Dynamics GP Receivables Management

Days: 1
  • Dynamics GP Users
  • Controllers
  • Accounting Managers
  • Finance Clerks

Course Description

This course teaches students how to use the Microsoft Dynamics GP Receivables Management module, including credit memos, prepayments, small balance write off, printing customer statements, entering and voiding scheduled payments, and month-end closing procedures. Students will also learn how to set terms for calculating document discount dates, use balance forward and open-item statement, and to apply any mix of the comprehensive service and finance charges available.
During this course, students will cover the following topics:
  • Receivables Setup Options
  • Set up and maintain customer records, including customer classes
  • Set up salespeople and territories
  • Entering and posting sales transactions
  • Review Scheduled Payments
  • Handling cash receipts
  • Managing NSF cheques and voiding transactions
  • Aging customer accounts
  • Assessing finance charges
  • Printing statements and other reports
  • Creating and printing invoices for customers
  • Applying payments to customer accounts
  • Completing period-end procedures
Location: Training will be held at our corporate head office located at 6 Antares Drive, Phase 1, Suite 200 (corner of Hunt Club Rd and Antares Dr).

Cost: $600 for 1st company registrant. $550 for each additional registrant.

Vouchers: 2/person

Upcoming Live Sessions:

There are currently no live training sessions scheduled. Contact us for live one-on-one-training options.

To register for this event, or to inquire into this course, please email crgroupacademy@crgroup.com

CRGroup Academy: Local Training in Microsoft® Business Solutions

Organizations make a significant investment in the business technologies you use every day. Corporate Renaissance Group has developed a training curriculum, offered through CRGroup Academy, to help employees make the most out of that investment.

At CRGroup Academy, you will:

  • Participate in classroom training, led by a subject matter expert
  • Be provided with training computers/workstations
  • Receive comprehensive course materials in soft-copy format
  • Obtain a course completion certificate that may be used towards Continuing Education Credits
  • Enjoy complimentary refreshments (lunch is also included with full-day courses)

Goal: Our team of experts will give you the knowledge and tools you need in order to maximize your organization’s technology investment.

Custom Training Solutions to Suit Your Needs

At CRGroup, we are committed to delivering world-class training to Microsoft solutions users. We can deliver custom training programs and courses to suit your needs. Please send us an email to inquire further about our custom training solutions.