Join the Raffa Technology team as they walk you through the major productivity enhancements with Microsoft Dynamics GP2015 financial management software. They will walk you through the key features and functionality including the improved web based capabilities which allows you to work from anywhere on any device.​

1. THE POWERFUL WEB BASED
MICROSOFT DYNAMICS
GP2015
Helping Great Organizations Thrive
www.raffa.com P: 202.822.5000 F: 202.822.0669
June 16, 2016
Seth Zarny, Partner
Buu-Linh Tran, Manager
Troy Minor, Senior Consultant
Jeremy Taro, Account Executive

2. Page 1
TODAY’S AGENDA
 INTRODUCTION & AGENDA
 WHAT IS THE NEW WEB-BASED GP2015?
 REVIEW OF KEY ENHANCEMENTS
 SOFTWARE PRESENTATION - DYNAMICS GP2015 NEW FEATURES
 WHAT’S NEW GP2016
 QUESTIONS?

3. Page 2
MUTUAL INTRODUCTIONS
 INTRODUCTIONS
• YOUR ORGANIZATION
• SIZE OF ORGANIZATION
• CURRENT ACCOUNTING SYSTEM(S) & VERSION
• CHALLENGES?

4. Page 3
RAFFA OVERVIEW
 LARGE ACCOUNTING, CONSULTING &
TECHNOLOGY CONSULTING FIRM
• Serve hundreds of clients in DC/MD/VA
• 240+ specialists on staff at all levels
• Support over 230 Financial System Clients
• Certified System Consultants, Certified Project
Management Professionals, Business Process
Consultants
 32 YEARS SERVING THE NON PROFIT COMMUNITY
 17 PARTNERS, INCLUDING 11 WOMEN PARTNERS
 WOMEN-OWNED FIRM
 MULTI-CULTURAL WITH DIVERSITY AT ALL LEVELS
 PRIMEGLOBAL ALLIANCE MEMBER
Raffa is nationally recognized with access to all the resources of
the largest international firms. We contribute to our clients’
abilities to achieve their missions and deliver promises to the
world.
 WIDE RANGE OF SERVICES
• Technology Solutions
• ERP & Accounting Systems
• Software Development
• Managed IT Services
• Audit and Tax
• Managed Accounting
• HR Consulting
• Business Advisory
• Forensics and Litigation Support
• Employee Benefit Plans
• Search and Transition Services
 NATIONALLY RECOGNIZED
• Top 100 Largest Accounting Firms
• Top 100 ERP VAR (Bob Scott & Accounting Today)
• Top 100 and Fastest Growing Value Added Reseller

5. Page 4
DYNAMICS GP ROADMAP

6. Page 5
DYNAMICS GP2015 ENHANCEMENTS
SYSTEM 2015
WEB CLIENT
2015
BUSINESS
INTELLIGENCE
2015
• Intercompany
Enhancements
• Payment Terms
Enhancements
• Fixed Assets Year
End Close Report
• Edit E-mail for
historical
Statements and
Payables
Remittance
FINANCIALS 2015
• Edit Email for
Historical
documents – Sales
and Purchasing
• Payables warn when
open Purchase
Order
DISTRIBUTION 2015

7. Page 6
GP2015 ENHANCEMENTS
 Homepage/ copy user settings
 Identity management
 Intercompany enhancement
 Warning of vendors that have purchase orders
 Workflow Automation
 Purchase requisition
 Vendor and customer combiner/modifier
 Smartlist designer/builder & refreshable excel reports

8. Page 7
DYNAMICS GP WEB CLIENT
 Complement to the Dynamics GP package
 Easy to Access via an internet connection
 June 2016 HTML 5 (browser independence)
 All Primary GP accounting functions are accessible via web client

9. Page 8
BUSINESS ANALYZER
 Provides a dashboard where you can view and interact with reports,
charts, or KPI’s
 Managers access reports w/o logging into gp
 Reports include: Excel, SSRS and Management reporter
 Run on Windows 8.1 tablet or PC
 Apple devices
 Windows mobile phones

10. Page 9
WHAT’S NEW GP2016
 Payables batch credit card payment option
 Create a deposit from a cash receipts batch automatically
 Get a report when importing budgets with invalid accounts
 Import and export Smartlist from Smartlist Designer
 Word Templates for batch approval (GL, Payables, Receivables)
 Workflow Condition Management
 Web Client now includes support for multiple devices, including iPad and Android
tablets, as well as using multiple web browsers. The supported browsers include:
Internet Explorer, Microsoft Edge, Safari, and Chrome

11. Helping Great Organizations Thrive