New Features in Dynamics GP 2016, GP 2015 & GP 2013 R2

1 © ArmaninoLLP | armaninoLLP.com © ArmaninoLLP | armaninoLLP.com
New Features in Dynamics
GP 2016, GP 2015 & GP 2013 R2

2 © ArmaninoLLP | armaninoLLP.com
What’s New in Microsoft Dynamics GP 2016
• New features
• 2016, 2015 & 2013 R2 changes
• Support dates
• Upgrade paths

Overview
• Important new features in GP 2016+R2, GP 2015+R2 & GP 2013 R2
o Control
o Reporting
o Productivity
o System Administration
• All new features by module in GP 2016, GP 2015 & GP 2013 R2
• Important Microsoft support cut-off dates
• Upgrade paths and processes

Control - Workflow
• New workflow engine
• Approval workflows:
o Purchasing
o Payroll
o Financial
o Sales
o Project
• Email approval
New Features in Dynamics GP 2016, GP 2015 & GP 2013 R2

Control – Workflow Enhancements
• Email notifications for alternate
approvers
• If condition not met options to reject,
continue or end path
• Batch approval workflows now include
“Edit List” in Word template .doc format
as attachment

Control - Workflow
2013 R2
• Purchasing
o Purchase Order
Approval
o Requisition Approval
• Payroll
o Timecard Approval
• Project
o Timesheet Approval
2015
• Financial
o GL Batch Approval
• Purchasing
o Payables Batch
Approval
o Payables Invoice
Approval (R2)
o Vendor Approval
• Sales
o Receivables Batch
Approval
2015
• Payroll
o Employee Skills
Approval
o Direct Deposit
Approval
o Employee Profile
Approval
o W4 Approval
• Project
o Expense Report
Approval
2016
• Purchasing
o Project Accounting
fields on Requisition
Entry
• System
o Workflow process
enhancements

Control – Intercompany Enhancements
• Intercompany Journal Entry Inquiry
• Void Intercompany Transactions

Control – Payment Terms Options
• Due Date Option using Transaction
Date
• Add Days to Due Date
• Additional Due Options
• Additional Discount Options
• Options: Next Month, Months,
Month/Day and Annual

Control – Payables Warning When Open PO
• New warning message added when
entering payables transaction for a
vendor with an outstanding PO or un-
invoiced receipt

Control – Prepayment on Purchase Order Total Amount
• Prepayment amount on purchase
orders can now include Taxes, Freight
and Miscellaneous
• Entire PO amount can be included in
the prepayment

Control – Reverse Fiscal Year
• Ability to reverse the GL Year End
Close process
• Will open the previously closed fiscal
year
• Will warn users to create backups and
verify all users out of GP prior to
process

Reporting – SmartList Designer Additions
• Free Designer tool added to 2013 SP2
(may not need separate SLB tool)
• Create New Go To
• Integrate with Existing Go To Options
• Open Form, Navigation List, SmartList,
or Web Page

Reporting – SmartLists / SmartList Designer
Enhancements
• Enable Users to create
SmartLists from SmartList
Favorites created
• Ability to export and import
SmartLists created using
SmartList Designer
• Add SmartList created using
SmartList Designer to SmartList
Options

Reporting – Export Numbers to Excel Formatted as
Numbers
• Numbers exported from Excel
will be formatted as a number,
not text
• Debits now display before
credits on GL SmartLists

Reporting – Refreshable Excel Reports
• Continue to add new
functionality
• Enable tighter integration
with SmartList Designer and
Excel

Reporting – Microsoft Dynamics GP Workspace
• Easily create and securely
share executive dashboards
• Seamlessly click-through to
Dynamics GP client for rich
data

Reporting – MR Integration Options
• In Company Setup options, you control
what data Management Reporter uses
for General Ledger and/or Analytical
Accounting reporting for each company.

Reporting – Business Analyzer Release 7

Reporting – Fixed Assets Year End Close Report
• Printed as part of year end
close
• Prints for all books and
assets impacted
• Includes end of year
information for an asset

Reporting – Encumbrance SQL Reporting Services Reports
• SSRS Reports that display
Encumbrance data
• Summary and Detail Reports
• Enable Print SSRS Reports
from Encumbrance forms

Reporting – Historical Received Not Invoiced Report
• SSRS Report details PO’s, Receipts and
Invoices that have not been matched
against PO’s
• Cutoff date based on either transaction
date or posting date – looks back into
history rather then just current

Reporting – Budget Import Exception Report
• Budget import
warning/report when
accounts do not exist in
General Ledger
• Display duplicate
accounts on Budget
Exception report

Productivity – Web Client Search (2016 R2)
• Ability to search for a window or
report within the GP web client
• Shows a list of all open windows
and reports based on search
criteria
• Shows a list of all windows and
reports and the navigation
based on search criteria
• Ability to close all open windows
at once.

