Hi All! Appreciate any help i can get. Currently we are importing our payables transactions from TruckMate (it has it's benefits but definiately NOT an accounting software. write that down). Currently we use a workflow system called Synergize for our AP integration into Truckmate. From there, since we ultimately report our finances out of GP, we then need to export the payables from TruckMate into GP. We currently use Integration Manager (which from what i understand, is pretty outdated -- anyone use this?)
The why doesnt necessarily matter at this point, but we've processed several duplicate payments to vendors. In Smartlist -- i was hoping to create a unique combination (in excel) to identify vendor & original invoice amount. Unfortunately, invoice # is not a unique identifier since the AP clerk changed the invoice# to force it through when it was identified as a duplicate. (she is no longer with the company). MY ISSUE IS: whenever i run a SmartList based on payables transaction date, the current & ORIGINAL transaction amount show as $0 -- to be clear it's already been paid. DOES ANYONE KNOW HOW TO GET THE ORIGINAL TRANSACTION AMOUNT ON A GP SMARTLIST FOR A PAYABLE IMPORTED FROM A DIFFERENT SYSTEM?
ALSO-- very open to hearing about other instances in which people import from other systems into Great Plains (we're migrating to 365 -- but currently just in Great Palins).
Thanks everyone!!!!
