Reconciling strategies for Dynamics GP

Upon completion of this webcast, attendees will be able to:

• Apply reconciliation best practices to ensure accuracy and consistency in financial reporting within Microsoft Dynamics GP.
• Leverage key tools such as PSTL and Reconcile to GL to streamline reconciliation workflows.
• Explain the relationship between general ledger (GL) accounts and sub-ledger reporting for improved financial clarity.
• Utilize Account Rollups and Management Reporter (MR) to identify and resolve discrepancies in financial data.
• Implement structured methodologies to maintain financial integrity and reduce reporting errors.
• Optimize the financial close process by adopting techniques that reduce days to close and improve operational efficiency.
• Troubleshoot variances effectively using practical strategies and tool-based insights.

CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credit for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group internet-based
Field of study: Accounting
CPE: 1.0 credit per webcast