Productivity – Purchase Requisition
• New design in core with workflow
• Order items and services
• Combine requisitions to a single PO

Productivity – Project Accounting Fields in Requisition
Entry
• Project Number and Cost Category
ID fields available in Purchase
Requisition Entry window
• Requisitions with project and cost
category can still go through
workflow process
• Project and cost category will flow to
Purchase Order

Productivity – Purchasing All-In-One Document View
• View all related purchase
documents for a single
transaction in one window
• Accessible from Vendor
Maintenance, many
purchasing inquiry windows,
navigation lists and the home
page

Productivity – Inventory All-In-One Document View
• View quantity in and quantity out
transactions for one item in one window
• Accessible from Item Maintenance,
many item inquiry windows, navigation
lists and the home page

Productivity – Sales All-In-One Document View
• View all related sales documents
for a single transaction in one
window
• Accessible from Customer
Maintenance, many sales inquiry
windows, navigation lists and the
home page

Productivity – Edit E-mail for Historical Documents
• Allows you to re-send the following
documents to a different email
address:
o Historical Sales Documents
o Historical Purchase Orders
o RM Statements
o Historical PM Remittances
o PM Remittances

Productivity – 1 Step Printing and Emailing (2013R2)
• Allows you to print and email at the
same time
o Receivables Statements
o Sales Quotes
o Sales Orders
o Sales Invoices

Productivity – Email or Print Any Report in GP in Word
Format (2013R2)
• Send reports via email in Word
format
• Print reports as Word templates
• Use Microsoft Word to modify the
reports instead of Report Writer

Productivity – Payables Credit Card Payment
• Option for a computer check batch
to be paid by credit card
• The credit card payment will create
an invoice for the credit card vendor
• A remittance form will print to show
the invoices paid
• Credit card invoice links back to
original AP invoices (2016 R2)

Productivity – Invoicing for Web Client
• Invoicing Module is now available in
the Web Client

Productivity – Project Employee Expense Report
• Project Employee Expense Report
and Project Timesheet Entry
replace all of the functionality of
both Business Portal T&E and PDK!

ESS – Employee Self-Service Profile
• Employee able to view and edit
their personal information
• Address, Dependents, Emergency
Contacts and Position History

ESS – Manager Team Profile
• Manager able to view and edit their
team members’ data
• Address, Dependents, Emergency
Contacts and Position History

ESS – Employee Skills and Training
• Part of self service for
employee to view and
maintain their education
and tests
• Employee can view skills
and training history

ESS – Manager Skills and Training
• Part of self service for
manager to view and
maintain their employee’s
education and tests
• Manager can view
employee’s skills and
training history
• Driven from navigation lists

ESS – Employee Benefits
• Employee can view their
benefits with employer and
employee contributions.

ESS – Employee Paystubs
• In Self Service, an
employee can now view or
print their paystubs from the
paystubs navigation list

ESS – Employee W-4
• An employee can edit their
W4 information, add or
change the additional
withholding, update the
number of deductions and
reduce the potential for data
entry errors
• With workflow, the payroll
administrator can route the
W4 information
appropriately

ESS – Employee Direct Deposit
• An employee can edit their
deposit information, add
accounts or change the
distribution reducing the
potential for data entry
errors
• With workflow, the payroll
administrator can route the
deposit information
appropriately

Productivity – Canadian Payroll for Web Client
• Canadian Payroll is now
available on Web Client.

Productivity – Document Attach Additions
• Scan Documents Directly to
Doc Attach from Scanner
• Scan multiple pages (GP
2016)
• Add Doc Attach to Payables
invoices flows to workflow
approval emails
• Convert OLE Notes to Doc
Attach

Productivity – Document Attach Additions
• Use the Document
Attachment feature in PTE
Employee Expenses and
Employee Expense Entry
• Header and line
attachments such as
receipts can now be added
to an employee expense
• Attachments will flow from
PTE to Project Accounting
to Payables

Productivity – Copy and Paste to General Ledger
• Ability to paste from Excel to
General Ledger
• Will validate the data that is being
pasted into the Transaction Entry

Productivity – Email Based on Document Type
• Allow you to email customer or
vendor documents based on the
on specific document type to a
different email address per
document type
• Can Enable or Disable the
feature

System Administration – HTML Web Client
• Any Browser
• Device Specific
• Enhanced UI

System Administration – HTML Web Client
• Support for Multi-browser (IE,
Chrome, Safari, Edge)
• Support for Multi-device (Windows,
iPad, Android)
• New controls created for HTML
client – switch companies and lot out
with ease
• UI changes
• Window Search
• Office “banner”
• Navigation, color, etc.

