Microsoft Releases Dynamics GP 2018 R2

As promised, Microsoft released Dynamics GP 2018 R2 on October 1 with many exciting new features. The feature-filled release will help assure new and existing GP users that Dynamics GP continues to deliver great added value to companies.

Here are a few of the features in the new version:

Partial purchase on PO and email PO other form – This allows a partial purchase on a purchase order when you create the PO from a purchase requisition. In addition, you can email the PO other template from purchase order entry.

Option to Hide Business Analyzer for all Users – Administrators can now hide Business Analyzer on both the Home Page and on Navigation List pages with these two new options: Display Business Analyzer on Home Page and Display Business Analyzer on Navigation List pages. These are universal settings to make it easier to turn off the feature if companies are not using Business Analyzer. Individual users can still choose to turn on Business Analyzer using customize options.

Allow/Decline Duplicate Check Numbers – Formerly available in the Payables checkbooks only, a new feature has been added to GP 2018 R2. The new feature extends the option to allow/not allow Duplicate Check Numbers to Bank Transaction Entry, Payroll Manual Checks and Miscellaneous Checks. If you don’t check this option, duplicate checks are not allowed in these three windows.

Monthly Recurring Batches: Use Last Day of the Month – Over the years, GP has continued to automate repetitive tasks, helping users to get more done in less time. Monthly recurring batches have been around for a while in Receivables, Payables, and Inventory, but users a problem when it came to dealing with varying month length. Based on feedback from users, Microsoft has added a new checkbox called ‘Use last day of the month’ for Monthly and Bimonthly batches. When marked, it will automatically set the posting date to the last day of the month. If you set up a batch posting date of April 30 and check ‘use last day of the month,’ the next posting date would be set to May 31. If the box is left  unchecked, this would default to May 30.

Email customer statements – Now you can email customer statements directly in the customer maintenance window. There is a new email option in the ribbon that automatically sends the statement to the email address that’s been set up for the customer.

Increase Dynamics GP password maximum length and a password expiration notification – The maximum length for the password has increased to 21 characters. In addition, you’ll receive a password notification seven days before your password is set to expire.

Vendor document number added to purchasing all-in-one view – The Purchasing All-in-One View offers users an easy way to view purchase orders, receipts, invoices, payments, and credit documents. However, until now, the GP document number was required, something most GP users don’t have on hand. The new release allows users to view and sort related documents using the more-commonly used vendor document number and the GP document number has been added in the payments and credit documents columns for easy reference.

Click here for a full list and description of all the new GP 2018 R2 features.

Please contact us if you have any questions about your current version of GP or for any upgrade questions. Our experienced consultants are always available to help.

 

Still on GP 2013? Why it’s time to upgrade!

Microsoft Dynamics GP 2013 is like your old car that’s falling apart but still gets the job done – it is only a matter of time before it’s a necessity to upgrade. GP 2013 has reached the end of its lifecycle and you’ve now lost some of the software’s most important features.

Mainstream support for Microsoft Dynamics GP 2013 ended on April 10, 2018. Here are 7 reasons why it’s time to upgrade:

1.      Your data is at a greater risk for security breaches since you won’t have access to security patches and hotfixes.

2.      You lose the tax table and year-end updates features.

3.      You are no longer able to update your 3rd-party software programs to their latest version or get support from the software vendors.

4.      You will lose compatibility with new servers and operating systems.

5.      Your access to Microsoft tech support won’t be what it used to be. Should you have any major issue with Dynamics GP, like data corruption, Microsoft won’t be able to help fix it.

6.      It keeps you compliant. By upgrading, you remain compliant with current tax laws and accounting best practices.

7.      Anytime, anywhere access – The redesigned web client allows you to access Dynamics GP from the office, on the road, at home and anywhere in between on a PC or mobile device.

 

Delaying a GP upgrade can really cost you in the long run. In delaying your upgrade, your business is at risk for more issues including tax regulation problems and security threats.

An additional benefit to upgrading is that you have robust workflow capabilities, including document attach across the windows you use most often. You also have access to new enhancements, features, and functionality once you finally upgrade! It’s time to trade that old car in and allow your business to thrive.

If you have any questions about your current version of Dynamics GP, or if you are considering an upgrade at this time, please do not hesitate to reach out to us.

5 Benefits of Using Microsoft Power BI

Access to actionable data is the key to being competitive and reducing work stress. Over time, and as a business grows, it becomes increasingly difficult to manage data that is being generated regularly or on an ad-hoc basis. The problem is compounded when companies operate using disconnected systems, and decision makers are forced to make decisions based on partially correct data. For this reason, business intelligence solutions are now the tool of choice to effectively analyze and publish critical data that not only support decision making but help to monitor the health of your business.

