Portfolio Category: GP Add-ons

Finance and Cost Accounting

Functional Consulting – Finance and Cost Accounting  

I work closely with the multi-functional team or teams that the project touches to analyze how Microsoft GP Dynamics (and/or partners) can be used to deal with the challenge that a department or company faces.

The teams usually include representatives and experts from Logistics, Management, Finance, and Procurement, as well as experts who are end-users from each area. A key function is to go beyond ‘coding’ and ‘tech support’ and to provide a bridge for each of the other parts of the company to cross over and build a stronger interdisciplinary solution.

I thoroughly understand Dynamics and how to use the functionality of the modules to match business successfully and compliance needs such as SOX Compliance. The depth of Dynamics’ capability enables me to map business processes to the software and deliver the results outlined from the beginning of our work together.

  • Build Dashboards to Manage by Exception
  • Team Accountability with CFO and Finance Department members
  • Chart of Accounts set up
  • Workflow and Project Management set up
  • Cash Flow Statements design
  • Projections design reports
  • Month-end /YTD / Year-end Close Processes
  • Account Balance Control (Real-Time)
  • Fixed Assets and other accounting report suites (e.g. depreciation, disposals, capital projects, etc. ) under the direction of the CFO

Dynamics Modules
  • Bank Reconciliation
  • EFT
  • Multi-Currency
  • Inter-company Reconciliation
  • Budget Setup
  • Budget vs Actual Reports
  • Tax Setup (Canadian and US) e.g. GST, HST, State Sales Taxes

Technology – Internet Provider

Midcontinent Communications (A ComCast company) 

Sioux Falls, SD (USA)

2007 – 2013

Dynamics GP  Functional/Technical Lead 

Upgrade and Conversion

Upgrade from GP 8 to GP 10 and GP 10 to GP 2010

Data migration from obsolete 3rd party modules to new modules; including data mapping, test plans, and creation of user manuals.

Dexterity customizations to GP’s payables and financial modules to integrate 3rd party billings and to integrate GP with the AS400 Cable Billing System.

Customer Reports include:

  • Inventory turns versus on hand
  • Custom trial balances
  • Custom balance sheet – P&L
  • Income statements in Excel,
  • PO’s overdue 
  • HR reports on statistics and user activity

Microsoft CRM 4.0 with Scribe integrations to GP for marketing and customer service tools for business development , TV advertisers and sales reps.

Process Engineering

Led the implementation of Acellos bar-code software to change from a manual picking, packing, and receiving process to an automated process, saving an estimated seven staff persons or about $210,000 per annum with process re-engineering.

Custom programming using Modifier, VBA, VB.NET, T-SQL, SRSS and Crystal Reports to customize GP 10 to enforce business rules, create applications or enhance the experience.

Manage SQL Server 2008, including database backups, admin, upgrades, service packs as well as create Stored Procedures in T-SQL, views, tables and SQL Reports.

Technical Support

Daily functional technical support for a 90-user community in all modules (listed at right margin). Troubleshoot and problem solving of general errors, financial misbalancing problems, inventory issues and more.

Support Doclink document imaging and workflow system, integrated to the payables module.

Created requirements and functional specifications documents for custom software development work within GP.

Reporting and Management

Projects include constructing a capital reporting workflow, expense reporting tool for all departments and  financial / inventory and sales analysis reports.

Development of Full life-Cycle GP processes from year-end closings, fiscal year-end closings, setup of all modules listed, and maintenance of the system with service packs and hotfixes.

Implementation of bar-code software and wireless terminals for inventory management and serialization to increase order fulfillment and receiving accuracy and speed.


Customer Reports include: inventory turns versus on hand, custom trial balances, custom balance sheet, and P&L, income statements in Excel, PO’s overdue,  HR reports on statistics and user activity.

State Government

State of Arkansas (Department of Workforce Services)                          

Little Rock, AR (USA)

Feb. 2010 – Aug. 2010

System Migration

Business Analysis – ERP Implementation (GP 2010)   

Migration ERP systems from COBOL, AS400, Excel and Access into a new GP 2010 install using VB.NET and SQL Server 2008

Business Analysis Processes

Business analysis processes to understand current systems and business processes and translate to a fit-gap / requirements document and assisted with the procurement and implementation of GP 10 and other 3rd party add-in modules.

Customization of GP 2010 using VB.NET, dexterity, E-connect and SQL Reports (SRSS)

Microsoft GP Add-On Modules

MS Dynamics GP Modules
MRP setup / config
BOM setups / routings
General Ledger
Management Reporter
Accounts Payable
Project Accounting
Accounts Receivable
CDN Payroll
Inventory w/ Manufacturing
In-transit Transfer
Payables w/ Doclink
Sales Order Processing
Wennsoft Job Cost
Analytical Accounting
FRX 6.7
Management Reporter
Smart Connect
Wennsoft Smart Connect
Report Designer
Report writer
Field Service
Collections Management
Grant Management
PO generator
System Admin/Setup
Bank Reconcile
Smart Lists
EFT for Payables
Integration Manager