Dynamics GP Version Comparison

System

Finance

Distribution

HR and Payroll

Business Intelligence

Web Client

Workflow

Employee Self Service

Project Accounting

Dynamics GP 2013

Document Attach 2.0:

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

General Ledger

  • 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

Inventory:

  • 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

Purchase Orders:

  • 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

Sales Orders:

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

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

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

N/A

N/A

N/A

Dynamics GP 2013 R2

Requisition:

  • Order items and goods Combine requisitions to a single PO

Workflow:

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

Web Client:

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

SmartList Designerr:

  • Create New Go To Integrate with Existing Go To options

Offline Capabilities:

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

Azure Backup:

  • Disaster recovery
  • Restore directly to/from Azure storage

Email and Microsoft Word:

  • 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

Identity Management:

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

Human Resources:

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

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

Purchasing:

  • Purchase Order Approval
  • Purchase Requisition Approval

Payroll:

  • Timecard Approval

Project:

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

N/A

Dynamics GP 2015

Identity management:

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

Copy user settings:

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

Management Reporter integration:

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

Single sign on:

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

SmartList Designer:

  • Refreshable Excel Reports

Workflows:

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

Others:

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

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

Modules:

  • Invoicing
  • Canadian Payroll

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

N/A

Dynamics GP 2015 R2

Self Service User License:

  • Give 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

e-mail Capabilities:

  • 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

Workflow:

  • Document Attachment
  • Payables Transaction Approval

Reporting:

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

VAT Tax Handling:

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

Human Resources:

  • Mask employee Social Security number on reports
  • Time management app View W2 on Employee Self Service portal
  • Default SmartList visibility
  • Create SQL Views using SmartList Designer
  • Workflow

N/A

Purchasing:

  • Purchase Order Approval
  • Purchase Requisition Approval

Payroll:

  • Timecard Approval

Project:

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

N/A

Dynamics GP 2016

Core Enhancements

  • 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

HTML5 Client

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

SmartLists

  • Export/import SmartList definitions from SmartList Designer
  • 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
  • All-in-one document view for sales and inventory transactions
  • Prepay purchase order total

Payroll:

  • Remove Inactive Payroll Pay Codes
  • Simplify Payroll posting setup
  • 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

Features:

  • Support for additional browsers and mobile devices
  • Updated appearance
  • Open Web Client windows using search
  • Word templates for batch approval workflow
  • Workflow condition management
  • Workflow reassignment notifications

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

Dynamics GP 2016 R2

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

Human Resources:

  • Track history on termination / rehire dates

Payroll:

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

Features:

  • Power BI on Web Client home page
  • Payables Transaction Approval
  • Document Attach

N/A

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

Dynamics GP 2018

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
  • 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
  • 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
  • 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
  • GP OData service updated with paging and filtering.

Features:

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

N/A

N/A

Dynamics GP 2018 R2

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.
  • 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.

N/A

  • 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

N/A

N/A

  • Sales Transaction Approval

N/A

N/A

Dynamics GP (Oct 2019)

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
  • 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

N/A

  • 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

N/A

N/A

  • 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

N/A

Dynamics GP (Oct 2020)

  • 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.
  • 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 documen
  • Export/Import stock counts to Excel
  • Print all Sales documents
  • Mask SSN on HR reports

N/A

N/A

N/A

N/A

N/A

Dynamics GP (Oct 2021)

Core Enhancements

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

N/A

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

N/A

N/A

Dynamics GP (Oct 2022)

User experience enhancements

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

 

  • 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

 

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

N/A

N/A

  • Modern Authentication 
  • 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

N/A

N/A