An often-overlooked built-in feature in Dynamics GP is Refund Checks, and it promises to streamline the normally tedious (if not difficult) process of refund checks.

Release Wave 1 of 2024 is coming in April, and the plans have been out since January. We’re gearing up for the update by reviewing the plans and testing features in a sandbox environment as they move into preview. Let’s review some of our most highly anticipated features, specifically for the Jobs module.

It’s important to test your system to ensure the update will not interfere with your processes and, most importantly, system customizations and extensions. It is crucial to test the transactions that use any of your customizations or extensions early in a sandbox environment, lest they break in production and halt your business processes. So, we’ve put together a checklist of recommended tests to perform after Business Central is updated to the latest version, with those release wave changes.

Permissions errors can be triggered doing pretty much anything in Business Central, but where your employees may get error messages will vary based on the permissions assigned to them. Luckily, most permission errors actually show you where the error originated and, therefore, you have the means to resolve that error.

‘Tis the season…tax season. But just because this is a yearly event, that doesn’t mean it’s all committed to memory. But that’s why we’re here. We’ve included the resources you need to resolve your 1099s in Dynamics GP—including information about year-end, reversing year-end, printing your 1099s, and e-filing!

There are lots of reasons why you should start to think about modernizing your ERP, but here are five tried-and-true benefits once you migrate your Dynamics GP to Business Central, the most modern, full-featured, and competitively-priced ERP application on the market.

Stay tuned for part two of this blog series for more reasons you’ll love Business Central after migrating from Dynamics GP!

When you’re using a system for things so important as account and order fulfillment, you want to vet that any changes you make to the system—whether it be new features or processes, or even changes to your role centers or pages—will not detract from your system’s functionality.

Winthrop Development Consultants offers a suite of tools that makes it easier to administer, develop, and work within Dynamics GP. GP Power Tools is an add-on product that allows system admins and developers alike to simplify a wide variety of processes and tasks. Let’s look at the three modules Winthrop provides.

Business Central has added a new way to analyze your data right within the pages and lists you’re currently in. Analysis mode is a toggle that provides interactive and versatile functionality to calculate, summarize, and examine data right there, without going to another page or another application (like Excel). It’s faster than running reports, and you can add multiple tabs that each represent different tasks or views of the data.

Business Central’s Chart of Accounts shows you all the ledger accounts storing your financial data. It can also be a behemoth to navigate, making the ability to filter on different values to find exactly what you’re looking for all the more valuable for your accounting practices. And there’s one type of filter that is common to overlook that we’d like to dig into—the “Filter totals by” function.

As we all already know, our fiscal year-end doesn’t have to line up with our calendar year-end. In fact, many businesses have fiscal year-ends right around now—mid-year. If you’re thinking about closing procedures and don’t remember every step (we only do it once a year, after all), we’ve got you covered. Here’s your refresher for Dynamics GP fiscal year-end closing procedures. And stick around to the end of the blog for a few resources to jumpstart your close!

Many organizations’ fiscal year-end doesn’t match up with the calendar year-end. In fact, June 30 is a pretty common fiscal year-end. So if you’re in this boat, here’s your closing procedures refresher for Business Central/NAV, plus a handful of useful resources to get you started on your close.

Data security is at the core of all of Microsoft’s business applications, and Business Central has several layers of protection for every user account. As a growth-minded solution, it’s equipped to handle the changing needs of your business, including scaling permissions up and dialing them back as often as you need.

There are a few basic components to the makeup of Business Central’s security setup: user access, user permissions, and general data security.

You get the most out of your ERP when it’s a best-fit solution for your business needs, allowing you to reap the benefits of saving time, getting more work done, and building cleaner processes. Even long after your implementation, there are plenty of ways to keep building up Business Central as a highly customized system that empowers users to do more with the tools they’re provided. Working with Role Centers is another way to make Business Central work exactly how you need it to.

In this newest rollout of features (2023 Release Wave 1), Business Central is seeing a shift to how users can customize their workspaces to serve them best. With the goal of always being able to quickly adapt to new needs to facilitate company growth. In terms of system use, being able to view and enter data quickly and efficiently is paramount. So with this wave, all table fields will be unlocked so that any user can add them to their pages and personalize their workspace without the need to use extensions, saving time and cost.

In April 2021, Microsoft made generally available the ability to correct dimensions for general ledger entries. The goal of this shift is to allow your financial reporting to provide you with the most accurate insight possible, and this means not having to account or note data entry errors. Because, let’s face it: mistakes happen! But your financial reporting shouldn’t need to be negatively impacted as a result.

The Microsoft Bridge to the Cloud promotion is a great opportunity to embrace a cloud-hosted ERP solution at a fraction of the normal cost—Business Central is available for discounted licensing, plus a guided migration path from a trusted technology solutions partner.

The promotion was first rolled out for 2022, but has been extended to give more organizations the opportunity to migrate to Business Central—however, the current benefits will end December 31, 2022. Here’s what to expect from the 2023 benefits:

If you’re invested in making the solution you use work better for yourself and others using it, we’ve got good news. Microsoft provides a few ways to submit feedback and make your voice—and those of many other users much like you—heard.

As the clocks tick closer to the new year, we contemplate financial closing procedures to end 2022 on the right foot and put us in a prime position for entering 2023’s first transactions. So, how do you go about preparing for and closing out the year?

2022 is coming to an end, and that means situating yourself to properly close your financials and prepare your ERP for next year so there’s no hiccup in your processes when the clock strikes midnight on December 31. Make sure all your ducks are in a row now to avoid any last-minute scrambling and problems around the holidays.