Power BI, Microsoft’s business intelligence tool, allows enterprises to easily visualize and analyze their data. Power BI works with Dynamics GP and is a cloud-based software where users do not need any specialized training in order to generate reports or views. It is simple to use and quick and easy to implement.

Here are 5 benefits of Power BI:

1.     Integrates seamlessly with existing applications.
Power BI integrates with Dynamics GP, as well as your other existing business systems, allowing you to adopt analytics and reporting capabilities.

2.     Easily create personalized dashboards.
The most valuable feature of Power BI is the information dashboards, which can be customized to meet the exact need of any user’s role. Dashboards and BI reports can be embedded in the applications to provide a unified user experience.

3.     Publish reports automatically and securely.
Power BI helps you to setup automatic data refresh and publish reports allowing all the users to have access to the latest information.

4.     No performance issues.
Because Power BI resides in the Microsoft cloud environment,  memory and performance constraints are eliminated.

5.     No specialized technical support required.
Power BI provides strong inquiry and analysis for most users so you don’t need specialized technical support for anything other than advanced use cases.

For more information about Power BI, or for all your Dynamics GP questions, please contact us. We are always happy to help!

 

Employee Spotlight: Saadia Zakki

The Rimrock Corporation team is made up of many hard working, talented individuals with interesting stories to tell. In our Employee Spotlight series, you’ll meet some of these people, learn what they do, and how they keep Rimrock exciting and fun.

This month we shine the light on Saadia Zakki, our Project Coordinator. Saadia was born and raised in Pakistan. She spent 7 years studying and working in England before moving to Toronto in 2012. Prior to working at Rimrock, Saadia worked in various administrative and Project Management roles in several industries from Business to Food and IT services.

In her spare time, Saadia loves music, painting, baking and long nature walks.

Read on to find out more about Saadia:.

What do you love most about working at Rimrock & how long have you been here?

It’s just been over a month now and I am loving it here! Wonderful team to work with. I love the work life balance that Rimrock offers.

What is your favorite place that you have visited and where is your next dream vacation spot?

We had some friends in Leominster (South Wales, UK) and I loved visiting them. They had a lovely 18th century cottage at the bottom of the hills. It was always refreshing to take a break from fast paced city life and rediscover my own self.

Dream vacation spot is Bali!

 If you could do another job for just one day, what would it be?

A Fire Fighter.

If Hollywood made a movie about your life, who would you like to see cast as you?

I would like to cast myself as ME 😊

What TV shows/music/apps/Podcasts are you currently obsessed with right now?

None! I hardly get any time for these with two little young ones.

Tell us a “fun fact” about yourself or your “secret talent” that your colleagues might not already know.

I am a good cook! (I think…..lol)

Here’s the Scoop on Microsoft Dynamics GP 2018 R2

Here’s the scoop on Dynamics GP 2018 R2 – it’s scheduled to be released October 1, 2018!

The October release will be the first part of a link with Dynamics 365 Business Central called Intelligent Edge & Cloud. This feature will allow the sync of some data from Dynamics GP and other on-premises Dynamics applications (AKA Edge devices) to Business Central and the Common Data Service for additional functionality. In the initial phase, only non-historical data will be replicated:

• GL Accounts and beginning balances
• Customers and outstanding transactions
• Vendors and outstanding transactions
• Items and quantity on hand

Check back often as we will offer more information as it becomes available.

Proposed Dynamics GP 2018 R2 Features:

* Although they likely are going to stay as follows, they are still in QA so there’s no guarantee.

• Monthly Recurring Batches improvement: an option for “use last day of the month” instead of simply adding a month to the last transaction date.
• Enhancements to Inventory HITB to help with performance by excluding items with no quantity or no value
• New option in Posting Setup around “Allow Transaction Posting” to choose “Post Thru GL”. Not all posting options will have this. We have more info when Feature of the Day starts.
• Purchasing All-in-One View will now display vendor document number.
• SOP Navigation List now has an option to print documents in Originating currency, not just Functional. Those using Multicurrency will find this helpful.
• Inactive Chequebooks can be hidden in the lookups.
• Email support now added for Purchase Order “Other” form.
• Email Customer statements right from the customer maintenance window.
• New option in System Preferences to hide Business Analyzer for all users as very few people use Business Analyzer
• Password length increased to 21 characters to accommodate those clients who require complex passwords

Here is the latest Microsoft Dynamics GP Roadmap through 2020:

If you are evaluating Microsoft Dynamics GP or if you are interested in upgrading your current Microsoft Dynamics GP system, contact Rimrock Corporation, your Dynamics GP specialists.

