Microsoft Dynamics GP 18.6 October Release

Microsoft has scheduled dates through November when details of each new feature will be released. You can view feature blogs and the upcoming schedule here. We encourage you to review the benefits in the 18.6 release:

• Financial Summary Inquiry Redisplay
• Reverse Fiscal year end close by Company
• Customer Statements display open items
• Email/Reprint Vendor Remittance with customized message fields
• ALL Payables 1099 forms print with LINES and BOXES!!
• Print Cash Receipts and email - enhanced
• Drop Down List Selection for Batch Source Navigation Lists
• Print Sales Order Processing blank picking ticket template
• Set Unit of Measure from the PO Requisition to the Purchase Order
• Format Workflow emails with item decimals
• Project Time and Expense Workflow My Expenses/ Delegates List
• Project Time Expense Workflow my Timesheets List
• Payroll Year-End Wage Report Formatting
• Letter Writing Assistant Expiring Test in Human Resource
• Letter Writing Assistant Final Notice Collection Letter
• Completely Delete Document Attachments
• Shared Mailbox with Multi-Factor Authentication (MFA)
• Modern Authentication - Single Tenant App Registration

Keep an eye out for the What's New in Dynamics GP Year-End Update announcement. We will communicate new GP features and enhancements included in the upcoming release as we receive updates from Microsoft.

Microsoft Dynamics GP is under the Modern Lifecycle from Microsoft. This means there will be at least three updates a year in January, June/July and October. Each release includes new features that can improve your business.

Companies that are active on their enhancement plan receive these releases at no extra license cost. In some cases, new features can replace additional tools you have added with their own license costs. 

We encourage you to review the benefits in this new release:

• GP 18.5 now supports Windows 11, SQL Server 2022, and Windows Server 2022. BUT drops SQL Server 2014 as a supported database.
• You can now choose to Filter selected Navigation Lists by Batch ID or Batch Source as well as add the display to the navigation list information.
• Enhanced ‘redisplay’ function within the Checkbook Balance Inquiry window (Checkbook) when doing a Bank Reconciliation
• You can choose to have Dynamics GP post an EFT or Credit Card batch in summary to Bank Reconciliation
• Print and Email POP Documents at the same time
• Auto Post a batch once the Email Approval Workflow is completed
• Users can change the sort for the Account Category Lookup and Search
• Print or email Cash Receipts documents
• Set a scheduled time to run Check links

18.4 (AKA GP 2022) New Features

Financials 

• Update account descriptions using Mass Modify
• Summary Post Accounts Receivables Cash Receipt through Bank Reconciliation
• Scroll through Account Segments
• Payables 1099 Default to Single Feed (USA)
• Payables 1096 form print email address (USA)
• Default Inquiry sort Options (AP, AR, BR)

Distribution Features 

• Update Project and Contract Numbers
• Save Filter Settings for All-In-One
• Use GOTO from SOP Inquiry to SOP Trx Entry
• Human Resource & Payroll (USA-only)
• SafePay - employee name from check (USA)
• Masking Employee Social Security Number on W2 (USA)
• Copy and Paste Payroll Transactions from Excel (US Payroll)
• Saving Payroll Batch default in Transaction Entry (US Payroll)

New System & Workflow 

• Auto Post Workflow for complete end to end process
• Visibility for Table Changes
• Workflow Maintenance Remove Carbon Copy
• Workflow Approver Count
• Reminder 18.3 included updated security to support 2FA (two-factor authentication) and the new 'MORE-Secure' TLS 1.2 standards for connecting Dynamics GP to Office 365 for email and other functions

Version 18.3.xx (AKA GP 2021) New Features

• Bug fixes and feature changes requested by GP customers.
• Maximize GP Report on "print to screen" rather than resizing.
• Add User-Defined field to Payables Transaction Entry
• Reconcile GL option: Reconcile all years at once
• Limit Excel Copy/Paste Decimals Places to Currency Setup controls
• Add DBA Name field on Vendor Maintenance and 1099 MISC form updates. (Cool, can be rolled back to GP 2016 via table change)
• Copy/Paste into Payables Transactions
• Mask SSN on HR reports
• Full resolution for the Office update causing fall 2020 Word template errors

