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Dynamics GP 2013 |
Dynamics GP 2013 R2 |
Dynamics GP 2015 |
Dynamics GP 2015 R2 |
Dynamics GP 2016 |
Dynamics GP 2016 R2 |
Dynamics GP 2018 |
Dynamics GP 2018 R2 |
Dynamics GP (Oct 2019) |
Dynamics GP (Oct 2020) |
Dynamics GP (Oct 2021) |
Dynamics GP (Oct 2022) |
System |
Document Attach 2.0:
- Document Flow
- Status Tracking
- Delete Password
- Attachment Properties
- Attachment Email
- Delete Utility
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Requisition:
- Order items and goods Combine requisitions to a single PO
Workflow:
- 4 Approval Workflows Added: Purchase Order, Requisition, Project Time and Time and Attendance
Web Client:
- Self Service Home Page
- Time & Attendance
- Project Time Requisitions, Workflow
- Identity Management
SmartList Designerr:
- Create New Go To Integrate with Existing Go To options
Offline Capabilities:
- Limit company access for maintenance
- Assign user with access Message users
Azure Backup:
- Disaster recovery
- Restore directly to/from Azure storage
Email and Microsoft Word:
- Print and E-mail in one step
- Batch Process E-mail
- Statements Process E-mail
- Send reports in Word format
- Print reports as Word templates
- Modify reports in Word
Identity Management:
- Simplified Web Client login
- Apps Identity Maintenance workload reduced
- Support added for companion app and Service Based Architecture
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Identity management:
- Single secure login through Active Directory for GP and web client
Copy user settings:
- Set up new users quickly; copy homepage roles content and settings from one user to another
Management Reporter integration:
- Create financial statements with information from the GL
- Analytical Accounting or both Navigation Integration
Single sign on:
- Access Dynamics GP, Office 365 and other cloud apps using your Active Directory credentials.
SmartList Designer:
- Refreshable Excel Reports
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Self Service User License:
- This new user type gives users a specific set of capabilities, including, entering their time and expenses, and creating requisitions
- Limited navigation options that only allow users to access the necessary parts of the system.
- Security roles tailored to this new user type
- Filter tasks based on user types
e-mail Capabilities:
- Sales order and purchase order processing document formats – blank, short, long and other
- Send document attachments with workflow task notification emails
- Scan payable invoices and attach them to the transaction
- Workflow notification e-mails have invoice attached and include relevant payables details for the approver
Workflow:
- Document Attachment
- Payables Transaction Approval
Reporting:
- Display debits before credits
- Default SmartList visibility
- Workflow SmartList
- Designer create view approval
- Sales visual customer over credit limit function
VAT Tax Handling:
- Identify cash receipt overpayments that have been posted to invoices for which the discount was not taken
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Core Enhancements
- Purchasing Requisitions – Project integration
- Management Reporter Viewer HTTPS support
- Multi page scan
- Scotia Bank added to default EFT file formats
- Change Workflow approval conditions
- Credit card payment type for check run processing
- Distribution reference field size increased
- Named User licensing support for Self Service users
- Document attach for project expenses
- Word templates for batch approval workflow
- Workflow reassignment notifications
- Workflow condition management
- OData Service deployment enhancements
- Configurable OData Service points added
HTML5 Client
- No Silverlight needed
- Works on iOS and Android
- Improved browser support–Runs on Chrome, Firefox and Safari
SmartLists
- Export/import SmartList definitions from SmartList Designer
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Core Enhancements
- Show user name in message “batch is edited by another user”
- Safepay displays check name from the check itself
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Core Enhancements
- Login remembered when working in System Manager
- Comprehensive document attachment
User experience enhancements
- Additional sorting options added
- Unique passwords can be entered for individual SmartList favorites.
- A shortcut to SmartList has been added to the web client.
- Auto-complete now included in the web client
- One-click navigation to SmartList from web client
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Core Enhancements
- Password maximum length increased to 21 characters
- Password expiration notification 7 days before expiration
User experience enhancements
- Hide Business Analyzer in navigation lists for all users and all lists
- SmartList Designer favorites display in navigation lists
- Ability to connect your Dynamics GP to a Dynamics 365 Business Central cloud tenant that you can synchronize data to.
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Core Enhancements
- Compatibility with SQL Server 2019, Windows Server 2019, and Office 2019
User experience enhancements
- New date options in SmartLists
- Sort order of the companies that the user can access by company name or company ID in the User Access Setup window
- Filter inactive users in User Access Setup
- More than 32 report options allowed in a report group
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- Set up a schedule to run Check Links outside of normal business hours
- Use Multi-Factor Authentication for e-mail functionality.
