Smooth Operations - Tips and Tricks for Dynamics GP Year End Close

  • Wednesday, October 12, 2022:3:00 PM - 4:00 PM
  • Room: Osceola 4 - Convention Center, Level 2
  • Session Number:  523
  • / CEU Credits:1

Description

Whether your fiscal year is a calendar or otherwise, this session will offer tips and tricks for achieving a smooth year end close outcome. We will discuss the proper order and timing considerations for closing the General Ledger, Accounts Payable, Accounts Receivable and Fixed Assets modules, along with a demo of the Close Routines for each. In addition, we will review the impact of other modules on closing, including Bank Reconciliation, Purchase Orders and Sales Orders.

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Learning Objectives

Upon completion, users will:
- Understand the proper timing of each module's close process
- Learn the actual routines for closing
- Understand considerations for preparing for a proper year-end close

Association

Handout(s)


Presenter
Shirley Rennie
Director - Business Technology Consulting
RSM US LLP