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


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.

Complete Session Survey Here

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



Shirley Rennie
Director - Business Technology Consulting