Embracing all the financial activities that move through your business – from general ledger to multicurrency management, unlimited budget tracking to electronic banking. Integrated into your entire Great Plains solution means that whether you‘re measuring expenses against revenues, processing intercompany transactions, or managing fixed assets, you can rest assured that financial information is flowing smoothly across your business.

Offering a wide range of reporting tools, integrated with Microsoft Office, and online capabilities that equip everyone in your organization to work at peak efficiency and make fast, effective decisions.

Keep your focus on mission-critical issues
Minimize time spent on routine accounting tasks through automation of general ledger transactions, efficient payment adjustments, comprehensive account-level security, and more.

Improve control over payables and receivables
Manage your expenses more effectively with comprehensive vendor information, payment scheduling and tracking, and up-to-the-minute answers to your current cash flow status.

Count on one version of the truth at all times
Whether you‘re drilling down for detail on invoices or purchase orders, evaluating revenues from your e-commerce site, managing payroll, or processing multi-currency transactions, you‘ll have the power of automatic information updates and seamless integration across your Great Plains solution.

Connect financials with operations across your business
Automate financial processes to work in concert with your entire business solution to unleash efficiency, reduce costs, and improve accuracy. Your inventory will be put to the most strategic use and replenished efficiently. Accountants know who‘s paying on time and who‘s

Improve cash flow and reduce bad debt expense
Monitor, predict and manage inflows and outflows with clear, customizable information views and forecasting capabilities. In addition, you‘ll boost your bottom line with streamlined efficient collections activities, including centralized customer and collections tracking and follow-up.

Maintain precise control over banking activities
Process all of your bank-related activity through a single automated intersection, including cash, check, and credit card transactions, bank account balances, and automated reconciliation. Microsoft Great Plains also enables you to manage your electronic banking in a security-enhanced environment that includes increased protection through check comparison, easy exception handling, and automated transaction matching.

Manage not-for-profit or government operations more effectively
From commitment management to fund management, Microsoft Great Plains offers tools that enable government and not-for-profit organizations to manage grants and budgets in line with goals.

Maintain flexible, precise control over accounting processes and information

+ General Ledger

As the central hub for your organization‘s financial information, Microsoft Great Plains General Ledger applications deliver the agility and control you need to ensure that operations and information align fully with your business goals.

• Improve efficiencies with automated transaction processing and payment adjustments. Users can also quickly verify, annotate, and record transactions, as well as copy, void, delete, or correct General Ledger entries with full audit control.
• Enhance financial controls with complete audit control, definition of up to 367 fiscal periods, and immediate access to high-level as well as deeply granular financial information.
• Organize financial information the way you want with flexible accounting structures and the ability to create Excel-based budget templates and build customized financial reports.
• Perform multi-dimensional analysis of financial, sales, and purchase transactions using fully definable groups and codes, as well as track and categorize highly specific transaction activity.
• Filter account views and avoid errors with Account Level Security. Based on the access rights granted for accounts, employees can enter, edit, and view information for a filtered set of accounts.

+ Analytical Accounting

Analyze financial data by whatever criteria you require, introduce greater reporting flexibility and extensibility, and gain deep visibility into accounting transactions.

• Define the data you want to analyze with user-defined transaction dimension codes and account classes.
• Enable deep views and analysis of accounting transactions by organizing data hierarchically and manipulating multi-level reports in Microsoft Office Excel.
• Analyze transactions across your entire organization with seamless integration across Microsoft Great Plains General Ledger, Receivables, Payables, Inventory, Sales Order Processing, Purchase Order Processing, and Bank Reconciliation.

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Connect and streamline processes across your business

+ Intercompany (with Interfund Acounting)

Reduce administrative overhead and increase the business value of financial data with streamlined, automated transaction processing that lets you exchange funds across accounts and companies in your organization.

• Simplify management of single-use or recurring transactions across companies, with unlimited flexibility to define intercompany relationships and streamline account distributions per journal entry.
• Improve transaction control with automated processing and posting of transactions for review before posting through to General Ledger.
• Efficiently transfer balances across accounts, divisions, and companies without the stress of manual entry and reconciliation processes, and eliminate worry about missing transactions or posting errors with automatic transaction analysis.

+ eExpense

The world‘s leading Web-based travel and entertainment (T&E) solution, eExpense automates each step of the expense management process – from expense report preparation and approval to policy compliance, reimbursement, and data analysis.

