Microsoft Dynamics GP 2018 - User ExperienceJanuary 24, 2018 by Campbell McLeish
Welcome to the third in a series of blog posts focusing on the new features and functionality for the release of Microsoft Dynamics GP 2018.
This post will focus on the updates made to the User Experience.
User Experience
Giving users easier and faster ways to get to and find the data they are looking for to make decisions based off of the information stored in Microsoft Dynamics GP.
Included in this blog are a selection of screenshots showing examples of the new features made to the User Experience.
"Sort" Functionality Added to Receivables Transaction Inquiry Window
New feature:
- Added the ability to sort by Type, Document Number, Document Amount, Amount Remaining and Document Date in both Ascending and Descending Order for both Receivables Inquiry windows.
Example of Receivables Transaction Inquiry Window
"Sort" Functionality Added to Payables Transaction Inquiry Window
New feature:
- Added the ability to sort by Document Number, Type, Original Amount, Unapplied Amount and Document Date in both Ascending and Descending Order for both Payables Inquiry windows.
Examples of the Payables Transaction Inquiry Window
System Password
New feature:
- Users only need to enter their system password once during the active session to navigate around the system area within Mircosoft Dynamics GP 2018.
Example of System Password entry
Renaming of Payable Windows to "Payments" instead of "Checks"
New feature:
- The Payables Management Check Windows have now been renamed to "Payments" to give a broad definition to windows for different types of vendor payments: EFT, credit cards payments and so on.
Example of name change in Edit Payment Batch Window
Autocomplete - Web Client
New feature:
- Ability to have fields autocomplete in the Web Client as they do in the Desktop Client.
Example of fields autocomplete in Customer Maintenance Window
Add Password on SmartList Favourites
New feature:
- Users have the options to put in a unique password on SmartList favourites. This will allow tight control as each password can be different instead of a system set password.
Example of adding password on SmartList Favourites
Shortcut to SmartList within the Web Client
New feature:
- The shortcut has been added to the banner for SmartList to allow for quicker navigation. Users who have access to the SmartList window will see it, and those who do not have the security authorisation will not see the shortcut.
Example of shortcut to SmartList within the Web Client
Maximise Window in Bank Reconciliation - Web Client
New feature:
- Within the Web Client, the user can now maximise the Bank Reconciliation window. This means that the user carrying out a reconcile can see more transactions within the window, reducing the amount of scrolling needed to find transactions.
Example of ability to maximise window in Bank Reconciliation within the Web client
Bank Reconciliation Additional Sorting Options
New feature:
- Within the Bank Reconciliation Window, the user will have more customisation options to sort the window so it is easier to find transactions during the reconciliation process.
Example of additional sorting options now available in the Select Bank Transactions Window
As well as this series of blog posts, we have also put together a video detailing the new features of Microsoft Dynamics GP 2018. Click here to watch UK Consultant Joe Prior give a brief overview of the key new features that have been released.