Wiley 978-0-470-38835-8 Datasheet

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Chapter 1
What Microsoft Dynamics
GP Does Best
In This Chapter
Familiarizing yourself with the Microsoft Dynamics GP window
Understanding Dynamics GP terms
Knowing how Dynamics GP keeps your CPA happy
M
icrosoft Dynamics GP is a robust accounting package that can meet
the needs of any number of types of organizations. All installations
of Dynamics GP have certain characteristics in common. In this chapter, I
describe these common characteristics and, in the process, introduce you to
Dynamics GP lingo.
Introducing Microsoft Dynamics GP
Familiarizing yourself with the Microsoft Dynamics GP window is the first
order of business. You’ll find it much easier to perform tasks if you know how
to find them.
In Figure 1-1, you see a typical Dynamics GP opening window. Dynamics GP
uses a Navigation pane down the left side of the window, similar to the one
found in Microsoft Outlook. The Navigation pane enables you to, well, navi-
gate to various places in the program. In Figure 1-1, I clicked Home in the
Navigation pane.
The Home page you see in the Content pane when you open Dynamics GP
on your computer might not match the one shown in Figure 1-1 because you
can customize the Home page — and you can read about customizing your
Dynamics GP Home page in the section “At Home with the Home Page,” later
in this chapter.
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Summary of Contents

Page 1 - GP Does Best

Chapter 1What Microsoft Dynamics GP Does BestIn This Chapter Familiarizing yourself with the Microsoft Dynamics GP window Understanding Dynamics GP

Page 2 - Menus and toolbars

16Part I: Great Things with Microsoft Dynamics GP Figure 1-10: The Home page after adding the Metrics area. Notice the left- and right-pointing arr

Page 3 - Navigation pane buttons

17 Chapter 1: What Microsoft Dynamics GP Does Best 1. In the Metrics Details dialog box, click the chart you want to add. In this case, Total Purcha

Page 4

18Part I: Great Things with Microsoft Dynamics GP Figure 1-12: The types of links you can add to the Quick Links list. Figure 1-13: In the Name box,

Page 5

19 Chapter 1: What Microsoft Dynamics GP Does BestFamiliarity Breeds Affection, Efficiency, and Productivity . . . and a Pay RaiseDynamics GP contains

Page 6

20Part I: Great Things with Microsoft Dynamics GP But you can set up more than just name and address information for custom-ers and vendors; you can s

Page 7 - Who, when, and where you are

21 Chapter 1: What Microsoft Dynamics GP Does Bestbasis. For example, if you pay certain bills weekly, you can create a batch that contains all of tho

Page 8 - At Home with the Home Page

22Part I: Great Things with Microsoft Dynamics GP separate action to actually post the transactions. In general, you can edit or delete transactions i

Page 9

23 Chapter 1: What Microsoft Dynamics GP Does Best You also can use this window to see the receivables status for a single customer.ReportsYou’ll fin

Page 10

24Part I: Great Things with Microsoft Dynamics GP Figure 1-18: Each series displays an area in the Content pane where you can set up various aspects

Page 11

25 Chapter 1: What Microsoft Dynamics GP Does BestYellow sticky notesIn every window in Dynamics GP, next to almost every field you’ll see an icon tha

Page 12 - Customizing the To Do area

8Part I: Great Things with Microsoft Dynamics GP Figure 1-1: A typical opening window in Dynamics GP. Menu barUser dateContent paneToolbar buttonsNav

Page 13 - Customer

26Part I: Great Things with Microsoft Dynamics GP Working with SmartListsSmartLists provide you with fast, easy access to information in your Dynamics

Page 14 - Transactions

27 Chapter 1: What Microsoft Dynamics GP Does BestReminders and tasksDynamics GP can create reminders for you for a variety of conditions. For example

Page 15

28Part I: Great Things with Microsoft Dynamics GP Keeping Your CPA HappyDynamics GP contains a feature called Audit Trails that makes accountants very

Page 16 - Inquiries

9 Chapter 1: What Microsoft Dynamics GP Does Bestmark appears beside the toolbar name it’s already displayed, and clicking it removes the check mark a

Page 17 - Routines

10Part I: Great Things with Microsoft Dynamics GP Figure 1-3: The Navigation pane. Content pane containing actions for the selected seriesNavigation

Page 18

11 Chapter 1: What Microsoft Dynamics GP Does Best Figure 1-4: Add or remove named buttons in the Navigation pane. The Configure Buttons buttonIn addi

Page 19 - Yellow sticky notes

12Part I: Great Things with Microsoft Dynamics GP Figure 1-5: Use this dialog box to specify the buttons to display in the Navigation pane and the or

Page 20 - Working with SmartLists

13 Chapter 1: What Microsoft Dynamics GP Does BestYou select the action you want to take in the Action pane of the List window. You can add filters in

Page 21 - Reminders and tasks

14Part I: Great Things with Microsoft Dynamics GP When you click the name of the currently logged in user, a dialog box very similar to the one shown

Page 22 - Keeping Your CPA Happy

15 Chapter 1: What Microsoft Dynamics GP Does Best Figure 1-8: The differ-ent areas of the Content pane of a typical Home page. The Customize This Pag

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