Version 18.2 (AKA GP 2020) New Features

Financials

• LONG DESCRIPTIONS FOR PAYABLES - There is a new option in Payables Setup for very long descriptions of up to 200 characters. 
• EXPAND THE VIEW OF FISCAL PERIODS - The window display length of the fiscal periods window is extended to give you an expanded view of the fiscal periods.
• SHOW USER WHO POSTED FOR JOURNAL ENTRY INQUIRY - The Journal Entry Inquiry window now has a new field that shows the user who posted the entry. 
• ADD CLASS ID TO FIXED ASSETS TRANSFER - The Class ID is now part of the scrolling window.
• DOCUMENT ATTACH AVAILABLE IN BANK RECONCILIATION
• VISUAL CUE FOR EFT VENDOR ON EDIT PAYMENT BATCH
• SHOW CHECK NUMBER IN APPLY SALES DOCUMENT WINDOW

Payroll

• PAYROLL OPTION TO NOT INCLUDE ADDITIONAL WITHHOLDING
• PAYABLES INTEGRATION TO PAYROLL ENHANCEMENT - You can specify a remittance address ID for vendors for use when creating the invoice from Payroll. 
• A NEW PAYROLL INTEGRATION TO PAYABLES EDIT LIST REPORT IS NOW AVAILABLE FROM POSTING SETUP. This includes Deduction/Benefit Quick Assignment functionality.
• EMPLOYMENT HISTORY REASON FOR CHANGE FOR ALL DATES - The Reason field now captures the reason for the change to an employee’s information when the hire date, adjusted hire date, or last day worked fields are entered or edited in the Employee Maintenance window. 
• PAYROLL REPRINT PAY STATEMENTS BY AUDIT CODE - You can now reprint pay statements for an entire check run. 

Workflow

• USER SECURITY WORKFLOW - You can now set up a workflow for editing or adding user security.
• USER WORKFLOW - You can now set up a workflow for editing or adding users.
• SECURITY ROLES WORKFLOW - You can now set up a workflow for modifying security roles.
• SECURITY TASKS WORKFLOW - You can now set up a workflow for modifying security tasks.
• EXPORT AND IMPORT WORKFLOWS - You can now export a workflow to a .json file. Then you can copy that to another workflow or another company.
• CHANGE APPROVER FOR ACTIVE WORKFLOW TASKS - In the new Edit Workflow Approver window, the manager of that workflow can modify who a task is assigned to. 
• VENDOR APPROVAL ENHANCEMENTS - The vendor approval workflow has changed for you to submit to workflow if the vendor hold status changes, or when the document attaches status updates for the vendor.

System Enhancements

• DATE OPTIONS IN SMARTLISTS - Users do not need to change dates in search criteria. You can now view by:
• Prior Month
• Prior Period
• Next Month
• Next Period
• SORT COMPANIES IN USER ACCESS SETUP - In the User Access Setup window, you can change the sort order of the companies that the user can access by company name or company ID.
• FILTER INACTIVE USERS IN USER ACCESS SETUP - Specify if you want to include inactive users in the User Access Setup window. 

Top Features Requests

• COPY REPORT OPTION - You can now copy report options from another report to a current report, make changes, and save changes.
• FILTER ITEM STOCK INQUIRY BY DATE - You can set date filters in the Item Stock Inquiry window to restrict the view. Choose Redisplay to filter data based on the From and To dates. 
• EXCLUDE INACTIVE ITEMS ON ITEM PRICE LIST - You can now specify if you want to exclude inactive items from the Item Price list.
• MINIMIZE TRANSACTION WHEN GO TO IS SELECTED FOR PO - The transactions window is minimized when you choose Go To for a PO when you receive a warning that a PO exists for that vendor.
• SAVE SETTING FOR HOW TO SHOW NEW POS - You can now specify what happens when a new PO is created with the following three options:
• Show the message that new purchase orders have been created so the user can open the Purchase Order list,
• Not show the message and just open the Purchase Order list, or
• Not show the message and not display the Purchase Order list.
• INACTIVE FIELD ADDED TO ITEM SMARTLIST - A new field, Inactive, is added to the default Item SmartList. You can add it as an available column to other SmartLists that are based on the Item list.
• SHOW THE USER ID IN THE ITEM MASTER TABLE - Write the User ID to the item record when added or updated. You can add the field as a column in Item SmartList query.