Speaker

Kitty Geiger

Kitty Geiger

RS<, director Billing and Revenue applications

Austin, Texas, United States

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Director Billing and Revenue Applications: Kitty.Geiger@rsmus.com Kitty Geiger has over 23 years of experience working in the technology field, implementing ERP solutions on multiple platforms. Specializing in Multi-Entity Management, Revenue Recognition, Subscription Billing, and Workflow solutions.
RSM is the leading U.S. provider of audit, tax and consulting services focused on the middle market. RSM supports all Dynamics ERP platforms plus Intacct and NetSuite. RSM has a top rated Dynamics GP Support Helpdesk.

Area of Expertise

  • Business & Management
  • Government, Social Sector & Education
  • Information & Communications Technology
  • Media & Information
  • Transports & Logistics

Topics

  • D365FO
  • Dynamics ERP
  • Microsoft D365 Finance and Operations
  • Dynamics GP
  • Subscription business
  • REvenue Recognition

For the Worker: Getting Workflows Right

For the worker is working when the fat cat's about

• The tough conversations: what are they and how to have them
• Defining the purpose of your workflow
• How business process and workflows are related.
• Effectively implement workflow both manageable and efficient.
• Understand risks and pitfalls before implementation.
• Getting started in GP with workflows

Objectives
 Know the types of Workflow’s offered in Dynamics GP
 Setup Workflow in Dynamics GP
 Configure a simple Workflow in Dynamics GP
 Options for workflow Reporting
 Learn Best practices in designing workflows and approval policies

Deferred Revenue and Expenses in Finance and Operations

• Do you have Revenue Recognition requirements? Get out of Excel and process your revenue recognition schedules within the system.
• Do you have prepaid expenses?
• We'll talk about ASC606 compliance.
• We'll discuss the options for complex revenue recognition.
• Automate repeatable processes and reduce the number of manual journal entries by leveraging D365's Expense and Revenue Recognition module.

Deferral in D365 F/O will give you many Benefits including
• Eliminate Excel sheets
• Automate recognition entries
• Save Time – Increase Production
• Fewer administrative errors

Money Talks

Revenue and Expense Deferrals in Dynamics GP. How can a Deferral module help you?

• Do you have Revenue Recognition requirements? Get out of Excel and process your revenue recognition schedules within the system.
• We'll talk about ASC606 compliance.
• We'll discuss the options for complex revenue recognition.
• Automate repeatable processes and reduce the number of manual journal entries.

Kitty Geiger

RS<, director Billing and Revenue applications

Austin, Texas, United States

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