Chapter 3. Automating Dynamics GP

The recipes in this chapter are designed to be time savers across the system; they focus on efficiency and automation. In this chapter, we will look at ways to automate Dynamics GP including:

• Using Reminders to remember important events
• Controlling reporting dates with Beginning and Ending Periods
• Automating reporting with Report Groups
• Speeding up entry by copying an Inventory Item
• Improving consistency with Shortcuts and User Classes
• Speeding up month-end close by Reconciling Bank Accounts daily
• Automating processes with Macros
• Getting early warnings with Business Alerts
• Splitting AP across departments automatically with Control Account Management
• Getting control of accruals and deferrals with Recurring GL batches
• Speeding up document delivery with e-mail