WHAT’S NEW IN gp2010

1. Amber J. Bell Training and Implementation Specialist CAL Business Solutions Inc. Microsoft Dynamics GP Partner 860.485.0910 ext. 3112 amberb@calszone.com WHAT’S NEW INgp2010

2. Welcome to CAL’s What’s New in GP 2010 Event!!

3. What’s New In: • Financials: • Budget Transactions • Consolidate Multiple Budgets • Reporting Ledger Functionality (Works with IFRS) • Clear Amounts in GL Recurring Batches • Receivables • Recurring Cash Receipts • Negative Cash Receipts • Emailing of AR and SOP Documents • Ability to Format and Change Forms in MS Word

4. Continued • Receivables Management • E-mail Receivables Documents (not statements) • Updates to RM EFT • Recurring Cash Receipt Batches • Lockbox Enhancement • Negative Cash Receipt • Payables Management • E-mail Vendor Remittances • Select Checks Enhancements • Additional Restrictions Functionality • Restrict Invoices by Expired Discount Date • Vendor Workflow

5. Continued • System • Customizable Metrics using SQL Reporting Services • Visible “Cues” for Reminders • Integration with Office Communicator • Better Integrations with CRM and CRM Online • Customizable Navigation Lists • E-mail Documents • Vendor Workflow

6. Continued • Analytical Accounting • Security for user creating dimension code on the fly • Integration with US Payroll • Not For Profit • Control Account Management for Receivables • Encumbrance Options for Workflow/PO Approvals

7. Microsoft Dynamics GP 2010Financial Features • General Ledger • Budget Transactions • Consolidate Multiple Budgets • Reporting Ledger Functionality (works with IRFS) • Clear Amounts in GL Recurring Batches

8. Reporting Ledgers IFRS Compliant Data Local Compliant Data IFRS LOCAL Transactions Unchanged by Ledger BASE

9. GL Budgeting • Export Budget to Excel • Combine Budgets • Budget Transactions

10. Demo

11. Receivables Management • Recurring Cash Receipts Batch • Negative Cash Receipts • Receivables Management EFT • Use EFT File Format • Receivables EFT Setup Options • Combine multiple EFT payments into single EFT file

12. Demo

13. Payables Management • Vendor Workflow • E-mail Payables Remittances • Payables Select Checks

14. Demo

15. Collections Management • Display Unposted Cash on Collection Main • E-mail Enhancements • Reply to Address • Use e-mail address on customer • Collection Letters by Address ID

16. Continued • Collections Management • Display Unposted Cash on Collections Main • Display Collections Reminders on Home Page • Print Collections Letters by Address ID • Collections Note Display on Navigation Lists • Reply to E-mail Address Option • Use E-mail Address from Customer Address ID • Collections Go-To Options in RM/SOP SmartLists • Open Note or Create New from Inquiries

17. Demo

18. Report Templates and Emailing • Report Templates • Feature Overview • Printing Templates • Template Modification & Assignment • Configuring Templates • Email • Feature Overview • Customer/Vendor Configuration • Sending Documents in E-mail • Q & A

19. Dynamics GP Report Templates

20. Report Templates Overview • Integration with Microsoft Office Word • Over 20 templates enabled upon install of Microsoft Dynamics GP 2010 • Create/Modify in Microsoft Office Word • New Microsoft Dynamics GP Add-in for Microsoft Office Word • Support multiple templates for each Report Writer report • Supports modified/alternate reports • Report destination enhancements • Support for .docx, .xml, and .html file types

21. Templates Available in GP 2010 Customer facing documents • SOP Quote • SOP Order • SOP Invoice • SOP Fulfillment Orders • SOP Packing Slips • Receivables Transactions • Customer Statements

22. Templates Available in GP 2010 Vendor facing documents • Purchase Orders • Payables Transactions • Check Remittance

23. Templates Simplify Reporting Company 1 Modified Report 1 Print Invoice with Company 1 Logo Report 1 Company 2 Modified Report 2 Print Invoice with Company 2 Logo Modified Report 3 Company 3 Print Invoice with Company 3 Logo

24. Demo

25. Dynamics GP E-mail Documents

26. E-mail Features • Embed/Attach Options • Multiple Attachments • .XPS, .PDF, .DOCX, .HTML • Multiple Addresses • Historical Record of E-mail • Pre-defined Message Templates • Direct Replies to a Specific Address

27. What are We Sending? • Leverages Word Forms Feature • Documents to Send • Quote, Order, Fulfillment Order, Invoices • Receivables Transactions • Purchase Orders • Vendor Remittances • Supports .PDF, .XPS, and .DOCX • Supports HTML Embedding of Document

28. Where are We Sending From? • Send from the Following Areas: • Transaction Entry • Document Print Options • Transaction Inquiry Zoom • Print Sales Docs/Print Purchasing Docs • Lists • Remittances

29. System Requirements • Microsoft Dynamics GP2010 • Microsoft Office Word 2007 • Send XPS and PDF • No Microsoft Office Word requirement if… • Send .DOCX • Viewing a file in Word

30. Demo

31. System Changes • Customizable Metrics using SQL Reporting Services • Visible “Cues” for Reminders • Integration with Office Communicator • Better Integrations with CRM and CRM Online • Customizable Navigation Lists • E-mail Documents • Vendor Workflow

32. Business Ready Enhancement PlanFor Microsoft Dynamics Upgrades and Updates Vendor Relationship RoleTailored Usability Platform Integration Customer Satisfaction • Regulatory Compliance • Tax Updates • Protect List Price • Transition Investment • Support Lifecycle • 5+5 years Unlimited Training 24x7 Self-Help Support Upgrade Service Center Knowledgebase Communities Protect Your Investment Increase Your Productivity Maximize Your Value

33. How to Contact CAL Central Support Desk • Call: (860) 485-0910 ext. 4 • Email: support@calszone.com • Online: www.calszone.com