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Microsoft Dynamics GP 2015: Workflow 2.0 Approvals and More!

Microsoft Dynamics GP 2015: Workflow 2.0 Approvals and More!

Microsoft Dynamics GP 2015 Workflow 2.0

Since the release of Microsoft Dynamics GP 2015 in December, our clients have reported positive feedback. One of the updates that get people excited is a new self-service features for employees and improved navigation for approval processes with Workflow 2.0.  Microsoft Microsoft Dynamics GP 2015 is already one of the most popular ERP software systems available to small to medium businesses because it is powerful, flexible and easy to use and every new version improves upon the last. This latest release is the most mobile-ready, leveraging cloud technology that extends the use of Microsoft Dynamics GP 2015 to a broader group within your organization.  All around this release is makes great srtides in helping workers get the job done more efficiently and save time!!

Microsoft Dynamics GP 2015 Workflow 2.0 Offers the Following:

  • Financial: GL Batch Approval
  • Purchasing: Payables Batch Approval, Vendor Approval
  • Sales: Receivables Batch Approval
  • Payroll: Employee Skills Approval, Direct Deposit Approval, Employee Profile Approval, W4 Approval
  • Project: Expense Report Approval

Workflow 2.0 Self-Service for Employees

The new self-service feature is all about autonomy for your employees. Users can manage and edit their own personal information in Dynamics GP, such as their address and phone number, emergency contact data and dependents. They can also maintain a list of any continuing education courses and tests and view their training history in the Employee Skills and Training Window.

Introduced in Dynamics GP 2013, Workflow 2.0 gets even better in Dynamics GP 2015. The improved native workflows help streamline financials, AR and AP, sales, payroll, and project expense related approvals, making it easier for the end-user to customize and accelerate business processes. Users will be able to process batches in a more streamlined fashion and have better control over the set-up and editing of vendors.

Human Resources Workflow Pending Approval Navigation List

Workflow improvements also include the Human Resources Workflow Pending Approval Navigation List, a single location for managers to view and approve employee self-service changes and all assigned tasks including Employee Profile, Employee Skills, Payroll W4, Payroll Timecards, and Payroll Direct Deposit. Multiple tasks are easily reviewed and approved by managers simply by checking boxes and selecting an action.

Account User Authentication

Account User Authentication is a simple feature that improves the user experience by providing more capabilities for single sign-on. Users can now log into the Dynamics GP Web Client using the same credentials they use for Office 365, Microsoft Dynamics CRM, and many other cloud applications. The big benefit of this feature is that users only need to update their password once and the change will be applied across all of their applications.

At Accountnet, we work with our clients to involve them in with Microsoft Dynamics GP and in the design, implementation, operation, evaluation, and improvement of their internal control systems. We provide “Good Practice Guidance” (GPG) to ensure that a business’s professional accounting and reporting can be used to improve its internal controls.

Accountnet is a Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Dynamics Gold Certified Partner and an Acumatica ERP certified partner. Our team is ready to help you determine what ERP solution is right for your organization. Contact us or give us a call (212) 244-9009 for a free phone consultation.

Another version of this article was originally posted on AccountNet’s Blog:  Microsoft Dynamics GP 2015: New and Improved!

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