From the Microsoft Dynamics GP blogs: Continuity checklist; Recurring batches; Upgrade checklist; GPPT known issue

In this week's Microsoft Dynamics GP blogs: 

• What happens when your accounting system expert leaves?
• Save time on recurring transactions with recurring batches
• Dynamics GP 18.9 upgrade checklist for finance teams without an IT department
• GP Power Tools known issue with Avalara Tax when posting payables transactions

What happens when your accounting system expert leaves? A Dynamics GP continuity checklist

On the Argus Consulting Group blog, Stephen Tanner asked users to imagine that it's the second week of the month, and your controller, who has managed the month-end close in Microsoft Dynamics GP for years, gives two weeks' notice.

Tanner noted that companies can prepare for these situations. Documenting important processes, assigning backup employees, and ensuring that everyone understands which tasks an outside partner handles and which remain the company's responsibility can help prevent problems.

In his blog post, Tanner looked at what hiring trends mean for Dynamics GP users, what knowledge companies risk losing when experienced employees leave, and how to prepare for those departures.

Save time on recurring transactions with recurring batches

Writing on the Rand Group blog, Robert Connaughton stated that accounting teams handle many of the same transactions every month, including rent payments, insurance expenses, recurring allocations, and journal entries. 

He noted that entering these transactions again each month takes time, adds to the work involved in closing the books, and increases the chances of making data entry mistakes.

Connaughton pointed out that Dynamics GP has a built-in feature called recurring batches that makes it easier to handle these transactions. Instead of entering the same information every month, users can set up batches that they can use again on a regular schedule. This saves time, reduces the amount of manual work, and helps ensure that transactions are recorded consistently. 

In his tip of the month, Connaughton explained how to set up recurring batches in Dynamics GP and use them to make everyday accounting tasks easier to manage.

Dynamics GP 18.9 upgrade checklist for finance teams without an IT department

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