Microsoft Dynamics GP Receivables Management


Are You Managing Your Customers?…

Duration: 1 Day


This course will cover entering invoices, credit notes and payments using a variety of methods. You will also learn how to access detailed customer information and data through the use of enquiries or reports.


Prerequisites: Windows knowledge. Introduction to Microsoft Dynamics GP


Who should attend: Data entry clerks, administrators, office managers, CEOs, and anyone needing to understand Receivables functionality.


What you will learn:

  • Discuss the fundamental concepts in Receivables Management.
  • Use the setup windows to discover how Receivables Management has been personalised for your business.
  • Create and manage debtor master records including the identification of key fields required by your organisation.
  • Create, edit and post invoices. Enter cash receipts and apply cash receipts and credit notes.
  • Apply posted receivables transactions to one another.
  • Create refund cheques by linking Receivables Management to Payables Management.
  • Void a Posted Receivable Transaction.
  • Perform a range of enquiries using various windows to obtain relevant information.
  • Perform month end processes, including: aging, removing paid transactions, write-offs and producing statements.
  • Print a variety of reports to view information including the use of date ranges, report groups, smartlists, and adding report options to My Reports.
  • Reconcile Receivables Management to the General Ledger.
  • Configure National Account relationships between parent and child Customer IDs if required.
  • Perform debtor/creditor consolidations if required. 
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