Dynamics GP

Dynamics GP - AP Manager


Description
AREAS COVERED: Setup of the AP module, Posting Setup, Vendor Maintenance, Payables Invoice Entry, Credit Memo Entry, Manual Payments, Check Runs, EFT Setup, EFT Payment Batches, Credit Card Setup, Credit Card Payment Batches, Inquiries, SmartLists and Reports for AP (Payables Management) in Microsoft Dynamics GP. This course also includes Year-End Close and Month-End Processes

INSTRUCTOR: Amber Bell from Training Dynamo.

RECOMMENDED PREREQUISITES: Dynamics GP-User Interface Course (Available through DUG Skill-Up)

AUDIENCE: It is designed to help individuals setup and manage an Accounts Payable department of a company using Microsoft Dynamics GP.

NOTE: An “Essentials” course is available which excludes setup, as well as, Month-End/Year-End processes.

Student Access: To promote learning progression, students are given 30 days to complete this course. If more time is needed at the end of 30 days, simply reach out to us and we can extend your learning period.

Hours of recorded course content: 5:11
Expected hours to complete course: 6:00
Course Level: Basic
Delivery Method: QAS Self Study/Online eLearning
Course Administrative Policies: https://skillup.dynamicsuser.net/about-us
Content
  • WELCOME TO THE COURSE
  • Payables Management Intro (00:46)
  • Training Goals - Payables Management
  • VARIATION IN VERSIONS
  • GP User Interface (03:07)
  • Navigation Lists for AP (03:45)
  • SETTING UP PAYABLES MANAGEMENT
  • Payables Management Setup Part 1 - Main Screen (12:49)
  • Payables Management Setup Part 2 - Options (07:12)
  • Payables - Tax Overview (13:08)
  • QUIZ - AP Setup
  • POSTING SETUP
  • Posting Setup - Posting Rules and Reports (10:57)
  • Posting Setup - Posting Accounts (07:15)
  • QUIZ - Posting Setup
  • VENDORS
  • Vendor Maintenance - Main Screen (07:43)
  • Vendor Maintenance - Options (06:05)
  • Vendor Address Maintenance (05:13)
  • Vendor Maintenance - Email Preferences (04:23)
  • Vendor Maintenance - Accounts (06:51)
  • Vendor Classes (05:57)
  • Vendor Maintenance - Toolbar (04:27)
  • QUIZ - Vendor Maintenance
  • TRANSACTION ENTRY
  • Payables Batches (06:52)
  • Payables Transaction Entry - Invoices (15:01)
  • Payables Transactions - Credit Memos (06:36)
  • Payables Transactions Entry - Distributions (08:34)
  • Payables Transactions Entry - Separate Payment Distributions (03:24)
  • Payables Transactions Entry - Tips and Best Practices (04:31)
  • Payables Transaction Entry - Reviewing and Posting (11:06)
  • Batch Recovery (11:05)
  • QUIZ - Transaction Entry
  • PAYMENTS AND CHECK RUNS
  • Overview of Vendor Payment Options (02:21)
  • Manual Payment Entry (15:34)
  • Vendor Payments - Build Payment Batch (12:07)
  • Vendor Payments - Edit Payment Batch (06:29)
  • Vendor Payments - Edit Vendor Payment (07:24)
  • Vendor Payments - Printing Checks and Processing Payments (09:16)
  • Vendor Payments - Separate Remittance (05:07)
  • QUIZ - AP Payments
  • EFT / ACH Payments
  • EFT Setup (05:28)
  • EFT Payments (07:05)
  • Credit Card Vendors and Transactions
  • Credit Card Setup (04:31)
  • Credit Card Transactions and Payments (10:45)
  • TRANSACTION MAINTENANCE
  • Maintaining Records - Holds and Voids (13:10)
  • QUIZ - Vendor Holds
  • QUIZ - Voiding/Editing Posted Transactions
  • INQUIRIES, SMARTLISTS, AND REPORTS
  • Payables Inquiry Windows (08:11)
  • Payables SmartLists (08:53)
  • Payables Reports - Reviewing Open Payables / Printing Aging Reports (11:57)
  • QUIZ - SmartLists, Inquiries, and Reports
  • MONTH-END AND YEAR-END CLOSE
  • Payables - Month-End Close (07:10)
  • Payables - Year-End Close (09:17)
  • SURVEY: MONTH-END/YEAR-END CLOSE
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever
Prerequisites