GP 2016 – SmartList and Budget Import

Posted on: June 6, 2016 | By: Craig Thompson | Microsoft Dynamics GP

As of May 1st, Microsoft has released GP 2016. With the release comes a host of new features and improvements. This post marks the seventh and final post in a series of posts over the next few weeks that will cover these new features.

On September 21st, 2015, Microsoft gave a presentation at reIMAGINE, a convention for people and businesses in the Dynamics GP community, about the new features and improvements that should come with the release of GP 2016. These include, but are not limited to:

  • Import/Export SmartLists from Designer
  • SmartLists from Favorites
  • PowerBI Reports on Home Page
  • Export numbers to Excel formatted as Numbers
  • Budget Import Exception Report
  • Workflow Reassignment Notifications
  • All-in-One Document View

This post will be covering the improvements made to cash receipts and PowerBI.

A new feature has been added to the cash receipts function of GP 2016. There is an option in Receivables Management that allows a user to automatically post cash deposit. When this option is marked and you post a batch with cash receipts in it, one deposit will be created for all cash receipts in the batch. This only applies to cash receipts posted in a batch. If a user posts each transaction individually, each transaction will create a separate deposit. Below is a picture of what the posting journal for a batch of cash receipts looks like:

PowerBI, Microsoft’s interactive data visualization business intelligence tool, also received some improvements in GP 2016. The first improvement is the addition of OData, which is an open protocol to allow the creation and consumption of queryable and interoperable APIs (Application Programming Interfaces). The OData Service will be a separate install under Additional Products. It will utilize GP’s standard security to control access to data. This data includes tables, views, and stored procedures.

The second improvement made to PowerBI is the addition of PowerBI reports on the home page. These reports will be clickable and bring you out to a user’s PowerBI site. Below is an example of a user’s home page with a PowerBI report:

The Microsoft Dynamics GP 2016 has come with a lot of improvements. You can read more about these on our blog. For more information on how Dynamics GP could improve your organization, contact Logan Consulting your Chicago based Microsoft Dynamics partners and schedule a consultation.

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