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Dynamics GP - Receivables Management

Synopsis

This course develops in-depth knowledge of the accounting functionality available in the module of Receivables Management. You will be simulating the setups you will encounter when setting up your system. You will be prepared to handle tasks such as creating and setting up customer and salesperson accounts, handling daily and period-end procedures, and developing problem-solving techniques.

At Course Completion

After completing this course, students will be able to:

  • The setup options available within Receivables Management to customize your system to better fit your organizations needs
     
  • The recommended order of steps to complete the setup of Receivables Management
     
  • How to setup key records such as customer and sales person accounts
     
  • How and where transactions can be entered within the system 
     
  • Posting options and information flow within Receivables Management 
     
  • Using reports and inquiries to access needed information
     
  • Key issues and steps to complete period end and year end procedures
     

 

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