Employee Spotlight: Susan Bali

The Rimrock Corporation team is made up of many hard working, talented individuals with interesting stories to tell. In our Employee Spotlight series, you’ll meet some of these people, learn what they do, and how they keep Rimrock exciting and fun.

This month we shine the light on Susan Bali, our Marketing Manager. Susan was born and raised in Toronto, although she did live in Montreal for 4 years while attending McGill University. Prior to working at Rimrock, Susan worked in the industry as a Marketing Associate at Canada-wide Contracting. Before that, she worked for RBC Dominion Securities.

In her spare time, Susan loves being active. She enjoys hiking with friends and family, swimming, biking and jogging. Susan also loves exploring Toronto and finding new places to eat and walk around. If there is any time left over, she tries to do something creative like dancing, painting, or drawing.

Read on to find out more about Susan.

1. What do you love most about working at Rimrock & how long have you been here?

I’ve been here for just over a month now. I obviously love the people here. I love how dynamic the role is. There’s always a new problem to solve, and that keeps things interesting.

2. What is your favorite place that you have visited and where is your next dream vacation spot?

It’s hard to pick one place. Visiting the Italian Coast (Sorrento and Capri) and Monaco, were out-of-this-world experiences for me. I went to Hawaii a few years ago, and I think that was my favourite place. The people there, their laidback, island culture, and the amazing sites and activities, make it my favourite spot to visit. I would eventually love to visit the Greek Islands, Portugal, and Morocco.

3. What TV shows/music/apps/Podcasts are you currently obsessed with?

I love the OneNote app on my phone! I love how it links to the OneNote notebook on my desktop, so I can update my notes if I think of anything when I’m not at my computer. The Carrot app is also fun- you earn Scene points by taking steps.

I’m just getting back into Podcasts, but I’ve been watching a lot of interviews with Scooter Braun. He’s a powerhouse in the entertainment industry, yet so humble. He’s famous for being Justin Bieber’s manager, but he’s really an excellent businessman who I think people can learn a lot from.

The last TV show that I watched was Fauda. I highly recommend it!

4. If you could have a drink with anyone (fictional, alive, dead, famous, non-famous) who would it be and why?

It’s hard to pick just one person! I would love to have a drink with Elon Musk or Jacqueline Kennedy. He’s such a visionary and I would love to pick his brain. She was such a larger-than-life figure in her own right, and I would love to hear about her time in the White House.

5. Tell us a “fun fact” about yourself or your “secret talent” that your colleagues might not already know.

I won a photography contest when I was 14 years old. Me and ten other teenagers from Toronto were awarded a free two-week trip to Milan to photograph the city and connect with ten teenagers from Milan. It was the most interesting trip I’ve ever taken because it was so out of my comfort zone.

6. Any pet peeves?

I hate loud chewers. My sister used to chomp so loudly on her cereal in the morning, that we would have to put a cereal box in between us to stop us from fighting about it.

7 Reasons to Deploy Dynamics GP in Microsoft Azure

We regularly get asked by clients if Dynamics GP can be deployed in the cloud. The answer is YES. While GP is still a solution that needs to be deployed on a server, it is one that can be deployed on a Cloud server. As a Microsoft Cloud Solution Provider (CSP), Rimrock provides its clients with the ability to deploy Dynamics GP in Microsoft Azure. Azure is Microsoft’s technology platform for delivering the cloud solutions that had previously been deployed on servers situated either on premise at a client’s office or in a third-party hosting facility.

To learn about the 7 Benefits of Deploying Microsoft Dynamics GP in Microsoft Azure click here, or contact us for more information.

Copy/Paste Your Excel Entry into Dynamics GP

We have a GP Life Hack to report!

We know that Excel is the easiest place to track and create Journal Entries. That’s why Microsoft Dynamics GP actually lets you copy/paste your Excel entry directly into GP.

You need a 4-column spreadsheet including: Distribution Reference (Line Item Description), the GL Account Number, Debit Amount and Credit Amount. You can also include a fifth column for Analytical Account Alias, if using AA.

 

Steps:
1. Copy all rows of the entry (don’t include the header row or the blank rows beneath the data)
2. Open a new JE window
3. Move your cursor into the Transaction Entry window
4. Hit the Excel Paste button

Just to note, when pasting into the transaction entry window, the accounts are validated, so if any errors exist, you will get a report showing which accounts they pertain to.

