• Document Flow
• Status Tracking
• Delete Password
• Attachment Properties
• Attachment Email
• Delete Utility

• Order items and goods Combine requisitions to a single PO

• 4 Approval Workflows Added: Purchase Order, Requisition, Project Time and Time and Attendance

• Self Service Home Page
• Time & Attendance
• Project Time Requisitions, Workflow
• Identity Management

• Create New Go To Integrate with Existing Go To options

• Limit company access for maintenance
• Assign user with access Message users

• Disaster recovery
• Restore directly to/from Azure storage

• Print and E-mail in one step
• Batch Process E-mail
• Statements Process E-mail
• Send reports in Word format
• Print reports as Word templates
• Modify reports in Word

• Simplified Web Client login
• Apps Identity Maintenance workload reduced
• Support added for companion app and Service Based Architecture

• Single secure login through Active Directory for GP and web client

• Set up new users quickly; copy homepage roles content and settings from one user to another

• Create financial statements with information from the GL
• Analytical Accounting or both Navigation Integration

• Access Dynamics GP, Office 365 and other cloud apps using your Active Directory credentials.

• Refreshable Excel Reports

• This new user type gives users a specific set of capabilities, including, entering their time and expenses, and creating requisitions
• Limited navigation options that only allow users to access the necessary parts of the system.
• Security roles tailored to this new user type
• Filter tasks based on user types

• Sales order and purchase order processing document formats – blank, short, long and other
• Send document attachments with workflow task notification emails
• Scan payable invoices and attach them to the transaction
• Workflow notification e-mails have invoice attached and include relevant payables details for the approver

• Document Attachment
• Payables Transaction Approval

• Display debits before credits
• Default SmartList visibility
• Workflow SmartList
• Designer create view approval
• Sales visual customer over credit limit function

• Identify cash receipt overpayments that have been posted to invoices for which the discount was not taken

• Purchasing Requisitions – Project integration
• Management Reporter Viewer HTTPS support
• Multi page scan
• Scotia Bank added to default EFT file formats
• Change Workflow approval conditions
• Credit card payment type for check run processing
• Distribution reference field size increased
• Named User licensing support for Self Service users
• Document attach for project expenses
• Word templates for batch approval workflow
• Workflow reassignment notifications
• Workflow condition management
• OData Service deployment enhancements
• Configurable OData Service points added

• No Silverlight needed
• Works on iOS and Android
• Improved browser support–Runs on Chrome, Firefox and Safari

• Export/import SmartList definitions from SmartList Designer

• Show user name in message “batch is edited by another user”
• Safepay displays check name from the check itself

Core Enhancements

• Login remembered when working in System Manager
• Comprehensive document attachment

User experience enhancements

• Additional sorting options added
• Unique passwords can be entered for individual SmartList favorites.
• A shortcut to SmartList has been added to the web client.
• Auto-complete now included in the web client
• One-click navigation to SmartList from web client

Core Enhancements

• Password maximum length increased to 21 characters
• Password expiration notification 7 days before expiration

User experience enhancements

• Hide Business Analyzer in navigation lists for all users and all lists
• SmartList Designer favorites display in navigation lists
• Ability to connect your Dynamics GP to a Dynamics 365 Business Central cloud tenant that you can synchronize data to.

Core Enhancements

• Compatibility with SQL Server 2019, Windows Server 2019, and Office 2019

User experience enhancements

• New date options in SmartLists
• Sort order of the companies that the user can access by company name or company ID in the User Access Setup window
• Filter inactive users in User Access Setup
• More than 32 report options allowed in a report group

• Set up a schedule to run Check Links outside of normal business hours
• Use Multi-Factor Authentication for e-mail functionality.
• Support for TLS 1.2
• Customize homepage layout
• One-click printing when using Word templates
• Allow Self Service users the ability to manage User Preference and Workflow Delegation settings.

