Presented by Paul James amp Colleen McCoshen System Tips amp Tricks Send print preview report via email New PVs excellent way to look for batches Customize Menu Quick Print Export to Excel or CopyPaste from Grid ID: 564134
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Slide1
Tips & Tricks for Dynamics SL
Presented by Paul James & Colleen McCoshen Slide2
System Tips & Tricks
Send print preview report via e-mail
New PV's - excellent way to look for batches
Customize Menu
Quick Print
Export to Excel or Copy/Paste from GridAttachments/NotesRequired FieldsOptions - Grid/Number LinesSlide3
Continued System Tips & Tricks
F Keys -Navigation Shortcuts
Help Button
Business date
Vendor Sorting with @
Desktop Shortcut -Multiple Companies screens open at same time
Color code Companies
Tab vs. Enter between fieldsSlide4
Financial Tips & Tricks
Sorting and Selecting in ROI - easier to understand table/field
Correct Journal Transactions Screen (
Reverse,Reverse
/
Correct,Copy) (don't use for Journals with Projects with units as the units don't reverse correctly)
Hard Close Options - Flexible
Batch Reports On/Off by Module
Quick Queries - lots of optionsSlide5
Continued Financial Tips & Tricks
Correct Payment Applications - Options
Quick Send - PO in AP and Invoices in AR
Doc Send - store documents on SharePoint instead of filing cabinet
Can attach a document after the fact to a released AP/GL/AR batch
Can record a voucher & hand check at the same time
Recurring Journals/Vouchers/Invoices
Report Control 2015 new screen to help with defaultsSlide6
Continued Financial Tips & Tricks
Audit trail now on changes to Employee's in Payroll (rate, deductions)
Can run calculation in payroll as many times as needed
New - allow negatives check box in Calculation (Payroll)
Can recalculate in Review Edit Check screen in Payroll
Void Payroll Check - now you don't have to enter timecard earnings again if check box is checked to Reactivate EarningsReminder - void date of payroll check determines which 941 it will go toNet Check in payroll - works now!Use Check Sequence in payroll to allow multiple checks per run per personSlide7
Boyer Tips & Tricks
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