Microsoft Dynamics GP Starter Pack
Every Microsoft Dynamics GP user receives the functionality in the Starter Pack. Then you can choose to add the Extended Pack or Additional Packs.
Packaging of Functionality & Product Capabilities in Microsoft Dynamics GP
Microsoft Dynamics Starter Pack Includes:
FINANCIAL MANAGEMENT
ACCOUNT LEVEL SECURITY
Enhance security features and account views by allowing users to enter, edit, and view information from a reduced account set, based on the access granted for General Ledger accounts on a per-user basis.
ANALYTICAL ACCOUNTING
Analyze financial data by whatever criteria you require for greater reporting flexibility and extensibility. Track financial data by different dimensions, such as region or profit center, without adding to your chart of accounts.
BUDGETING
Track multiple budgets for multiple fiscal years in multiple currencies and General Ledger Accounts. Easily update and maintain budgets by leveraging Microsoft Excel to import and export. Also, get insight into your business by reporting budget verses actual by year, quarter or month. Keep an audit trail of who modifies a budget and when to maintain control over your business.
CASH FLOW MANAGEMENT
Customizable views and forecasting tools enable you to control, predict, and monitor inflows and outflows that track a company’s liquidity over time. A calendar gives people the insight into your inflows and outflows in an easy to understand format.
CUSTOMER/VENDOR CONSOLIDATIONS
Quickly transfer information between Receivables Management and Payables Management to create a customer record that uses information already available in a vendor record, and vice versa, giving a consolidated view of the vendor and customer relationships. Also easily combine customer accounts or vendor accounts.
ENCUMBRANCE MANAGEMENT
Locate and track budget information, query current or historical encumbrances, and streamline period-end and year-end reporting processes. Control your purchasing process with limited purchases through encumbrance posting.
FIXED ASSET MANAGEMENT
Improve financial control and put company assets such as buildings, machinery and equipment to the best possible use with tools for tracking, analyzing, and manipulating fixed assets. For each asset you can track and deprecate by calendar or fiscal year with several methods including MACRS and many others. Track depreciation for tax liabilities for the most common tax books. Analyze and track assets historically to better manage your assets.
GENERAL LEDGER
Maintain all of your financial journal entries and budgets with a double-entry accounting ledger that supports up to 999 periods. Also after years of using Microsoft Dynamics GP you can purge historical data. Track non-financial data like unit accounts at the general ledger level. Transfer account balances based on a variable account by percent or unit giving more flexibility to your general ledger. Easily copy and paste data from excel or text into general ledger.
GRANT MANAGEMENT
Not-for-profit and public sector organizations can automate grant management processes to track funds more easily, demonstrate accountability, and help attract future funding. Utilize grant management controls to prevent overspending.
INTERCOMPANY
Set up and maintain relationships so that revenues or expenses incurred in one company can be tracked as “due to” or “due from” amounts in other companies. View distributions of intercompany transactions from other companies. Void the whole intercompany transaction, including destination company distributions, from the originating company.
LOCKBOX PROCESSING
Automatically import and apply customer payment information from a lockbox transaction file provided by your financial institution. Lockbox Processing provides reliable receivables information, improved funds availability, and greater fraud protection.
MULTICURRENCY MANAGEMENT
Take control of multinational operations and manage currency transactions smoothly and efficiently with flexible, powerful multicurrency capabilities such as easy reevaluation
NATIONAL ACCOUNTS
National Accounts provides the ability to define a national account relationship between multiple customers. It enables a customer to be defined as the “parent” account to which “child” customers may be added. This allows a payment received from the parent company to be applied across any of the child customers’ payments. Credit documents can also be applied from the child customer to any other member of the national account.
PAYABLES MANAGEMENT
Automate routine and complex accounts payable tasks with real-time statistical history, easy reconciliation, account control, payment scheduling, and check printing. Receive payables warning when an open purchase order exists. Track vendor details including multiple ship-to addresses, payment terms, credit limits, vendor items and more.
RECEIVABLES MANAGEMENT
Control your accounts receivable with automated processes for invoices, receipts, finance charges, and statements, including the ability to analyze customer activity. Setup and maintain customer records including credit limit, contact names, aging balances and more.
REFUND CHECKS
Print refund checks for customers with credit balances, automatically debiting the customer and updating the ledger.
REVENUE/EXPENSE DEFERRALS
Simplify deferring revenues or distributing expenses with the ability to make entries for future periods within General Ledger, Receivables Management, Payables Management, Sales Order Processing, Purchase Order Processing, and Invoicing.
SAFE PAY
Easily add Positive Pay functionality, including daily exporting of checks for comparison by the bank when checks are presented for payment.
BANKING
BANK RECONCILIATION
Create, manage and reconcile from your checkbook ledger to the bank’s account records through a single, automated process across multiple currencies.
CASHBOOK BANK MANAGEMENT
Attach unlimited checkbooks to your bank, make bank transfers, enter General Ledger, Receivables Management, and Payables Management transactions, post batches, and build deposits for your bank transactions. You can also import your bank statements into Microsoft Dynamics GP, and reconcile transactions at any time.
ELECTRONIC BANK MANAGEMENT
Streamline setup, entry, maintenance, and reconciliation for all transactions that appear on your bank statement—including payments to creditors, cash receipts from debtors, and bank charges.
ELECTRONIC BANKING SUITE
Gives you the ability to integrate with your checkbooks electronically and includes ERM (Electronic Funds Transfer for Receivables Management), EBR (Electronic Bank Reconciliation) and EPM (Electronic Funds Transfer for Payables Management).
