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- Herausgeber: Packt Publishing
- Kategorie: Fachliteratur
- Sprache: Englisch
Microsoft Dynamics GP 2013 is a mature accounting software, ERP application, which is aimed at making life easier for financial professionals. This book is to assist readers in improving their use of Microsoft Dynamics GP by showing them how to get the most out of the financial aspect of the system.
Microsoft Dynamics GP 2013 Financial Management is intended to add value to your organization by making use of additional modules and processes by introducing readers, new or experienced, to some of the financial management modules of Dynamics GP, such as Analytical Accounting, Cash Flow Management, and Encumbrance Management.
Microsoft Dynamics GP 2013 Financial Management introduces the six essential financial modules. You will get acquainted with accounting to enable reporting, before gaining an oversight into inflow and outflow of cash. Budget studies cover all aspects of budget use in Dynamics GP for comparing actual figures against the budgets created and maintained within the system. The final chapters cover PO Commitments and Encumbrance Management; two sides of the same coin. Both modules allow for the control of purchasing by either committing or encumbering the transactions and preventing overspending.
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Seitenzahl: 94
Veröffentlichungsjahr: 2013
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Table of Contents
Microsoft Dynamics GP 2013 Financial Management
Microsoft Dynamics GP 2013 Financial Management
Copyright © 2013 Packt Publishing
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Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: September 2013
Production Reference: 1300813
Published by Packt Publishing Ltd.
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Birmingham B3 2PB, UK.
ISBN 978-1-78217-130-0
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Cover Image by Aniket Sawant (<[email protected]>)
Credits
Author
Ian Grieve
Reviewers
Mark Polino, CPA
Jivtesh Singh
Acquisition Editor
Akram Hussain
Commissioning Editor
Harsha Bharwani
Technical Editors
Vivek Pillai
Gaurav Thingalaya
Project Coordinator
Sherin Padayatty
Proofreader
Maria Gould
Indexer
Tejal R. Soni
Production Coordinator
Nitesh Thakur
Cover Work
Nitesh Thakur
About the Author
Ian Grieve is a Microsoft Dynamics GP and CRM certified consultant, specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd., a Microsoft Partner and VAR in the North East of England.
Ian has been working with Microsoft Dynamics GP since 2003. He has dealt with all aspects of the product life cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades, and process reviews.
Alongside his work with Microsoft Dynamics GP, in recent years he has fulfilled a similar role dealing with Microsoft Dynamics CRM, with special emphasis on project delivery and the training of end users on the management of sales, marketing, and services.
Ian is the co-author of Microsoft Dynamics GP 2013 Cookbook, produced Microsoft Dynamics GP Techniques online learning course, and was the technical reviewer for Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide and Microsoft Dynamics CRM 2011 Cookbook.
In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk/) blog dedicated to Microsoft Dynamics GP and related products and tries, often unsuccessfully, to squeeze in extra time for the Dynamics CRM related blog coralcurve | A Consultant's Dabblings in Dynamics CRM (http://www.coralcurve.co.uk/).
Acknowledgement
Thanks to my parents for their support through the years and my employer, Perfect Image, for being open to me taking on outside projects such as this book.
I also owe thanks to all of the clients I have worked with over the years, whose needs and questions have prompted me to learn ever more about Microsoft Dynamics GP, thereby putting me in a position to write this book.
Thanks to the Technical Reviewers, Mark Polino and Jivtesh Singh, for their valuable feedback which helped to make the book better.
Finally, thanks to the people at Packt Publishing, who I worked with through the course of the project.
About the Reviewers
Mark Polino, CPA is a principal consultant who has worked with Microsoft Dynamics GP for 15 years. He is the author or co-author of 4 books on Dynamics GP from Packt Publishing, and he created the successful 50 Tips in 50 Minutes for Dynamics GP presentation series. Mark runs the premier Dynamics GP related website at www.dynamicaccounting.net.
Jivtesh Singh is a Microsoft Dynamics GP MVP, and a Microsoft Dynamics Certified Technology Specialist for Dynamics GP. Through his blog—which is widely read in the Dynamics GP community—he covers Dynamics GP tips, tricks, and news.
Jivtesh is a Dynamics GP Consultant and Systems Implementer, and has been associated with the Microsoft Technologies since the launch of Microsoft .NET Framework. Jivtesh has over 10 years of experience in the development and maintenance of enterprise software using coding best practices, refactoring and usage of design patterns, and test-driven development. Jivtesh recently built a Kinect interface to control the Microsoft Dynamics GP 2010 R2 Business Analyzer with gestures. Later, he built a part of the GP Future demo for Convergence GP Keynote.
Jivtesh has set up a custom search engine directory for the Dynamics GP blog at www.gpwindow.com to help with easier access of Dynamics GP resources for the GP community. With MVP Mark Polino, he has set up a Dynamics GP product directory, www.dynamicsgpproducts.com. He has also created a blog on Dynamics GP, www.jivtesh.com.
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Preface
Microsoft Dynamics GP is an Enterprise Resource Planning system from Microsoft. It is used throughout the world by organizations in many different sectors due to its renowned strengths in financial management. These strengths extend beyond the standard finance modules of the General Ledger, Fixed Asset Management, and the Accounts Payables and Receivables to include a number of modules, which add additional finance management capabilities to the core system.
These modules include Analytical Accounting (which allows for analysis of transactions below the account level), Cash Flow Management, and budgeting, as well as methods of controlling spending through purchase commitments or encumbering. This book introduces these modules and shows you how they can be used to improve financial management and reporting.
What this book covers
Chapter 1, Analytical Accounting, introduces the Analytical Accounting module and how to configure, use, and report on transactions compared to budget values.
Chapter 2, Cash Flow Management, covers using the setup of a cash flow forecast and how to use the Cash Flow Calendar and Cash Flow Explorer to track in-flows/out-flows of cash.
Chapter 3, Budget Creation and Maintenance, shows how budgets can be created, combined, and maintained in Microsoft Excel.
Chapter 4, Budget Reporting, looks at the methods for inquiring and reporting on budgets in Dynamics GP, including the use of Management Reporter 2012.
Chapter 5, Purchase Order Commitments, shows how Purchase Order Commitments can be used to control expenditure.
Chapter 6, Encumbrance Management, shows how encumbering transactions can be used to reduce over spending and keep funds available when payment becomes due.
What you need for this book
You will require the following software for this book:
Who this book is for
This book is for Dynamics GP users who are looking to improve their own financial management, or Microsoft Dynamics GP partners who are looking to improve the support of their clients. This book assumes that you have a basic understanding of business management systems and a working knowledge of the core Microsoft Dynamics GP financial and purchasing series.
Conventions
In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.
Code words in text are shown as follows: "Log on to Microsoft Dynamics GP using the sa or dynsa user accounts".
New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: "Click on OK or Save, and close the Posting Setup window".