- Support for TLS 1.2
- Customize homepage layout
- One-click printing when using Word templates
- Allow Self Service users the ability to manage User Preference and Workflow Delegation settings.
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Core Enhancements
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User experience enhancements
- Add Batch Number & Source to Navigation List
- Account Category & Account Segment Lookup Options
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Finance |
General Ledger
- Clear balances of unit accounts during year-end close process
- Keep inactive accounts with zero balances during year-end close
- View status during the year-end close
- View net change and period balances for unit accounts at the same time
- General Ledger batch approval information is stored
- Reconcile subledgers to General Ledger
Payables:
- Edit payables information
- Reprint remittance forms and check stubs
- Information for voiding reconciled payments
- Voiding check enhancements
Receiveables:
- Define labels for user defined fields in Customer Address Maintenance
- Apply un-posted multicurrency cash receipts
Multi-Currency:
- Average exchange rate calculation method for currency translation
Electronic Banking:
- BAI2 bank format added to Electronic Reconcile
- EFT field length
- EFT settlement date
Fixed Assets:
- Historical depreciation amounts
- Fixed Assets Depreciation Detail Report
- Book Setup window update
- Depreciation Process Information window
- Posting in detail to General Ledger
- Edit distribution before posting batch to General Ledger
- Intercompany transfers
- Automatically generating the next asset ID
- Fixed Assets Management calendars
Encumbrance Management:
- Multiple budget selection for encumbrance
- Integration with General Ledger
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- Reverse the GL year end close process.
- Multicurrency revaluation linked to Analytical Accounting.
- Copy/Paste from Excel to the General Ledger.
- Reprint outstanding transactions report from Bank Reconciliation.
- Create default sort orders for payables checks.
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Workflows:
- Paybables batch
- General Ledger batch
- Vendor approval
- Receivables batch
Others:
- Payment terms enhancements
- Fixes assets Year End close report
- Editable e-mail for historical statements and payables remittance
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- Automatically deposit cash receipts
- Date effective tax rates
- Enable email on all purchase orders and sales orders
- Analytical Accounting transaction lists improvements
- Payable transaction approval workflow
- Visual indicator for customer credit limit
- Combine open and history inquiries
- Historical received not invoiced report
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- Budget import exception report shows which clients aren’t in the General Ledger
- Analytical Accounting user access settings
- Payables batch credit card payment option
- Scotia Bank EFT format added as a default EFT file format
- Edit attachments that flow to transactions
- Deposit cash receipts batches automatically
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- SafePay file displays check name from the check
- Add Bank Reconciliation history table and do transaction history removal
- POP to Fixed Assets Link to include taxes
- Credit limit warning calculation for unposted credit documents
- Save Fixed Asset ID with suffix
- Link credit card invoices to original invoices Distribution
- Line display opens expanded Display tax percent for historical transactions
- Deduction in Arrears – Prevent double posting of mandatory arrear transactions
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- Print a single statement from Customer Maintenance
- One payment per invoice set or one payment per-vendor
- Save select payment settings
- Copy user access across dimensions in Analytical Accounting
- Payables checks windows renamed to reflect alternate payment options
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- Specify if a monthly or bi-monthly recurring batch must end on the last day of the month
- Exclude items with zero quantity or zero value from the Historical Inventory Trial Balance
- Post through the general ledger at the transaction level in several windows.
- Prevent or enable the use of duplicate check numbers from more than just Payables Checks
- Choose to exclude inactive checkbooks in the Checkbooks Lookup window
- Inactivate and reactivate master records for accounts, checkbooks, customers, sales people, vendors, employees, and items from Navigation Lists
- View the Applied-To Document Number that is associated with payments, credit memos, and returns in the Purchasing All-In-One View window.
- Warning message when a user attempts to enter a transaction when the vendor is on hold.
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- 200 character description allowed in Payables Setup
- Fiscal periods window now large enough to show more than 12 periods
- New field added in the Journal Entry Inquiry window shows the user who posted the entry
- Class ID available in the Fixed Assets Transfer and Fixed Assets Mass Transfer windows
- Document Attach available in Bank Reconciliation
- Visual cue to idenifies vendors that are set up to receive EFT payments in Edit Payment Batch window
- View the check or card number that was entered on the payment at the time of entry in the Apply Sales Document window
- Specify if a check must include additional federal, state, or local taxes in the Build Payroll Checks window
- Specify a remittance address ID for vendors for use when creating the invoice from Payroll
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- Additional user-defined fields in General Ledger Transaction Entry
- Import credit card transactions as payable invoices or manual payments.
- Reconcile all years from oldest to newest year.
