup can keep transactions from transferring, posting, fulfillment or printing until criteria are met. Return to Main Board

AP and POP True or False, to cut a check quickly to a vendor for an invoice not yet entered, I must enter the invoice then create a check batch to print the check. Return to Main Board Answer

AP and POP FALSE: You can enter payment information directly onto transactions and print a payables check without ever leaving the transaction window! You can even PARTIAL pay for it! Or, use this field to enter a transaction that has already been paid Return to Main Board

AP and POP If a user accidentally enters an invoice with the incorrect Remit-To Address, Discount Date, Due Date or Description, what window can be utilized to quickly correct the transaction information without needing to void and re-enter the transaction? Return to Main Board Answer

AP and POP Edit Payables Transaction Window will allow you to quickly and easily change non-financial and non-key field header information Return to Main Board

AP and POP What window can be used to quickly update vendor transactions to 1099-type transactions so the 1099 Printing is correct? Return to Main Board Answer

AP and POP Purchasing>Routines>Update 1099 Information. Even if you change the Vendor information the last day of the year to 1099 type vendor, this window will find the transactions for the vendor and update the 1099 tables Return to Main Board

AP and POP Which Process would I run to automatically create Purchase Orders based on pre-set inventory order point quantities to help automate and expedite the purchasing process? Return to Main Board Answer

AP and POP Purchase Order Generator under Purchasing Transactions will look at Inventory Quantities and the Item Resource Planning Card and Suggest PO’s then auto-create them for you! Return to Main Board

AP and POP If my company processes many PO’s and I want to use the POP Document Inquiry on Open PO’s but fully Received and Invoiced/paid PO’s still show, what utility can I run to move PO’s to History so that only Open PO’s appear Return to Main Board Answer

AP and POP Remove Completed Purchase Orders in Routines will help keep the Open PO Tables Clean and quickly differentiate open and historical PO’s Return to Main Board

Grab Bag Where can I set a Reminder to show me all Customers who are past due and even assist in sending the Collection Letter? Return to Main Board Answer

Grab Bag Home Page, Set a GP Reminder on Past Due Customers using a SmartList, send the collection letter directly from SmartLists! Return to Main Board

Grab Bag Within each GP Module, where can I setup CheckLists for routine Daily, Period End, Calendar End tasks and see who has completed them? Return to Main Board Answer

Grab Bag Check Lists are available within each Module and can assist with setting up standard routines and seeing who has completed them. They even contain links to open the relevant windows. Return to Main Board

Grab Bag When Setting Up Emailing for Vendor PO’s and Remittances, where is the one place in GP you can update ALL vendors at the same time to setup the documents that Vendor can be emailed? Return to Main Board Answer

Grab Bag From the Navigation List use the “Modify” area, select email and choose to enable emails and the forms, message and format to send. Return to Main Board

Grab Bag On What Window Could I Print a Miscellaneous Check to a Non-Vendor On The Fly? Return to Main Board Answer

Grab Bag It’s Not Highly Recommended, but Miscellaneous Check Window in Financial Transactions Allows for on-the-fly printing of checks to Non-Vendors Return to Main Board

Grab Bag Where in GP can I set up an email to my Collections Team to alert them a Customer has gone over their credit limit AND has open quotes? Return to Main Board Answer

Grab Bag Business Alerts are available and emailing is capable with certain settings in SQL Return to Main Board

Reporting and Inquiry Where in GP can you get a total for all of your Expenses Related to the Sales Team (segment required) and quickly see the Actuals, Prior Year, Budget, Variance and Other Currency amounts not to mention quickly see either Net Change or Period Balances? Return to Main Board Answer

Reporting and Inquiry Account Rollups are the best place to group accounts and get firm numbers! How much was in ALL of your cash accounts at the end of Period 2 last year?... Return to Main Board

Reporting and Inquiry On What Window Can You Easily Deploy SSRS, Excel Refreshable, Management Reporter and Power BI Reports That Come Standard with GP? Return to Main Board Answer

System>Setup>Reporting Tools Setup Reporting and Inquiry Reporting Tools Setup System>Setup>Reporting Tools Setup Return to Main Board

Reporting and Inquiry True or False: GP Out of the Box has an Excel Dashboard for Sales and Financial Transactions Return to Main Board Answer

Reporting and Inquiry TRUE: By deploying the Excel Refreshables you have access to pre-built Sales and Financial Dashboards! And, setting up Custom Dashboards are simple! Return to Main Board

Out of the Box Dashboards are Available in GP in What Windows? Reporting and Inquiry Out of the Box Dashboards are Available in GP in What Windows? Return to Main Board Answer

Reporting and Inquiry The Home Screen and Navigation Lists! Once SSRS Reports are deployed, showing the KPI’s and Dashboards is easy! Return to Main Board

Reporting and Inquiry What screen in SmartList can I use to search and filter for the exact transactions I’m looking for? Return to Main Board Answer

Reporting and Inquiry SmartList in GP has a Search Tool which can assist in finding transactions by 4 search categories, wildcards are possible to really find exactly what you need! Return to Main Board