Please join us on Wednesday, April 17 at our spring GP user group in Fargo-Moorhead. This exclusive event includes informative sessions and the opportunity to network with the Stoneridge Software team and other Dynamics users just like you.
Registration: 8:30 – 9 a.m.
User Group: 9 a.m. – noon
Lunch (included) 12 – 1 p.m.
*Refunds are available for cancellations up to 24 hours in advance.
REGISTER HERE.
Please join us Tuesday, April 16 at our spring GP user group in Bismarck. This exclusive event includes informative sessions and the opportunity to network with the Stoneridge Software team and other Dynamics users just like you.
Registration: 8:30 – 9 a.m.
User Group: 9 a.m. – noon
Lunch (included) 12 – 1 p.m.
*Refunds are available for cancellations up to 24 hours in advance.
REGISTER HERE.
This two-day Dynamics 365 for Finance & Operations Development Workshop will be held online from 9 am – 4 p.m. (CDT), on Monday, March 25 and Tuesday, March 26. Lunch break each day will be from Noon to 1 p.m.
“What’s New for Developers in Dynamics 365?” will provide students with an overview of the differences in development for those who have been working in Dynamics AX 2009 or AX 2012 and are moving to Dynamics 365 for Finance & Operations. It will cover architectural and development features and the tools available in the development environment. This workshop covers the essentials of doing development including creating tables, classes, forms, and reports. All students will have access to an environment for labs.
Course Outline:
– Visual Studio Overview
- Projects
- Solution Explorer
- Working with Projects
- References
- Debugging
– Architecture
- IIS
- Models
- VS Project types
- ModelUtil
- Deployment Packages
- Export/Importing Code
- AOT
– Tables and UI
- Changes to Base Enums
- Changes to Tables
- Changes to Forms
- Tiles
- Menus
- Workspaces
- Labels
– Changes in X++
- Refresh of debugging
- New base data typer
- New look of boxes/dialog
- New look of Infolog
- Cross-company support
- Working with files
– Changes to Security
- Data Entity Permissions
- Direct Access/Field Level Permissions
- Form Control Overrides
– Data Entities
– SSRS Reports
REGISTER HERE.
If you’re new to Microsoft Dynamics GP, this series of classes will introduce you to the software and show you the basic elements. Throughout the week you will be introduced to general ledger, payables management, receivables management, and bank reconciliation. Upon completion, you will have full knowledge of the GP financial module and will be able to perform basic and advanced functions.
Day 1: Introduction to Microsoft Dynamics GP
8:30 a.m. – 5 p.m.
This one-day course explores the basic elements of Microsoft Dynamics GP. Topics covered during this session include system and company setup procedures, how to use reports and inquiries, how to use Smart List to expand inquiry and analysis capabilities and tips for the user to personalize Microsoft Dynamics GP to streamline business practices.
Day 2: General Ledger in Dynamics GP
8:30 a.m. – 5 p.m.
This course explores the accounting cycle and the processes required to enter financial data into the system. It covers how to set up general ledger accounts, enter general ledger transactions, and post the transactions. This course also shows how to perform additional functions such as account reconciliation, budgeting, allocation, period-end procedures, and year-end closing procedures.
Day 3: Payables Management in Dynamics GP
8:30 a.m. – 5 p.m.
The one-day Microsoft Dynamics® GP Payables Management course examines the accounting cycle and the processes required to enter vendor invoices and process checks. This course also shows you how to perform additional functions such as adjustments, prepayments, month-end closing, and cash flow control.
A thorough understanding of these topics allows for capitalizing on vendor discount dates to reduce accounts payable liabilities and easily select the right vouchers for payment by date, vendor, number, or custom query to control cash outlay. This course also provides guidance on how to define default values that automatically populate data fields and how to gather the information needed to make better business decisions by exploring powerful inquiry and lookup functions.
Day 4: Receivables Management in Dynamics GP
8:30 a.m. – 5 p.m.
The one-day Microsoft Dynamics GP Receivables Management course explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This course also explains how to perform additional functions such as entering credit memos, prepayments, small balance write-offs, print customer statements, enter and void scheduled payments, and month-end closing procedures.
Day 5: Bank Reconciliation in Dynamics GP
8:30 a.m. to noon
This course explores the processes required to manage cash receipts, cash disbursements, and other transactions that affect checkbook balances. It also shows you how to perform the checkbook reconciliation process in the Bank Reconciliation module, ensuring the accuracy of your financial data and its relation to your financial institution statements.
This class runs from 8:30 a.m. – 5 p.m. Monday – Thursday, and 8:30 a.m. – Noon on Friday. If you would like to register for a single day class, please email solutions@stoneridgesoftware.com.
REGISTER HERE.
Everyone has an AP document management problem. But why implement a solution that only solves that one issue for just one department?
Whether you’re the CFO, AP Clerk, Accounting Manager, HR Manager, Sales or IT, you CAN spend less time managing your data.
Attend this webinar to learn about:
- Improving productivity in any department
- Accessing data anywhere, on any device
- Achieving significant cost savings
- Successful DocLink customers
Spend less time managing your data. Register for this webinar to learn how you can connect your people, processes, and data, in every department, for a competitive advantage.
REGISTER HERE.
Please join us for our annual client conference, Stoneridge Connect | Minneapolis 2019! This exclusive event includes informative breakout sessions, an ISV expo and the opportunity to network with the Stoneridge Software team and other Dynamics users just like you.
REGISTER HERE.
Curious about career opportunities at Stoneridge Software? Join us for happy hour at Drekker Brewing Co.! You’ll have the opportunity to meet current team members and do some networking, as well as learn more about current openings, company perks, and our work culture. We have numerous job openings, which include senior-level positions as well as junior-level positions in our New Hire Academy and internship opportunities for college students. If you think it sounds like fun, your right!