System Administration – Copy Home Page & Area Page
• Copy Home Page Settings & Content to
Other Users
• Copy Area Page Settings
to Other Users

System Administration – Take Company Offline
• Limit company access for maintenance
• Assign user with access to login to do
maintenance
• Message users to get them out of the
system or force them out

System Administration – Show User Who is Editing Batch
• No longer guess who has the batch
open!

System Administration – Microsoft Azure Backups
• Disaster recovery
• Restore directly to/from Windows
Azure Storage
• Option in Microsoft Dynamics GP
window

System
2015
• Identify Management – web client only users
can authenticate using AD or Azure
• SmartList Designer – Refreshable Excel
Reports
• Navigation Integration for Management
Reporter
• Copy Home Page settings
• Management Reporter Integration Options
2016
• HTML Web Client
• Web Client Search

2013 SP2
• Display Checkbook ID on Cash
Receipts Inquiry
• Customer Combiner & Modifier
• Vendor Combiner & Modifier
• Payables Void Enhancements
• Reconcile Checkbook without
Making Transaction
• AA Finance Charge
Assessment
• AA and Sales Order deposits
2013 R2
• Copy and Paste to GL
• Roll Down Account Segment
Description
• Reverse Fiscal Year
• Reprint Outstanding Bank
Transaction Report
• Default Sort order for Payables
Checks
• Payables Transaction
Document Attach
• Default Asset ID from Fixed
Asset Class
• Integrate Multi-currency
Revaluation with AA
2015
• General Ledger Batch Workflow
• Payables Batch Workflow
• Vendor Approval Workflow
• Receivables Batch Workflow
• Payables Warning when open
Purchase Order
• Payment Terms Enhancements
• Fixed Assets Year End Close
Report
• Edit E-mail address for
historical Statements and
Payables Remittance
• Combined inquiry windows for
history and current year GL
(R2)
2016
• Budget Import Warning &
Exception Reports
• Auto deposit cash receipts from
AR to Bank Rec
• Distribution line display opens
in previous state (user
preference) in GL (R2)
• Credit limit warning calculates
unposted credit documents (R2)
• POP to FA link includes taxes
(R2)
• Link credit card vendor invoice
to original AP invoices for
reconciliation (R2)
• Bank Rec History tables (R2)
• Suffix ID’s for fixed assets can
be saved (R2)
Financials: Combined

2013 R2
• Suggested Item Enhancements
• Assign Item to Multiple Sites
• Purchase Requisitions
• Purchase Requisition Workflow
• Purchase Order Workflow
• Payables Prepayment Additions
• Encumbrance SSRS Reports
• Project Time
• Project Time Workflow
2015
• Edit Email address for Historical
documents – Sales and Purchasing
• Payables warn when open
Purchase Order
• Payment Terms Enhancements
• Invoicing on Web Client
• Purchasing All-in-One View (R2)
• Customer over credit limit warning
and icon (R2)
• VAT Tax Routine for cash receipt
overpayments (R2)
2016
• Prepayment on Purchase Order
Total Amount
• Sales All-in-One Document View
• Inventory All-in-One Document View
• Display sales tax percent on
historical transactions (R2)
• Cancel PO when linked to a
requisition (R2)
Distribution

2013 SP2
Applicant E-mail Address
Payroll Inquiry
Check Date Sort
2013 R2
Employee Time Management
Time on Behalf of
Timecard Workflow
2015
Employee Self Service:
Employee Profile
Employee Profile Workflow
Manager Team Profile
Employee Paystubs
W4
W4 Workflow
Employee Benefits
Mask Social Security # on Payroll
Reports Option
2015
Employee Self Service:
Direct Deposit
Direct Deposit Workflow
Employee Skills and Training
Employee Skills Workflow
Manager Skills and Training
HRP Workflow Pending Approval
Nav List
Canadian Payroll on Web Client
Payroll, PTO Manager and Human Resources

2016 R2
• Self Service W2 report can be reprinted by payroll
admin
• Assign vendor address & account in payroll setup
window
• Payroll integration to payables: 1099 info included in
1099 payables voucher
• Tip Tax amounts included in pre-posting reports
• Deduction in arrears – warning to prevent mandatory
arrears duplicate posting
2016
• Exclude inactive pay codes in lookup windows
• Enhanced payroll posting account setup – Excel import
and export of posting accounts
Payroll, PTO Manager and Human Resources