• Streamline expense management processes by enabling employees to create and submit expense reports online, or to create ofline reports and transfer them to eExpense the next time they go online.
• Automate expense processing by submitting expenses against pre-configured or custom cost centers mapped to General Ledger accounts, with e-mail based approval that speeds reimbursement.
• Streamline receipt management with electronic attachment of faxed receipts to eExpense reports, and eliminate physical storage costs by storing receipts online.

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Put information to work across your business

+ Deep Microsoft Office Integration

Quickly access and analyze information from across your entire business with the business productivity applications you already know and use.

• Export and import budgets to and from Microsoft Office Excel through an interactive wizard. Excel-based budgeting allows you to quickly and easily create a default budget template complete with accounts, descriptions and default amounts.
• Highlight your financials with the ability to transform Microsoft Great Plains information into Microsoft Excel pivot tables and charts with a single click.
• Keep working in Microsoft Office applications, with the ability to drill back instantly to customer, employee, vendor, and product information contained in Microsoft Great Plains.
• Create, display, and save data views from across your business using Smart List inquiries, and then easily export inquiries to Microsoft Word or Excel for use in mass mailings or for further analysis.

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+ Reporting tools that get the right information to the right people

Microsoft Great Plains offers robust, flexible analytics applications that equip decision makers with the critical details they need to measure financial health and drive profitable performance.

• Easily create, update, and modify all the reports and forms your business uses with Microsoft Great Plains Report Writer, as well as use flexible scheduling and delivery options to publish reports.
• Build customizable financial reports with Microsoft Business Solutions for Analytics FRx®, including personalized packages that consolidate Microsoft Office documents, Microsoft FRx Reports, Crystal Reports, and other formats into a single file for delivery to decision-makers.
• Meet demanding group reporting needs by tailoring data collection and reporting processes with Microsoft Enterprise Reporting, and deploy flexible budgeting processes business-wide with Microsoft Forecaster.
• Empower decision makers to quickly assess performance by delivering online, personalized views of critical business metrics with Key Performance Indicators for Microsoft Business Solutions Business Portal.

Drive financial health with proactive management

+ Cash Flow Management

As a financial manager, your decisions need to be based on information that‘s up-to-date, complete, and accurate. Cash Flow Management enables you to view daily, weekly, and monthly inflows and outflows from a friendly, calendar-based interface.

• Access business-critical information quickly, with clear, customizable views and extensive drill-down capabilities.
• Optimize financial decision making with forecasts based on what-if scenarios that can incorporate information from other Microsoft Great Plains applications, posted and unposted transactions, and different opening balances.
• Predict and understand anticipated cash flow to identify any shortfalls and surpluses, make smarter investment decisions, and improve your day-to-day financial planning.

+ Collections Management

Improve cash flow and reduce bad debt expense with centralized customer information management, automated tracking for overdue payments, and targeted delivery of collections notices that reach the right customers at the right time.

• Reduce bad debt expense by centralizing customer contact and collection functions and targeting overdue accounts..
• Minimize administrative workload for collections by automating correspondence, e-mail, statements, and invoices for customers, freeing staff resources for other tasks.
• Increase sales productivity by feeding collection contact notes and other customer details back to the sales force.
• Improve cash flow with streamlined, customizable, and highly efficient collections activities.

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Take advantage of a solution that goes beyond account management

+ Multicurrency Management

Efficiently comply with international currency standards, instantly adjust to changing rates and conditions, and enable employees to manage statistics and accounting operations with minimal administrative effort.

• Realize gains and losses for sales and purchases to automatically track the effect of currency changes over the life of a transaction.
• Get immediate insight into international business performance with customizable financial reports.
• Simplify transaction processing and improve its quality with default rates for specific customers, vendors or accounts.
• Facilitate audits and allow for after-the-fact transaction entry by tracking time and date of exchange rates.
• Extend multicurrency capabilities as needed to General Ledger, Intercompany, Receivables and Payables, Bank Reconciliation, and other financial management applications.

+ Fixed Asset Management

Maximize the value of capital expenditures by analyzing, and manipulating fixed assets with tools that provide immediate access to critical information, extensive tracking capabilities, and multiple depreciation options.

• Save time and expense with easy setup and the ability to create and manage an unlimited number of books of assets, including corporate, federal tax, alternative minimum tax, and more.
• Share information with standard reports such as depreciation ledgers, property transfer, inventory list, and asset retirements. Or, create customer reports using SmartList, Report Writer, and Crystal Reports.
• Simplify depreciation with any of 16 depreciation methods.
• Control physical inventory and asset movement with location IDs for comprehensive tracking.

