Receivables Management in Microsoft Dynamics GP 2013 Training

Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

Receivables Management in Microsoft Dynamics GP 2013 Training Course Overview

Receivables Management in Microsoft Dynamics GP 2013 training explains the usage of the software in executing the process of entering the invoices and receiving payments from the customers. Under the expert guidance, candidates will learn how to evaluate the credit worthiness of the customer before granting or extending the credit. The hands-on exposure will explain how to perform the operations such as enter the transactions details and schedule payments, manage records and view receivables data, transfer sales commissions, write offs documents, fiscal year or month end procedures and print customer statements.

Upon the completion of the training, you will inculcate the following skillset:

  • Personalize and configure Receivables Management as per your business needs and group of customers
  • Manage different types of entries and payments including receivables transaction, credit memo, cash receipts, receivables scheduled payments, and more
  • Modify and delete records to manage the changes made in receivables transactions
  • Execute aging process and finance charges
  • Reconcile Receivables to General Ledger
  • Perform the procedures executed at the end of fiscal periods
Target Audience

This course is intended for the candidates interested in learning the features and functionality of Microsoft Dynamics GP Receivables Management.

Prerequisites

The candidates must have a sound understanding of accounting principles and working exposure of Microsoft Windows can get the best out of this training.

Instructor-led Training Live Online Classes

Suitable batches for you

Nov, 2024 Weekdays Mon-Fri Enquire Now
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Receivables Management in Microsoft Dynamics GP 2013 Training Course Content

1. Overview and Setup Procedures

  • Features and Benefits
  • Setup Procedures
  • Receivables Management Setup
  • Receivables Setup Options
  • Sales Territory Maintenance
  • Salesperson Maintenance
  • Customer Class Setup
  • Customer Maintenance
  • Customer Maintenance Options
  • National Accounts Maintenance
  • Refund Check Setup
  • Sales Email Setup
  • Beginning Balances

2. Daily Procedures

  • Transaction Entry Overview
  • Receivables Batch Entry
  • Receivables Transaction Entry
  • Enter Receivables Scheduled Payments
  • Enter Cash Receipts
  • Apply Posted Transactions
  • Enter Refund Checks
  • Batch Recovery

3. Maintaining Records

  • NSF Checks, Voiding, and Waiving Posted Transactions
  • Change and Delete Records
  • Edit Receivables Transactions
  • Remove History
  • Reconcile
  • Perform an Inquiry
  • Reports

4.Period-End Processing

  • Period-End Procedures Overview
  • Aging Process
  • Finance Charges
  • Print Statements
  • Reprint Statements
  • Paid Sales Transactions Removal
  • Other Period-End Procedures
  • Reconcile Receivables to General Ledger
  • Year-End Routines

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Receivables Management in Dynamics GP Training (MCQ) Assessment

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Receivables Management in Dynamics GP Corporate Training

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