Core Enhancements

• Table Changes

User experience enhancements

• Add Batch Number & Source to Navigation List
• Account Category & Account Segment Lookup Options

• Clear balances of unit accounts during year-end close process
• Keep inactive accounts with zero balances during year-end close
• View status during the year-end close
• View net change and period balances for unit accounts at the same time
• General Ledger batch approval information is stored
• Reconcile subledgers to General Ledger

Payables:

• Edit payables information
• Reprint remittance forms and check stubs
• Information for voiding reconciled payments
• Voiding check enhancements

Receiveables:

• Define labels for user defined fields in Customer Address Maintenance
• Apply un-posted multicurrency cash receipts

Multi-Currency:

• Average exchange rate calculation method for currency translation

Electronic Banking:

• BAI2 bank format added to Electronic Reconcile
• EFT field length
• EFT settlement date

Fixed Assets:

• Historical depreciation amounts
• Fixed Assets Depreciation Detail Report
• Book Setup window update
• Depreciation Process Information window
• Posting in detail to General Ledger
• Edit distribution before posting batch to General Ledger
• Intercompany transfers
• Automatically generating the next asset ID
• Fixed Assets Management calendars

Encumbrance Management:

• Multiple budget selection for encumbrance
• Integration with General Ledger

• Reverse the GL year end close process.
• Multicurrency revaluation linked to Analytical Accounting.
• Copy/Paste from Excel to the General Ledger.
• Reprint outstanding transactions report from Bank Reconciliation.
• Create default sort orders for payables checks.

• Paybables batch
• General Ledger batch
• Vendor approval
• Receivables batch

• Payment terms enhancements
• Fixes assets Year End close report
• Editable e-mail for historical statements and payables remittance

• Automatically deposit cash receipts
• Date effective tax rates
• Enable email on all purchase orders and sales orders
• Analytical Accounting transaction lists improvements
• Payable transaction approval workflow
• Visual indicator for customer credit limit
• Combine open and history inquiries
• Historical received not invoiced report

• Budget import exception report shows which clients aren’t in the General Ledger
• Analytical Accounting user access settings
• Payables batch credit card payment option
• Scotia Bank EFT format added as a default EFT file format
• Edit attachments that flow to transactions
• Deposit cash receipts batches automatically

• SafePay file displays check name from the check
• Add Bank Reconciliation history table and do transaction history removal
• POP to Fixed Assets Link to include taxes
• Credit limit warning calculation for unposted credit documents
• Save Fixed Asset ID with suffix
• Link credit card invoices to original invoices Distribution
• Line display opens expanded Display tax percent for historical transactions
• Deduction in Arrears – Prevent double posting of mandatory arrear transactions

• Print a single statement from Customer Maintenance
• One payment per invoice set or one payment per-vendor
• Save select payment settings
• Copy user access across dimensions in Analytical Accounting
• Payables checks windows renamed to reflect alternate payment options

• Specify if a monthly or bi-monthly recurring batch must end on the last day of the month
• Exclude items with zero quantity or zero value from the Historical Inventory Trial Balance
• Post through the general ledger at the transaction level in several windows.
• Prevent or enable the use of duplicate check numbers from more than just Payables Checks
• Choose to exclude inactive checkbooks in the Checkbooks Lookup window
• Inactivate and reactivate master records for accounts, checkbooks, customers, sales people, vendors, employees, and items from Navigation Lists
• View the Applied-To Document Number that is associated with payments, credit memos, and returns in the Purchasing All-In-One View window.
• Warning message when a user attempts to enter a transaction when the vendor is on hold.

• 200 character description allowed in Payables Setup
• Fiscal periods window now large enough to show more than 12 periods
• New field added in the Journal Entry Inquiry window shows the user who posted the entry
• Class ID available in the Fixed Assets Transfer and Fixed Assets Mass Transfer windows
• Document Attach available in Bank Reconciliation
• Visual cue to idenifies vendors that are set up to receive EFT payments in Edit Payment Batch window
• View the check or card number that was entered on the payment at the time of entry in the Apply Sales Document window
• Specify if a check must include additional federal, state, or local taxes in the Build Payroll Checks window
• Specify a remittance address ID for vendors for use when creating the invoice from Payroll

• Additional user-defined fields in General Ledger Transaction Entry
• Import credit card transactions as payable invoices or manual payments.
• Reconcile all years from oldest to newest year.
• Match Excel copy and paste decimal places to Currency Setup
• Form 1099 Non-Employee Compensation added
• 1099 MISC form updates
• "Doing Business As" (DBA) name field for vendors
• Removed fully applied Multicurrency documents from PM HATB

• Update account descriptions using Mass Modify
• Summary Post Accounts Receivables Cash Receipt through Bank Reconciliation
• Scroll through Account Segments
• Payables 1099 Default to Single Feed
• Payables 1096 form print email address
• Default Inquiry sort Options (AP, AR, BR)

• Auto posting to General Ledger from Payables when you use Transaction Level posting.
• Credit Card Payment post in Summary to Bank Reconciliation
• Inactivate Vendor Address Record
• Add Date Range to the Bank Transaction History Report
• Reprint Bank Reconciliation Posting Journal
• Payables 1099-NEC form prints with LINES
• Checkbook Register and Balance Inquiry Redesigned
• Summary Display in Bank Reconciliation for EFT