2016 R2
• PA Timesheet status report – shows you the approval
status of all timesheets
• PA Line item distributions added for all transaction entry
windows in project accounting – users can now enter GL
distributions on a per line basis
2016
• Document attachments in project expenses
• PA fields in Purchase Req Entry window
• Add unit cost field in PTE Employee Expense window
• New edit lists for PTE Expense Reports and Timesheets
Project Accounting

2013 SP2
• Business Analyzer Release 5
o HTML 5/JS
o Companion Application
Service
• Business Analyzer WP8
Release
• SmartList Designer 2.0
• SmartList UI Enhancements
2013 R2
• Business Analyzer Release 6
o Excel Content
• SmartList Designer 2.0
• Encumbrance Summary
SSRS Report
• Print or Email Word Forms
• Dynamics GP Workspace
2015
• Business Analyzer R7
o Windows 8
o iOS
o Android
o Management Reporter Content
• Enhanced analytical
accounting SmartLists
• Refreshable Excel Reports
Created from SmartList
Designer
2016
• Power BI Charts on GP Home
Page and Web Client
• Management Reporter
Downloads Formulas to Excel
• Management Reporter SSL
security for publishing
• Odata connections
• SmartList Favorite protection
Business Intelligence

2013 SP1
• Modules:
o Human Resources
o US Payroll
o Returns Management
o Contract Management
o Inventory Bill of Materials
o Excel Based Budgeting
o Field Level Security
o ADP Integration
• Features:
o Lync Integration
o Autocomplete
o Business Analyzer on
Navigation Lists
2013 SP2
• Modules:
o Project Series
o Manufacturing
o Fixed Assets Enhancements
o Service Call Management
o Bank Activity Statements
o Payment Document
Management
• Features:
o Keyboard shortcuts
o Visual Studio Tools – V1
o Same port for web site & runtime
service
2015
• Modules:
o Invoicing
o Canadian Payroll
2016
• Features:
o HTML Web Client
o Web Client Search
Web Client

2013 SP2
• Purchasing
o Purchase Order Approval
o Requisition Approval
• Payroll
o Timecard Approval
• Project
o Timesheet Approval
2015
• Financial
o GL Batch Approval
• Purchasing
o Payables Batch Approval
o Vendor Approval
• Sales
o Receivables Batch
Approval
2015
• Payroll
o Employee Skills Approval
o Direct Deposit Approval
o Employee Profile Approval
o W4 Approval
• Project
o Expense Report Approval
2016
• Purchasing
o Project Accounting fields
on Requisition Entry
• System
o Workflow process
enhancements
Control - Workflow

2013 R2
• Purchase Requisition
• Payroll Timecard
• Project Timesheet
• Home Page Parts
• Simplified Navigation
2015
• Employee Profile
• Paystubs
• W4
• Benefits
• Direct Deposit
• Skills & Training
• Project Expense
2016
• Document Attachments for Project
Expenses
Employee Self Service

Microsoft Support End-of-Life
Important Microsoft Mainstream Support cut-off dates for these versions of
Dynamics GP:
• GP 9 (January 2011)
• GP 10 (October 2012)
• GP 2010 (October 2015)
• GP 2013 (April 2018)
• GP 2015 (April 2020)
• GP 2016 (July 2021)

Upgrade Paths
Dynamics GP 9.0 to Dynamics GP 2016
9.0 >>> 9.0 SP2 >>> 10.0 SP5 >>> 2013R2 (build 1826 or higher) >>> 2016
Dynamics GP 10.0 to Dynamics GP 2016
10.0 >>> 10.0 SP5 >>> 2013R2 (build 1826 or higher) >>> 2016
Dynamics GP 2010 to Dynamics GP 2016
2010 >>> 2010 SP4 >>> 2015 >>> 2016
2013 >>> 2013 SP2 or R2 >>> 2015 >>> 2016
Dynamics GP 2013R2 to Dynamics GP 2016
• 2013R2 (lower than build 1826) >>> 2013R2 build 1826 or higher update >>> 2016
• 2013R2 (build 1826 or higher) >>> 2016
Dynamics GP 2015 >>> Service Pack may be needed >>> 2016
Dynamics GP 2015R2 to Dynamics GP 2016
Dynamics GP 2015R2 >>> 2016

Ready to Upgrade to Dynamics GP 2016?
For questions, to get an estimate or to
schedule a demo, contact:
Client Representative Team
ClientService@armaninoLLP.com
Visit us online:
armaninoLLP.com/microsoft-dynamics-gp

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