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Keep a firm hand on banking activities

+ Bank Reconciliation

Manage your banking transactions through a single, automated intersection. All bank-related activities for your business flow back to Bank Reconciliation from across Microsoft Great Plains, making it easy for you to maintain tight control of information and processes.

• Reduce administrative costs and improve your ROI with streamlined processes and intuitive tools for reconciling multiple accounts on a regular basis.
• Speed up transaction entry and processing with flexible defaults, customizable views, and intuitive tools for reconciling multiple accounts on a regular basis.
• Help ensure accountability with complete transaction tracking, point-in time checkbook balance inquiries and full audit trail reports.

+ eBanking

Automate your critical banking activities and interact electronically with your bank with comprehensive tools that help reduce administrative costs, increase productivity, and improve cash management-in a security-enhanced environment.

• Automate reconciliation of transactions and adjustments with electronic account information, easily manage exceptions, and interact with your bank over any communications link.
• Transfer payments to vendors and employees or across accounts by transmitting your payables to the bank once you've processed them.
• Add Positive Pay functionality with SafePay, including daily exporting of checks for comparison by the bank upon presentation.
• Process and match transactions from the lockbox file provided by your bank, and reduce effort by setting up multiple lockbox profiles, with easy mapping of key fields in the lockbox file to the appropriate field within Accounts Receivable.

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Successfully navigate the critical meeting point - costs and revenues

+ Receivables Management

Microsoft Great Plains offers you much more than streamlined, automated receipts processing - with Receivables Management, you can also track and analyze customer activity to enhance your sales process and increase profitability.

• Save time and reduce the potential for costly errors by automating receivables processing while maintaining full control.
• Improve your sales results with comprehensive, customizable trend and performance analysis.
• Enhance your profitability by shortening receivables cycles, fine-tuning product and service offerings, and creating a predictable cash flow.
• Improve customer satisfaction and retention with customized information, history, and notes.
• Alleviate administrative workload with the Refund Checks module, which automatically creates debit memos and automates the process of writing refund checks.
• Define relationships with existing customers who are also vendors by applying open debit and credit documents against each other, consolidating current balances in both Payables and Receivables Management.

+ Payables Management

Payables Management effectively links your purchasing systems to General Ledger, and enables you to manage your expenses with complete vendor information and cash-saving automation of both routine and complex tasks.

• Minimize expenses and increase staff productivity with intuitive transaction entry, customizable automation of processes, and complete payment tracking.
• Manage vendors effectively and negotiate better prices with access to complete histories and instant recall of billing, payment, discounts, and other information.
• Simplify deferring payments or costs over multiple periods and automate vendor installment payments.
• Manage payables control accounts by reporting segments, with automated reconciliation and a true picture of amounts owing by segment value.

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Meeting the needs of public sector organizations

With specific controls, rules, and regulations, not-for-profit and government organizations face the challenge of meeting exceptional budget constraints and accountability. Microsoft Great Plains can meet those requirements, so that you can keep your focus on delivering services that meet public needs rather than on your accounting processes.

+ Interfund Accounting

Fund accounting can be a challenge for not-for-profit organizations - transferring balances across accounts is error-prone, and staff can spend too much time juggling manual entry and reconciliation processes. Microsoft Great Plains offers Interfund Accounting functionality within Microsoft Great Plains InterCompany, ensuring easy management of interfund transfers and the assurance that account balances stay accurate and up-to-date.

+ Control Account Management

When your organization is equipped to manage payables control accounts by segments, you not only save valuable time, but also gain a detailed picture of your finances that lets you meet demanding reporting requirements. Control Account Management functionality within Microsoft Great Plains Payables Management enables you to monitor payables at a granular level and eliminate the need to manually reconcile reporting segments.

+ Encumbrance Management

Keep your focus on utilizing budgets effectively, rather than on tracking expenses and worrying whether you've exceeded limits. With Microsoft Great Plains Encumbrance Management, not-for-profit organizations can proactively manage and adhere to budgets, streamline period-end reporting processes, and monitor encumbrances from any point in time.

+ Commitments

Gain the flexibility you need to manage budget commitments without halting purchase order processes. Commitments functionality in Microsoft Great Plains Requisition Management lets you take advantage of online capabilities for tracking and managing commitments against online purchase order requisitions.

+ Grant Management

Accurately track grant costs, remain accountable to your sponsors, and meet specific guidelines and regulations. Microsoft Great Plains Grant Management helps ensure budget integrity for every dollar spent, and helps you achieve the successful project outcomes that increase your chances of future awards from new and existing sponsors.

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