• Select multiple serial numbers at one time
• Change standard cost for periodic valuation items
• Inactivate items
• Inactivate site and item-site relationships
• Reason codes
• Bin transfer history
• Select multiple serial numbers at one time

• Receive a message when purchase order like item is not fully invoiced
• Track serial and lot numbers for drop-ship purchase orders
• Quantity tolerances Prepayments for purchase orders

• Print back ordered items on picking tickets
• Combine multiple fulfillment orders into one invoice
• Ship to address enhancements

• Suggested item functionality
• Sales script for each item
• Analyze option for suggested quantities
• New fields– Price, Qty. Available, Site ID
• Assign an item to multiple sites.
• Prepayments integrated with Analytical Accounting
• Multidimensional analysis for cash flow management, and project accounting
• Show PO number in check inquiry

• Edit and resend e-mails containing sales and
• purchase documents
• Additional Payment Terms options
• Payables warns of an open Purchase Order
• Invoicing on Web Client

• Historical received-not-invoiced report
• View all purchasing documents for a single
• transaction in one window
• Automatically deposit cash receipts
• Sales visual customer over credit limit

• All-in-one document view for sales and inventory transactions
• Prepay purchase order total

• Option to cancel PO when linked to a Requisition
• Visual indicator if quantities not fulfilled.
• Display tax percent for historical transactions

• Purchase order generation list opens with newest POs
• PO information displayed for requisition originator
• Print purchase requisition
• Display Hold status in the sales transaction entry

• Export/Import stock counts to Excel
• Print all Sales documents

• Update Project and Contract Numbers
• Save Filter Settings for All-In-One
• Use GOTO from SOP Inquiry to SOP Trx Entry

• Print & Email POP Documents at the same time
• Print Cash Receipts and email

HR & Payroll

Human Resources:

• Life insurance premium age based on birthday or end of year
• Applicant E-mail Address
• Payroll:
• Default print option
• Warning for duplicate checks
• New Build Check File
• Exception report
• Edit Pay Code History information
• FICA Tax Sheltered Annuity changes
• PTO Exception Report
• Payroll inquiry check date sort

Human Resources:

• Employee time management
• Time on behalf of
• Timecard Workflow

Human Resources:

• Employee self-service enhancements–Users can:
• View and edit their own employee profile, skills and training
• View and print pay stubs Update W-4
• Enroll or withdraw from benefits
• Enter or update direct deposit information
• Skills and training list notification for approvers
• Approval list of employee self-service tasks
• Employee Paystubs W4
• W4 Workflow
• Employee Benefits
• Direct Deposit
• Direct Deposit Workflow
• Employee Skills and Training
• Employee Skills Workflow
• Manager Skills and Training
• HRP Workflow Pending Approval
• Navigation list
• Canadian Payroll on Web Client

Human Resources:

• Mask employee Social Security number on reports
• Time management app View W2 on Employee Self Service portal

Payroll:

• Remove Inactive Payroll Pay Codes
• Simplify Payroll posting setup

Human Resources:

• Track history on termination / rehire dates

Payroll:

• Allow payroll user to print using self-service W2 report

• Roll down payroll setup options from setup to inactive records
• Turn off garnishment reports in posting setup
• Change the department code in all data tables
• Restrict inactive deduction and benefit codes in lookup windows

• FICA totals have been added to the Payroll Check Register
• Assign a start date and/or an end date to pay codes in the Employee Maintenance window
• Assign a shared calendar year maximum for groups of benefits and/or groups of deductions

• Bulk assign payroll deduction codes to multiple employees
• Switch between viewing all benefits and filtering out inactive benefits
• Capture the reason for the change to an employee’s information when the hire date, adjusted hire date, or last day worked fields
• Reprint pay statements for an entire check run

• Mask SSN on HR reports

• SafePay – employee name from check
• Masking Employee Social Security Number on W2
• Copy and Paste Payroll Transactions from Excel
• Saving Payroll Batch default in Transaction Entry

• N/A

Business Intelligence

• Business Analyzer R5– A HTML 5/JS companion application service
• SmartList Designer 2.0
• SmartList UI enhancements

• Business Analyzer R6– A HTML 5/JS companion application service
• Excel content
• Encumbrance Summary SSRS report
• Print or e-mail Word forms
• Dynamics GP workspace

