• Overview
• Outline
• Schedule

About This Course

The one day Microsoft Great Plains General Ledger II course explores the accounting cycle and the processes required to enter financial data into the system. As well, this course will show you how to perform additional functions such as intercompany transactions, using organizational structures, account level security, and year-end closing procedures.

A thorough understanding of these topics allows you to streamline monthly and year-end closing processes by learning how to automate routine activities such as reports. In addition, processes and functions that can increase efficiency and accuracy in the daily procedures will be explored. This course will also teach you how to maximize your reporting and analysis capabilities with inquiries and reports that can be customized to meet your specific business needs. You will learn tips for troubleshooting and maintaining data integrity.

Audience Profile

Customers who would like a more in-depth understanding of the Microsoft Great Plains system.

The class is targeted toward data entry clerks, administrators; office managers, CEOs, and consultants who need to understand the technical aspects of Microsoft Great Plains General Ledger and gain foundational knowledge of the application functionality.

Prerequites

Before attending this course, students must have:

• Financial Series I course or equivalent working experience with Microsoft Great Plains

At Course Completion

After completing this course, students will be able to:

• Customize General Ledger posting settings.
• Identify how data flows through the General Ledger Work, Open, and History
• Tables.
• Maintain records easily and efficiently, utilizing a variety of functions.
• Troubleshoot your General Ledger data.
• Create and maintain budgets using Microsoft Excel-based Budgeting.
• Configure and use Organizational Structures to apply account level security.
• Setup Intercompany to automate intercom any transactions.
• Use Inquiries, Reports, and SmartList to easily access and customize financial information to meet your company's needs.
• Maximize easily customized reporting through Smartlist.
• Perform the period-end and year-end closing procedures.