ELECTRONIC RECONCILIATION MANAGEMENT
Take advantage of integration with Bank Reconciliation to automate electronic reconciliation and management for transactions, adjustments, and exceptions, using tools that work with any bank that supports automatic reconciliation.
BUSINESS INTELLIGENCE AND REPORTING
BUSINESS ANALYZER
Gain powerful, role-specific insight with charts and graphs both inside of Microsoft Dynamics GP client and outside through a companion application, plus perform tasks and collaborate with others. View SQL Reporting Services reports and Microsoft Excel charts from one central location, giving you the ability to work with a preferred device and location. Business Analyzer is optimized for tablets powered by Windows 8.1/RT, iOS and Android platforms.
MICROSOFT EXCEL REPORTS
With over 200 built in Microsoft Excel reports that connect directly to the data source, Microsoft Dynamics GP offers a solid foundation to create reporting. Refreshable excel reports provide easy and quick access to latest data.
MICROSOFT DYNAMICS GP WORKSPACE
An Office-365 store application to easily create and securely share executive dashboards showing financial, sales, purchasing and inventory information. Dashboards also enable users to drill back to Microsoft Dynamics GP to analyze specific transactions.
MICROSOFT SQL REPORTING SERVICES REPORTS
Leveraging the power of Microsoft SQL Reporting Services, Microsoft Dynamics GP offers over 300 charts, graphs and reports through Reporting Services. The reports can be modified to meet unique needs. New reports can be created easily without a developer.
MANAGEMENT REPORTER DESIGNER and VIEWER USER
Management Reporter is used for the creation, distribution and analysis of financial statements. It includes user types that can generate, design and view information that is secured by role, giving people only the information that is important to them.
SUPPLY CHAIN MANAGEMENT
BILL OF MATERIALS
Increase productivity with fast, flexible tracking of components and subassemblies used in light manufacturing and similar production and assembly operations.
INVENTORY CONTROL
Monitor inventory stock levels and costs, and set prices on a customer-by-customer basis to stay competitive, speed fulfillment, and build loyalty. Inventory control provides multiple costing methods, tiered pricing, alternate vendors, serial/lot tracking for selling items more efficiently. For added flexibility multiple locations and bins are available with tracking reason codes for transfers and cycle counts to get a more accurate inventory.
LANDED COST
Track and update the true cost associated with an inventory item and then automatically assign or modify costs as items are received.
PO GENERATOR
Automate purchasing by generating a suggested purchase order, with order point or minimum/maximum settings that determine quantities needed based on purchasing, sales, and inventory data.
PURCHASE ORDER PROCESSING/RECEIVING
Manage commitments and build lasting vendor relationships with automated purchasing and approval processes, flexible extended pricing, and blanket purchase orders. Receive partial shipments with discounts, landed costs and prepayments to better manage your purchasing and receiving process. With tolerance handling, receive items within a threshold percent of the purchase order for more flexible receiving and better purchase order management.
REQUISITION MANAGEMENT
Allow people to order materials needed to run the business with the necessary approvals with Requisition Management built through the base application.
SALES ORDER PROCESSING
Automate the sales ordering process to improve customer service, control fulfillment and invoicing, and minimize shipping and labor costs. Track quotes, orders, back orders, invoices and allow discounts per item and partial shipments. Enable quicker sales with suggested items that offer upsell opportunities and substitutions for items that out of stock.
PROJECT MANAGEMENT
PROJECT TIME AND EXPENSE
Capture, review, and approve project time sheets and expense reports, enabling prompt, accurate customer invoicing and efficient reimbursement for out-of-pocket expenses.
HUMAN RESOURCE MANAGEMENT
FEDERAL MAGNETIC MEDIA
Help maintain full compliance with government reporting requirements by generating Federal Magnetic Media files.
HUMAN RESOURCES
Attract and retain top talent and offer employees better services with customizable hiring processes, scheduling, pay rates, and performance evaluation tools.
PAYROLL—CANADA
Automate payroll processing, equip staff to handle complex payroll requirements, and offer better service to your employees while reducing overhead costs. This functionality is also now available using the Microsoft Dynamics GP Web Client.
PAYROLL—UNITED STATES
Automate payroll processing, equip staff to handle complex payroll requirements, and offer better service to your employees while reducing overhead costs.
PAYROLL CONNECT
Automate data transfer from ADP/PC Payroll for Windows into General Ledger, using a turnkey solution that eliminates the need to reenter data.
PAYROLL DIRECT DEPOSIT
Add payroll funds to employees’ bank, savings and loan, or credit union accounts through an automated clearing house (ACH) file.
POSITION CONTROL
Manage labor budgets and human resources based on specific job functions and a specific head count. Apply data throughout the Human Resource and Payroll system to enforce the business rules and to manage the movement of human resources throughout the organization.
EMPLOYEE PROFILE and EMPLOYEE PAY
Allow employees to view or update their personal data, create and manage their absences, and enter personal requisitions. With the Employee functionality, employees can spend more time focusing on their day-to-day business and tasks and worry less about administrative burdens.
CONFIGURATION AND DEVELOPMENT
INTEGRATION MANAGER—CONVERSIONS
Import data into Microsoft Dynamics GP using this integration tool during your implementation (available for use for 240 days following purchase for purpose of migrating data).
MODIFIER WITH VISUAL BASIC FOR APPLICATIONS
Modify the appearance and functionality of any Microsoft Dynamics GP or Dexterity-based third-party window, add new fields, change global resources to affect the entire application, and attach VBA code for less complex business logic.
See what is included in the Microsoft Dynamics GP Extended Pack and Additional Packs
