GP Controller Series: Index

I’m working on a new series of posts highlighting leading practices geared toward the Controller position and Dynamics GP. I’ve had this idea in my head for a while. I was thinking of it as a book, but I’m not sure that’s going to happen so I’ve decided to tackle this as a series of blog posts. Call it “the book that never was”.

The first installment is 12 tips over 12 weeks and this page will hold links to each element.

As a controller, the job isn’t to process accounting transactions, the job is to facilitate accounting done by your team to ensure that it is accurate, timely, and efficient. In that spirit, these leading practices will be broader and focus on features and techniques designed to make your use of GP more accurate, timely, and efficient. I may link to step-by-step instructions for reference but as a controller, that’s not the job. The job is to oversee and use others like your team, your VAR, IT, an internal champion, etc. to get the job done, not do it yourself.

Over the next 12 weeks we’ll cover:

Financial

• Improving Period-End Reconciliation
• Assigning Responsibility for Reconciliations & Roll-Forwards
• Addressing Period End Adjustments
• Improving Bank Reconciliation
• Providing Consistency with Dates and Corrections

Fixed Assets

• Improving Fixed Asset Month End

Distribution

• Inventory Reconciliation: Stock Status vs Historical Aged Trial Balance
• Addressing Use Tax
• Reconciling Accrued Payables with Received Not Invoiced

Security

• Keys to Role Managment
• Improving processes with Workflow

Principles

• The Value of an Internal Champion

Links will become available here as each article goes live.