MOC 80574 - Receivables Management in Microsoft Dynamics GP 2013

Customized Onsite Training

  • Customized Content
  • For Groups of 5+
  • Online or On-location
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This Receivables Management in Microsoft Dynamics GP 2013 training class explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This course also explains how to perform additional functions such as entering credit memos, prepayments, small balance write offs, print customer statements, enter and void scheduled payments, and month-end closing procedures.

This course is intended for anyone wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Dynamics GP Receivables Management.

  1. Learn to perform Receivables Management related data entry functions including customer invoicing, customer payment application and recurring invoices.
  2. Learn to perform maintenance on Receivables Management documents and maintenance records such as customers, customer classes and scheduled payments.
  3. Learn to apply payments and prepayments to customer balances or against specific invoices.
  4. Learn to print standard reports for audit trail purposes, financial analysis and to verify data entry.
  5. Learn to troubleshoot and correct input errors including an incorrect posting date or incorrect document amounts.
  6. Learn to perform month-end procedures including aging customer documents, closing statement cycles and printing customer statements.
  1. Overview and Setup Procedures
    1. Features and Benefits
    2. Setup Procedures
    3. Receivables Management Setup
    4. Receivables Setup Options
    5. Sales Territory Maintenance
    6. Salesperson Maintenance
    7. Customer Class Setup
    8. Customer Maintenance
    9. Customer Maintenance Options
    10. National Accounts Maintenance
    11. Refund Check Setup
    12. Sales Email Setup
    13. Beginning Balances
    14. Lab: Receivables Management Setup
    15. Lab: Set Up a New Sales Territory
    16. Lab: Set Up a New Salesperson
    17. Lab: Modify a Customer Class
    18. Lab: Set Up a New Customer
    19. Lab: Set Up a National Account
    20. Lab: Set Up Refund Checks
  2. Daily Procedures
    1. Transaction Entry Overview
    2. Receivables Batch Entry
    3. Receivables Transaction Entry
    4. Enter Receivables Scheduled Payments
    5. Enter Cash Receipts
    6. Apply Posted Transactions
    7. Enter Refund Checks
    8. Batch Recovery
    9. Lab: Receivables Transaction Entry
    10. Lab: Credit Memo Entry
    11. Lab: Receivables Scheduled Payments
    12. Lab: Cash Receipts Entry
    13. Lab: National Accounts/Cash Receipts Entry
    14. Lab: Apply Posted Transactions
    15. Lab: Creating and Printing Refund Checks
  3. Maintaining Records
    1. NSF Checks, Voiding, and Waiving Posted Transactions
    2. Change and Delete Records
    3. Edit Receivables Transactions
    4. Remove History
    5. Reconcile
    6. Perform an Inquiry
    7. Reports
    8. Lab: Voiding a Document
    9. Lab: Assessing a Non-Sufficient Funds Charge
    10. Lab: Edit Receivables Transactions
  4. Period-End Processing
    1. Period-End Procedures Overview
    2. Aging Process
    3. Finance Charges
    4. Print Statements
    5. Reprint Statements
    6. Paid Sales Transactions Removal
    7. Other Period-End Procedures
    8. Reconcile Receivables to General Ledger
    9. Year-End Routines
    10. Lab: Aging Process
    11. Lab: Write Off an Invoice
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:

  • Basic knowledge of Microsoft Dynamics GP.
  • Basic knowledge of accounting principles.
  • Basic Windows knowledge.
Preparing for Class

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