REGISTER HERE.
This training will cover Job Cost from Key2Act. The class will run from 8:30 a.m. – 5 p.m. on Tuesday, and 8:30 – Noon on Wednesday.
At completion, attendees will learn:
- Job Cost Overview: Overview and Introduction to the functionality of Key2Act Job Cost. How to Navigate the system and what the Symbols represent What the Process Flow consists of and what the key windows and fields are in the system. How the HELP Menus can assist the end user.
- Creating and Importing Jobs: How to create a job, what are Contract/Billing Types, Selecting Cost codes, Create Bill Codes, Create and Use Job Templates. Attach notes and documents to a job
- Managing Jobs: How to view and navigate the Job Status window and all of the tabs involved.
- Transactions and Adjustments, Estimate Import: How to create an estimate to a job and to create a forecast revision entry. How to transfer a service call to a Job
- Creating a project: How to create a Project
- Month End Job Cost Procedures: How to close the jobs, month and POC process. WIP reconciliation Tool
REGISTER HERE.
If you’re new to Microsoft Dynamics GP, this series of classes will introduce you to the software and show you the basic elements. Throughout the week you will be introduced to the general ledger, payables management, receivables management, and bank reconciliation. Upon completion, you will have full knowledge of the GP financial module and will be able to perform basic and advanced functions.
Day One: Introduction to Microsoft Dynamics GP
This one-day course explores the basic elements of Microsoft Dynamics GP. Topics covered during this session include system and company setup procedures, how to use reports and inquiries, how to use SmartList to expand inquiry and analysis capabilities and tips for the user to personalize Microsoft Dynamics GP to streamline business practices.
Day Two: General Ledger in Microsoft Dynamics GP
This course explores the accounting cycle and the processes required to enter financial data into the system. It covers how to set up general ledger accounts, enter general ledger transactions, and post the transactions. This course also shows how to perform additional functions such as account reconciliation, budgeting, allocation, period-end procedures, and year-end closing procedures.
Day Three: Payables Management in Microsoft Dynamics GP
The one-day Microsoft Dynamics® GP Payables Management course examines the accounting cycle and the processes required to enter vendor invoices and process checks. This course also shows you how to perform additional functions such as adjustments, prepayments, month-end closing, and cash flow control. A thorough understanding of these topics allows for capitalizing on vendor discount dates to reduce accounts payable liabilities and easily select the right vouchers for payment by date, vendor, number, or custom query to control cash outlay. This course also provides guidance on how to define default values that automatically populate data fields and how to gather the information needed to make better business decisions by exploring powerful inquiry and lookup functions.
Day Four: Receivables Management in Microsoft Dynamics GP
The one-day Microsoft Dynamics GP Receivables Management course explores the accounting cycle and the processes required to enter invoices and receive payments from customers. This course also explains how to perform additional functions such as entering credit memos, prepayments, small balance write-offs, print customer statements, enter and void scheduled payments, and month-end closing procedures.
Day Five (half day): Bank Reconciliation in Microsoft Dynamics GP
This half-day course explores the processes required to manage cash receipts, cash disbursements, and other transactions that affect checkbook balances. It also shows you how to perform the checkbook reconciliation process in the Bank Reconciliation module, ensuring the accuracy of your financial data and its relation to your financial institution statements.
This class runs from 8:30 a.m. – 5 p.m. Monday – Thursday, and 8:30 a.m. – Noon on Friday. If you would like to register for a single day class, please email solutions@stoneridgesoftware.com.
REGISTER HERE.
This comprehensive training material provides you with an in-depth view of the extensive functionality contained within the Human Resources and Payroll applications. Besides learning the functionality, you will also learn tips and techniques that can help make an implementation successful, and you will gain a thorough understanding of the HR and Payroll applications and its capabilities. The training material covers the setup of the Payroll and Human Resources modules. It covers the processing of Payroll checks, and the everyday tracking of Human Resources. It also covers the Applicant functionality found in Human Resources so you can track the necessary information to hire quality employees. The training material also discusses the Attendance functionality which can be used to track employee attendance and absences using time codes. The integration of Payroll and Human Resources is also a focus of this training material.
Audience
This training material is targeted toward administrators, implementers, consultants, and end-users who need to understand the technical aspects of using the Microsoft Dynamics GP Human Resources and Payroll modules and want to gain the ability to manage employee and applicant information. Direct Deposit is also covered in this training material. This training material focuses on an integrated Human Resources and Payroll system.
At Course Completion
After completing this training material, individuals should be able to:
– Use Payroll Setup windows to customize the application to organizational needs
– Understand the available global setups that are available in Human Resources
– Set up Benefits and Deductions in Human Resources and Payroll
– Set up Attendance including time codes and accruals and how they are attached to employees
– Create pay codes, deduction codes, benefit codes, taxes and other employee-related items used to calculate Payroll checks
– Assign methods to calculate vacation and sick time for employees
– Process, generate and void Payroll checks for employees
– Use Human Resource Employee windows and be familiar with how they may be used to track necessary data about employees
– Use the Applicant system to better suit your organizational needs
– Use miscellaneous Payroll and Human Resources tools such as Payroll Gross-Up, To-Do Lists, and Compensation Management
– Create Human Resources and Payroll report options and produce desired reports
– Print numerous other Payroll documents such as W-2’s, 1099R’s and others
– Use Direct Deposit instead of generating checks for certain employees
– Close the Payroll year and prepare the system for the next year
Prerequisites
Before attending this training material, it is recommended that individuals have:
Some working knowledge of Microsoft Dynamics GP
Some basic understanding of Payroll law and regulations