Tip: Attach the Excel file to the JE so you can reference it any time.

Now you can relax and enjoy the time you saved by not keying to grab a cappuccino!

Rimrock consultants are always available to help you out and answer any questions you may have. Please contact us and let us show you how to save time and take advantage of all the amazing functions Dynamics GP has to offer.

How to Make Reporting Easier with SmartList

Have you ever tried to find basic information in Microsoft Dynamics GP but didn’t know which of the hundreds of reports to refer to? This is where SmartList can help. SmartList is a quick, easy to use, customizable reporting tool that comes out-of-the-box with Dynamics GP. SmartList helps you access customized data and analyze it in an organized and efficient way. In the accounting world, it is vital to be able to create custom queries with predefined data that give you the information you want, when you want it.

 

SmartList offers numerous standard reports right out of the box including:
• Accounts
• Account Transactions
• Payables Transactions
• Purchase Orders
• Vendors
• Vendor Addresses
• Customers
• Prospects
• Sales Transactions
• Receivables Transactions
• Inventory Transactions
• Item Quantities
• Vendor Items

Once you’ve accessed a SmartList, you can modify and create selection criteria that will give you the specific data you want (AKA a favorite). You can then save it for use later on or even export it to word or excel. You can move the data, sort it, manipulate it or search within it. You can take that favourite one step further and modify the view to create customized views based on the users needs. It’s simple, easy, and quick.

What’s new and improved for SmartLists in Dynamics GP 2018?:

You can now password protect your favourites and share as read-only. This means other users can no longer delete or make changes to your SmartList without the password. Now your report configuration is protected.

Rimrock consultants are always available to help you out and answer any questions you may have. Please contact us and let us show you how to save time and take advantage of all the amazing functions Dynamics GP has to offer.

Employee Spotlight: Josee Labrecque

The Rimrock Corporation team is made up of many hard working talented individuals with interesting stories to tell. In our Employee Spotlight series, you’ll meet some of these people, learn what they do, and how they keep Rimrock exciting and fun.

Josee Labrecque is a Project Manager for the ERP team. She is originally from La Belle Province – Quebec and relocated to Toronto in January 2017. Prior to working for Rimrock, Josee worked mostly in the manufacturing sector, varying from administration, accounting, and logistics. She had the chance to manage various internal projects, which led her to a career in Project Management.

When Josee isn’t working you can find her playing board games (she even refers to herself as a “Board Gamer”), hiking, kayaking, and cycling. She recently purchased a set of rollerblades so you may even find her rollerblading down the beachfront this summer!

Read on to find out more about Josee.

 

What do you love most about working at Rimrock & how long have you been here?

I’ve only been here a few months so still in the learning/adapting phase. I have always loved the smaller entrepreneur style companies, I find they are more personable, and you definitely get that here.

What aspect of your role do you enjoy the most?

The diversity – I became a project manager mostly for the diversity of the role. There are so many aspects of PM life, so many hats, that you get to tap into various skill sets, whether it be accounting, scheduling, human resource, problem solving… the list goes on – I love it!

What is the number one challenge you face in your role?

Changes! Every project manager’s pet peeve, lol. We work so hard on planning and ensuring that everything goes smoothly and according to schedule. The slightest change can throw a wrench in the wheels so to speak, but you have to learn to roll with the punches and be adaptive.

Where is the best place you’ve traveled to and why?

One of the first trips I took with my husband was a Paris/Italy trip. Absolutely loved it! The culture and history of Paris was amazing, but our side trip to Italy was breathtaking. We went to a little area called Cinque Terre – 5 small villages along the coast. No cars, all walking. The food, the wine, the people, the scenery, everything was an experience never to forget.

Tell us a “fun fact” about yourself that your colleagues might not already know.

Halloween freak here! Love Halloween! Where everyone typically has a Christmas village, I have a Halloween one, lol.

If you had to eat one meal, every day for the rest of your life, what would it be?

Ah, the Quebecoise in me kicks in here – Poutine, without a doubt, lol. It has to be from Quebec though, even though it is more and more popular and available here, it is just not the same as the original from Quebec.

What TV shows/music/apps are you currently obsessed with right now?

Anything that’s cooking reality TV. I have been watching old episodes of Top Chef Masters lately. It always amazes me what they can do with so few ingredients, in so little time, in out of the ordinary environments.

More Information or a Demo