Skip to main content

For a Low Stress Year End Closing with Microsoft Dynamics GP and SL, Get Educated and Understand Your Support Options

by Jack Boyer
Founder, Boyer & Associates, Boyer & Associates

While accounting departments all operate a little differently, when it comes to year-end closing, businesses running Microsoft Dynamics GP and SL can all benefit from learning some fundamental lessons in November and December that reduce year end closing headaches in January.  And just as important as education is knowledge of where to turn for the right support when it's urgently needed.  Easing the pain of year end closing with Dynamics GP and SL requires some effort, but our experience with GP and SL customers has taught us that fewer bouts of year end panic will mean a happier new year for customer and partner alike.

I've seen the benefits of preparation first hand from my own clients.  For the past 9 years, our firm has held a Dynamics year end closing event for our Dynamics GP and Dynamics SL clients. While we have slightly more Dynamics SL clients than Dynamics GP clients, this particular event seems to be much better attended by the Dynamics GP group. With good reason...there is more to remember and do with Dynamics GP than there is with Dynamics SL when it comes to closing out your year-end.

We have developed a nice manual for our customers with the following sections: Preparation and Overview, Inventory Year-End Procedures, as well as Year-End Procedures for Receivables, Payables, Payroll (a big one), Fixed Assets, and General Ledger. For each of the Procedures sections, we offer closing tips but for payroll we added a "Frequently Asked Questions" as well as a "Time Sensitive Tasks" section.

One of the biggest improvements we have seen through holding these educational events is the decrease ...

FREE Membership Required to View Full Content:

Joining gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here

About Jack Boyer

Jack founded Boyer & Associates in 1994 with a vision to create a firm that could attract and keep the area’s best ERP consultants, developers, and business development people.

Follow Jack Boyer on Google+

Jack’s career began doing application and sales support for Solomon Software- the firm that created Dynamics SL. Jack was promoted to regional manager when the firm moved him from Philadelphia to Chicago in 1988.

Jack believes that finding the right software is only a piece of the challenge in implementing software. Without the right people to implement it, you only have half a solution. You need the right business analyst to flush out a company’s requirements and you need the right consultants to make the software align with those needs.

Jack has an honors degree in accounting from Penn State (1984) and passed the CPA exam while at Boyer & Associates.

More about Jack Boyer