- Match Excel copy and paste decimal places to Currency Setup
- Form 1099 Non-Employee Compensation added
- 1099 MISC form updates
- "Doing Business As" (DBA) name field for vendors
- Removed fully applied Multicurrency documents from PM HATB
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- Update account descriptions using Mass Modify
- Summary Post Accounts Receivables Cash Receipt through Bank Reconciliation
- Scroll through Account Segments
- Payables 1099 Default to Single Feed
- Payables 1096 form print email address
- Default Inquiry sort Options (AP, AR, BR)
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- Auto posting to General Ledger from Payables when you use Transaction Level posting.
- Credit Card Payment post in Summary to Bank Reconciliation
- Inactivate Vendor Address Record
- Add Date Range to the Bank Transaction History Report
- Reprint Bank Reconciliation Posting Journal
- Payables 1099-NEC form prints with LINES
- Checkbook Register and Balance Inquiry Redesigned
- Summary Display in Bank Reconciliation for EFT
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Distribution |
Inventory:
- Select multiple serial numbers at one time
- Change standard cost for periodic valuation items
- Inactivate items
- Inactivate site and item-site relationships
- Reason codes
- Bin transfer history
- Select multiple serial numbers at one time
Purchase Orders:
- Receive a message when purchase order like item is not fully invoiced
- Track serial and lot numbers for drop-ship purchase orders
- Quantity tolerances Prepayments for purchase orders
Sales Orders:
- Print back ordered items on picking tickets
- Combine multiple fulfillment orders into one invoice
- Ship to address enhancements
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- Suggested item functionality
- Sales script for each item
- Analyze option for suggested quantities
- New fields– Price, Qty. Available, Site ID
- Assign an item to multiple sites.
- Prepayments integrated with Analytical Accounting
- Multidimensional analysis for cash flow management, and project accounting
- Show PO number in check inquiry
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- Edit and resend e-mails containing sales and
- purchase documents
- Additional Payment Terms options
- Payables warns of an open Purchase Order
- Invoicing on Web Client
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- Historical received-not-invoiced report
- View all purchasing documents for a single
- transaction in one window
- Automatically deposit cash receipts
- Sales visual customer over credit limit
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- All-in-one document view for sales and inventory transactions
- Prepay purchase order total
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- Option to cancel PO when linked to a Requisition
- Visual indicator if quantities not fulfilled.
- Display tax percent for historical transactions
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- Purchase order generation list opens with newest POs
- PO information displayed for requisition originator
- Print purchase requisition
- Display Hold status in the sales transaction entry
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N/A |
N/A |
- Export/Import stock counts to Excel
- Print all Sales documents
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- Update Project and Contract Numbers
- Save Filter Settings for All-In-One
- Use GOTO from SOP Inquiry to SOP Trx Entry
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- Print & Email POP Documents at the same time
- Print Cash Receipts and email
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HR & Payroll
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Human Resources:
- Life insurance premium age based on birthday or end of year
- Applicant E-mail Address
- Payroll:
- Default print option
- Warning for duplicate checks
- New Build Check File
- Exception report
- Edit Pay Code History information
- FICA Tax Sheltered Annuity changes
- PTO Exception Report
- Payroll inquiry check date sort
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Human Resources:
- Employee time management
- Time on behalf of
- Timecard Workflow
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Human Resources:
- Employee self-service enhancements–Users can:
- View and edit their own employee profile, skills and training
- View and print pay stubs Update W-4
- Enroll or withdraw from benefits
- Enter or update direct deposit information
- Skills and training list notification for approvers
- Approval list of employee self-service tasks
- Employee Paystubs W4
- W4 Workflow
- Employee Benefits
- Direct Deposit
- Direct Deposit Workflow
- Employee Skills and Training
- Employee Skills Workflow
- Manager Skills and Training
- HRP Workflow Pending Approval
- Navigation list
- Canadian Payroll on Web Client
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Human Resources:
- Mask employee Social Security number on reports
- Time management app View W2 on Employee Self Service portal
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Payroll:
- Remove Inactive Payroll Pay Codes
- Simplify Payroll posting setup
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Human Resources:
- Track history on termination / rehire dates
Payroll:
- Allow payroll user to print using self-service W2 report
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- Roll down payroll setup options from setup to inactive records
- Turn off garnishment reports in posting setup
- Change the department code in all data tables
- Restrict inactive deduction and benefit codes in lookup windows
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- FICA totals have been added to the Payroll Check Register
- Assign a start date and/or an end date to pay codes in the Employee Maintenance window
- Assign a shared calendar year maximum for groups of benefits and/or groups of deductions
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- Bulk assign payroll deduction codes to multiple employees
- Switch between viewing all benefits and filtering out inactive benefits
- Capture the reason for the change to an employee’s information when the hire date, adjusted hire date, or last day worked fields
- Reprint pay statements for an entire check run
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- SafePay – employee name from check
- Masking Employee Social Security Number on W2
- Copy and Paste Payroll Transactions from Excel
- Saving Payroll Batch default in Transaction Entry
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Business Intelligence
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- Business Analyzer R5– A HTML 5/JS companion application service
- SmartList Designer 2.0
- SmartList UI enhancements
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- Business Analyzer R6– A HTML 5/JS companion application service
- Excel content
- Encumbrance Summary SSRS report
- Print or e-mail Word forms
- Dynamics GP workspace
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- Business Analyzer R7 for Windows 8, IOS and
- Android
- Management Reporter content
- Management Reporter navigation integration
- Refreshable Excel Reports created from SmartList
- Designer
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- Default SmartList visibility
- Create SQL Views using SmartList Designer
- Workflow
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- Import and export SmartLists from SmartList Designer
- SmartLists created in SmartList Designer have default columns defined in the SmartList options window
- Export numbers to Excel, formatted as numbers
- Power BI reports can be added to home pages
- Create SmartList rom the Favorite using
- SmartListDesigner
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- SmartList favorite protection
- SmartList Designer SmartLists available in
- Advanced Lookups
- Support for secure connection to Management Reporter service
- Power BI on Web Client home page
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- GP OData service updated with paging and filtering.
