Whats New GP 2016 and GP 2016 R

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What’s New GP 2016 and GP 2016 R 2 Presented by Paul Layton Tribridge

What’s New GP 2016 and GP 2016 R 2 Presented by Paul Layton Tribridge Tweet During today’s meeting: @GPUG, #GPUG<Miami/Ft Lauderdale>, #GPUG<What New GP 2016> 1

Meet the Presenter Paul Layton Presales Solution Consultant Tribridge Experience: • CPA, Microsoft Certified

Meet the Presenter Paul Layton Presales Solution Consultant Tribridge Experience: • CPA, Microsoft Certified Financials for GP and AX • CPA working for both Regional and Big Eight Accounting Firms. • Controller and CFO in Retail, Distribution and Medical Education Institutions. • Consultant for Platinum, MAS 500, GP, AX, NAV • Began using and implementing GP in 1997 2

Agenda • GP Roadmap • System Wide Changes • BI Enhancements • Financial Enhancements

Agenda • GP Roadmap • System Wide Changes • BI Enhancements • Financial Enhancements • Distribution Enhancements • Project Accounting Enhancements • Payroll Enhancements

Help us Shape the Future

Help us Shape the Future

New Features GP 2016 • • • HTML Client and Web Client Search Edit

New Features GP 2016 • • • HTML Client and Web Client Search Edit Attachments on Transactions. Budget Import Exception Rpt Batch Approval Workflow email Word templates Display Duplicate G/L Accounts on Budget Exception Report Workflow Condition Mangement and Reassignment Notifications AA User access settings Scotia Bank EFT format Auto Batch Deposit Cash Receipts Payables Credit Card Payment Inactive Pay codes Lookup Option Payroll Posting Accounts Setup UI • • • Smart. Lists from Favorites Add Smart. List Designer Created Objects to Smart. List Options Import/Export Smart. List from Designer Project Accounting in Requisition Prepayment on PO Total amount Project Expenses Doc Attachments Change Column Names on PTE Employee Expense Entry Add Reports to PTE Sales All-in-One Document View Inventory All-in-One Document View

New Features GP 2016 R 2 • Smart. List Designer Smart. Lists available in

New Features GP 2016 R 2 • Smart. List Designer Smart. Lists available in Advanced Lookups • Safe. Pay file displays Check Name from the Check • Smart. List Favorite Protection • Display Tax Percent for Historical Transactions • POP to FA Link to Include Taxes • Cancel PO when linked to a Requisition • Save Fixed Asset ID with suffix • PA Timesheet Status Report • GL Distribution Line Display Expanded • Credit Limit Warning Calculation for unposted Credit Documents • Power BI on Web Client Home page

System Wide Changes • Web Client Enhancements • HTML 5 support for browsers and

System Wide Changes • Web Client Enhancements • HTML 5 support for browsers and mobile devices including IPAD and Android Tablets • Internet Explorer • Microsoft Edge • Firefox • Safari • Chrome

System Wide Changes • Ability to scan multiple pages • Word templates for batch

System Wide Changes • Ability to scan multiple pages • Word templates for batch approval workflow • Provides emailed edit list for • General Ledgers • Payables • Receivables

System Wide Changes • Workflow condition management.

System Wide Changes • Workflow condition management.

System Wide Changes • Workflow reassignment notifications. • Configurable OData Service points added

System Wide Changes • Workflow reassignment notifications. • Configurable OData Service points added

BI Enhancements • Import and export Smart. Lists from Smart. List Designer • Smart.

BI Enhancements • Import and export Smart. Lists from Smart. List Designer • Smart. Lists created in Smart. List Designer have default columns defined in the Smart. List Options window • Export numbers to Excel, formatted as numbers

BI Enhancements • Power BI reports can be added to home pages

BI Enhancements • Power BI reports can be added to home pages

BI Enhancements • Power BI reports can be added to home pages • Demonstration

BI Enhancements • Power BI reports can be added to home pages • Demonstration of Key Power BI Benefits. • Create Smart. List from the Favorite using Smart. List Designer

Financial Enhancements • Budget import exception report • Scotia Bank EFT format added as

Financial Enhancements • Budget import exception report • Scotia Bank EFT format added as a default EFT file format • Analytical Accounting user access settings • AR cash receipts batches automatically create checkbook deposits.

Financial Enhancements • Payables batch credit card payment option

Financial Enhancements • Payables batch credit card payment option

Financial Enhancements • Edit attachments that flow to transactions

Financial Enhancements • Edit attachments that flow to transactions

Financial Enhancements • Edit attachments that flow to transactions

Financial Enhancements • Edit attachments that flow to transactions

Distribution Enhancments • All-in-one document view for Purchasing, Sales and Inventory transactions

Distribution Enhancments • All-in-one document view for Purchasing, Sales and Inventory transactions

Distribution Enhancements • Prepay purchase order total

Distribution Enhancements • Prepay purchase order total

Project Accounting Enhancements • Project expenses – document attachments • Project Accounting fields in

Project Accounting Enhancements • Project expenses – document attachments • Project Accounting fields in Purchase Requisition Entry • Add Unit Cost field in PTE Employee Expense window • Project Time Entry reports added

Payroll Enhancements • Inactive pay codes lookup option • Enhanced Payroll posting accounts setup

Payroll Enhancements • Inactive pay codes lookup option • Enhanced Payroll posting accounts setup

Next Steps • Is it time to upgrade? Reach out to your Customer Service

Next Steps • Is it time to upgrade? Reach out to your Customer Service Representative. • Discuss the Benefits • Research Costs and Timing

Contact information Name Title Company Paul Layton Solution Consultant Tribridge Email Phone Linkedin paul.

Contact information Name Title Company Paul Layton Solution Consultant Tribridge Email Phone Linkedin paul. [email protected] com 859 -801 -1025 Paul Layton 24