Finance Forum March 2019.

Slides:

Advertisements

Similar presentations

Inquiries. Overview: Several valuable inquiries are easily accessible from within a sales order header, sales order line or any system menu. These include:

Advertisements

Intellitec Solutions User Group Microsoft Dynamics GP 2013.

What’s New in GE Part 1 (AR, AP, PO, Job Cost Presented by: Derek Kratz.

₮Talk about A/P feature/changes completed this year ₮Tips and Tricks ₮Discuss important A/R question ₮Talk about In-List items ₮Some of our best ideas.

NextGen Accounts Payable Local Government Corporation.

Finance – AdminConnect - Purchase Orders, Requisitions -Journal Entry Requests -Stock Requests - Bid Requests -G/L Lookup, drilldown, and reporting.

Admin Forum March 17, 2011 Financial Data Administration Heather McLendon LaTonja Miller Joanna Swiggett Gale Helms Mary Ward Elizabeth Palian Darlene.

B13: I can find the new balance on a credit card statement.

Inquiries. Order Inquiries  Where is my order?  When will my backorder ship?  Received my order, but it’s not what I ordered?

Information flow Diagram. Information Flow The following diagram illustrates the information flow within typical manufacturing and wholesaling organisation.

PROCUREMENT OF GOODS AND SERVICES USING AGRESSO Niall Dixon, IT Training Manager Information Services.

FMS Updates Presented to Faculties/PS Jan – Apr 2016.

Guide To Reconcile Sales Tax Updated September 2014

Below is a screen shot of worksheet By User Name

I’m a budget manager. Now What??

What’s New GP2016 and GP2016 R2 Presented by Paul Layton Tribridge

What’s New GP2016 and GP2016 R2 Presented by Paul Layton Tribridge

Introduction of Accounterlive - Online accounting software

Financial New Features Versions 22 & 23

Year End Preparation June/July 2017.

Chapter 7 Charge Accounts and Credit Cards

FRANCIS MARION UNIVERSITY

NextGen Purchasing Refresher Course

What do I need to keep in mind? Workflow Approval Overview

P-Card Ledger Tutorial

Accounts Payable Web Innovations 2017.

LESSON 10-1 Journalizing Sales on Account Using a Sales Journal

Books of Prime Entry ‘day books’

Tally.ERP 9 For Automobile Sales and Services

Microsoft Implements Your Vision

Cash Flow Stephen Daze Dom Herrick Entrepreneur in Residence

© 2014 Cengage Learning. All Rights Reserved.

Presenter: Karoline Lapko

To ensure invoice payment to agreed terms, please follow these guidelines. Failing to do so may result in your invoice being rejected and not getting.

Covers business Scope ..with Balance

Module 5 – Approve a Requisition

LINQ User Training Username: testuser Password: trainer

Banner 9 Finance Pages & Navigation

Ashley direct Replacement parts. Create my parts order

NEXTGEN ACCOUNTS pAYABLE

What’s new in Dynamics GP: Distribution

Budget Simulation : Finance Refresher

LESSON 2-2 Journalizing and Posting Cash Receipts

PO Look UP A simple reference for looking up your Purchase Order in Peoplesoft 8.8.

WELCOME EPIC Reporting.

Year End Preparation July 2018.

Procedure in Cust.Q.

To view updated PO status,

SECTION 7-3 Finance Charge: Average-Daily-Balance pp

Accounting, Controlling, Treasury

LESSON 10-1 Journalizing Sales on Account Using a Sales Journal

Journalizing Cash Receipts Using a Cash Receipts Journal

Acquisition Module Workflow

Status of Requisitions

Submitting for Approval

Product Training Customer Review

General Information - Pcard Budget and Finance & GEARS

To ensure invoice payment to agreed terms, please follow these guidelines. Failing to do so may result in your invoice being rejected and not getting.

SECTION 7-4 Finance Charge: Average-Daily-Balance

LESSON 10-1 Journalizing Sales on Account Using a Sales Journal

LESSON 10-1 Journalizing Sales on Account Using a Sales Journal

Statements & Finance Charge

Journalizing Cash Receipts Using a Cash Receipts Journal

Journalizing Cash Receipts Using a Cash Receipts Journal

Account Statement and Invoices

IOA is a fully Integrated Accounting Solution

LESSON 2-2 Journalizing and Posting Cash Receipts

GP2018 R2 – What’s New Microsoft Dynamics GP Presented by: Sally Diehl

To modify a requisition, enter the requisition number and click OK or press enter. You can enter sign to return to the last requisition you were.

Presentation transcript:

Finance Forum March 2019

Reporting Reminder re Guidance Recap from previous Forums Other Specific reports

Reporting Reminder re Guidance Knowledge Hub section Reporting Excel list of reports General guide re Reporting FAQs: Mainly around Budget Statement reports Also re exporting data

Reporting Recap from previous Forums (May Forum) Budget Statement Drill Down Detail Purchase Card Report Various Reports relating to Requisitions Review of Sub Projects to be closed

Reporting Other specific reports (not a full list) Budget statement GL enquiry Workflow enquiry List of sub projects (including status)

Reporting Other specific reports (Purchases) Purchase order enquiry Payment enquiry – All GRN/Invoice enquiry (to check PO ref from GRN)

Reporting Other specific reports (Sales) Open and Historical Customer Items – to check whether customer invoice has been paid. Able to search with Invoice No, Customer or Sub-project. Sales Products (to check the list of Products and related Accounts codes – could also just use the lookup from Sales Order screen)