• Business Analyzer R7 for Windows 8, IOS and
• Android
• Management Reporter content
• Management Reporter navigation integration
• Refreshable Excel Reports created from SmartList
• Designer

• Default SmartList visibility
• Create SQL Views using SmartList Designer
• Workflow

• Import and export SmartLists from SmartList Designer
• SmartLists created in SmartList Designer have default columns defined in the SmartList options window
• Export numbers to Excel, formatted as numbers
• Power BI reports can be added to home pages
• Create SmartList rom the Favorite using
• SmartListDesigner

• SmartList favorite protection
• SmartList Designer SmartLists available in
• Advanced Lookups
• Support for secure connection to Management Reporter service
• Power BI on Web Client home page

• GP OData service updated with paging and filtering.

• N/A

• N/A

• N/A

• N/A

• N/A

Web Client

• Modules:
• Human Resources
• US Payroll
• Returns Management
• Contract Management
• Inventory Bill of Materials
• Excel Based Budgeting
• Field Level Security
• ADP Integration
• Features:
• Lync integration
• Autocomplete
• Business Analyzer on navigation lists

• Modules:
• Manufacturing
• Project Series
• Fixed Assets Enhancements
• Service Call Management
• Bank Activity Statements
• Payment Document Management
• Features:
• Keyboard shortcuts
• Visual Studio Tools– V1
• Same port for web site & runtime service

• Modules:
• Invoicing
• Canadian Payroll

• N/A

• Features:
• Support for additional browsers and mobile devices
• Updated appearance
• Open Web Client windows using search

•  
• Features:
• Power BI on Web Client home page

• Features:
• SmartLists added as a Shortcut
• Maximize the window in Bank Reconciliation.
• Autocomplete

• N/A

• N/A

• N/A

• N/A

• Modern Authentication 

Workflow

• N/A

• Purchasing:
• Purchase Order Approval
• Purchase Requisition Approval
• Payroll:
• Timecard Approval
• Project:
• Timesheet Approval

• Finance:
• GL Batch Approval
• Purchasing:
• Payables Batch Approval
• Vendor Approval
• Sales:
• Receivables Batch Approval
• Payroll:
• Employee Skills Approval
• Direct Deposit Approval
• Employee Profile Approval
• W4 Approval
• Project:
• Expense Report Approval

• Purchasing:
• Purchase Order Approval
• Purchase Requisition Approval
• Payroll:
• Timecard Approval
• Project:
• Timesheet Approval

• Word templates for batch approval workflow
• Workflow condition management
• Workflow reassignment notifications

• Payables Transaction Approval
• Document Attach

• Reminder emails
• Copy workflow step
• Reporting for workflow
• Additional fields are available for Payables transaction workflow
• Additional messages are available for purchase order workflow
• Bank used for EFT added to vendor approval workflow
• New workflows for new accounts, receivings transactions and purchasing invoices

• Sales Transaction Approval

• User Security Workflow
• User Workflow
• Security Roles Workflow
• Security Tasks Workflow
• Export and import workflows
• Change approver for active workflow tasks
• Vendor approval enhancements

• N/A

• Auto Post Workflow for complete end to end process
• Workflow Maintenance Remove Carbon Copy
• Workflow Approver Count

• Auto Post Workflow for complete end to end process
• Workflow No approval needed steps in history
• Workflow View History button unavailable
• Add time option to Scheduled Check Links

Employee Self Service

• N/A

• Purchase Requisition
• Payroll timecard
• Project timesheet
• Home page parts
• Simplified navigation

• Paystubs
• W4
• Benefits
• Direct Deposit
• Skills & Training
• Project Expense
• Profile Workflow
• W4 Workflow
• Direct Deposit Workflow
• Skills Workflow
• Manager Profile
• Manager Skills

• Purchase Requisition
• Payroll timecard
• Project timesheet
• Home page parts
• Simplified navigation
• Requisition workflow
• Timecard workflow
• Project Time workflow

• N/A

• N/A

• N/A

• N/A

• N/A

• N/A

• N/A

• N/A

• Project Accounting

• N/A

• N/A

• N/A

• N/A

• Project expenses–document attachments
• Project Accounting fields in Purchase Requisition entry
• Add Unit Cost field in PTE Employee Expense
• window
• Project Time Entry reports added

• ProjectAccounting – Distributions added for each transaction, reflected on Trial Balance
• Project Accounting- Timesheet status report

• N/A

• N/A

• N/A

• N/A

• N/A

• N/A