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Chapter 3. Automating Dynamics GP

The recipes in this chapter are designed to be time savers across the system; they focus on efficiency and automation. In this chapter, we will look at ways to automate Dynamics GP including:

  • Using Reminders to remember important events
  • Controlling reporting dates with Beginning and Ending Periods
  • Automating reporting with Report Groups
  • Speeding up entry by copying an Inventory Item
  • Improving consistency with Shortcuts and User Classes
  • Speeding up month-end close by Reconciling Bank Accounts daily
  • Automating processes with Macros
  • Getting early warnings with Business Alerts
  • Splitting AP across departments automatically with Control Account Management
  • Getting control of accruals and deferrals with Recurring GL batches
  • Speeding up document delivery with e-mail
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