Dynamics GP Version Comparison

Finance

Distribution

HR and Payroll

Business Intelligence

Web Client

Workflow

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

• 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

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

• 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

• 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

• 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

• 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

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

• 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

• 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

• 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

• 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

• 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

• 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