MOC 80572 - General Ledger in Microsoft Dynamics GP 2013

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  • For Groups of 5+
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This General Ledger in Microsoft Dynamics GP 2013 training class explores the accounting cycle and the processes required to enter financial data into the system. It covers how to set up general ledger accounts, enter general ledger transactions, and post the transactions. This course also shows how to perform additional functions such as account reconciliation, budgeting, allocation, period-end procedures and year-end closing procedures.

This course is intended for customers and partners that want to learn the basic features and understand the typical day-to-day procedures of General Ledger. The class is targeted toward data entry clerks, administrators, office managers, CEOs, accountants, and consultants who need to understand the technical aspects of Microsoft Dynamics GP General Ledger and understand how to use it in accordance with the rest of the system.

  1. Learn to customize General Ledger settings.
  2. Learn to set up a chart of accounts including posting, unit and allocation accounts.
  3. Learn to enter and post transactions using transactional or batch posting methods.
  4. Learn to perform key inquiries and print reports in General Ledger.
  5. Learn to maintain records in General Ledger.
  6. Learn to print financial statements and other key reports to manage a business.
  7. Learn to complete period and year-end procedures.
  1. Overview and Setup
    1. Features and Benefits
    2. General Ledger Setup
    3. Account Categories
    4. Posting Account Setup
    5. Unit Account Setup
    6. Fixed Allocation Account Setup
    7. Variable Allocation Account Setup
    8. Account Segment Setup
    9. Mass Modify Chart of Accounts
    10. Define the Retained Earnings Account
    11. Set Up Budgets
    12. Budget Maintenance
    13. Combining Budgets
    14. Quick Journal Setup
    15. Transaction Matching Setup
    16. Entering Beginning Balances
    17. Lab: Enter a Posting Account
    18. Lab: Enter a Unit Account
    19. Lab: Enter a Fixed Allocation Account
    20. Lab: Enter a Variable Allocation Account
    21. Lab: Account Segment Setup
    22. Lab: Mass Modify Chart of Accounts
    23. Lab: Create a Blank Budget in Excel
    24. Lab: Importing a Budget from ExcelLab: Quick Journal Setup
  2. Daily Procedures
    1. Batch Entry
    2. Transaction Entry
    3. Calculate Taxes in General Ledger
    4. Clearing Transaction Entry
    5. Budget Transaction Entry
    6. Quick Journal Entry
    7. Linking Transactions
    8. Batch Recovery
    9. Lab: Transaction Entry, Unit Accounts
    10. Lab: Transaction Entry, Allocation Accounts
    11. Lab: Transaction Entry, Recurring Transactions
    12. Lab: Clearing Entry
    13. Lab: Budget Transaction Entry
    14. Lab: Quick Journal Entry
  3. Additional Functionality
    1. Multidimensional Analysis Groups and Codes
    2. Assign Analysis Groups to Accounts
    3. Multidimensional Analysis Transactions
    4. Define Intercompany Relationships
    5. Entering Intercompany Transactions
    6. Organizational Structures Setup
    7. Define Organizational Relationships
    8. Assign User Classes to the Organizational Structure
    9. Assign Users to the Organizational Structure
    10. Assign a Range of Accounts to the Organizational Structure
    11. Assign an Individual Account to the Organizational Structure
    12. Activating Account Security
    13. Lab: Multidimensional Analysis
    14. Lab: Organizational Structure Setup
    15. Lab: Organizational Tree Setup
    16. Lab: Organizational Structure, User Setup
    17. Lab: Organizational Structure, Mass Assignment
  4. Maintaining Records
    1. Correcting a Posted Transaction
    2. Change, Inactivate, and Delete Account Records
    3. Reconcile
    4. Reconcile to GL
    5. Remove History
    6. Archive Matched Transactions
    7. Account Rollups
    8. Using Inquiries
    9. Report Options and Printing
    10. Report Groups
    11. Report List
  5. Period-End Closing
    1. Period-End Closing
    2. Year-End Closing
    3. Quick Financial Statements
    4. Printing Financial Statements
    5. Advanced Financial Analysis
    6. Lab: Quick Financial Setup
    7. Lab: Quick Financial, Report Options
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Dynamics class:

  • General experience using Microsoft Windows.
  • Basic understanding of accounting principles.
  • Attend the Introduction to Microsoft Dynamics GP course or have some basic knowledge of Microsoft Dynamics GP.
Preparing for Class

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