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Web Client
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- Modules:
- Human Resources
- US Payroll
- Returns Management
- Contract Management
- Inventory Bill of Materials
- Excel Based Budgeting
- Field Level Security
- ADP Integration
- Features:
- Lync integration
- Autocomplete
- Business Analyzer on navigation lists
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- Modules:
- Manufacturing
- Project Series
- Fixed Assets Enhancements
- Service Call Management
- Bank Activity Statements
- Payment Document Management
- Features:
- Keyboard shortcuts
- Visual Studio Tools– V1
- Same port for web site & runtime service
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- Modules:
- Invoicing
- Canadian Payroll
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- Features:
- Support for additional browsers and mobile devices
- Updated appearance
- Open Web Client windows using search
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- Features:
- Power BI on Web Client home page
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- Features:
- SmartLists added as a Shortcut
- Maximize the window in Bank Reconciliation.
- Autocomplete
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Workflow
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- Purchasing:
- Purchase Order Approval
- Purchase Requisition Approval
- Payroll:
- Timecard Approval
- Project:
- Timesheet Approval
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- Finance:
- GL Batch Approval
- Purchasing:
- Payables Batch Approval
- Vendor Approval
- Sales:
- Receivables Batch Approval
- Payroll:
- Employee Skills Approval
- Direct Deposit Approval
- Employee Profile Approval
- W4 Approval
- Project:
- Expense Report Approval
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- Purchasing:
- Purchase Order Approval
- Purchase Requisition Approval
- Payroll:
- Timecard Approval
- Project:
- Timesheet Approval
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- Word templates for batch approval workflow
- Workflow condition management
- Workflow reassignment notifications
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- Payables Transaction Approval
- Document Attach
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- Reminder emails
- Copy workflow step
- Reporting for workflow
- Additional fields are available for Payables transaction workflow
- Additional messages are available for purchase order workflow
- Bank used for EFT added to vendor approval workflow
- New workflows for new accounts, receivings transactions and purchasing invoices
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- Sales Transaction Approval
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- User Security Workflow
- User Workflow
- Security Roles Workflow
- Security Tasks Workflow
- Export and import workflows
- Change approver for active workflow tasks
- Vendor approval enhancements
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- Auto Post Workflow for complete end to end process
- Workflow Maintenance Remove Carbon Copy
- Workflow Approver Count
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- Auto Post Workflow for complete end to end process
- Workflow No approval needed steps in history
- Workflow View History button unavailable
- Add time option to Scheduled Check Links
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Employee Self Service
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- Purchase Requisition
- Payroll timecard
- Project timesheet
- Home page parts
- Simplified navigation
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- Paystubs
- W4
- Benefits
- Direct Deposit
- Skills & Training
- Project Expense
- Profile Workflow
- W4 Workflow
- Direct Deposit Workflow
- Skills Workflow
- Manager Profile
- Manager Skills
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- Purchase Requisition
- Payroll timecard
- Project timesheet
- Home page parts
- Simplified navigation
- Requisition workflow
- Timecard workflow
- Project Time workflow
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- Project expenses–document attachments
- Project Accounting fields in Purchase Requisition entry
- Add Unit Cost field in PTE Employee Expense
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- Project Time Entry reports added
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- ProjectAccounting – Distributions added for each transaction, reflected on Trial Balance
- Project Accounting- Timesheet status report
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