Copy & Paste Payable Distribution from Excel

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Posted on by Mahabub

Hi,

For a single invoice from a vendor, I need to allocate expenses to multiple expense accounts. The details, each expense account and their respective amounts, are provided in an excel document.

Is it possible to copy and paste the distribution (or import it) from an excel (or any other format) file?

Is there an additional addon that I can purchase, other than SmartConnect and Integration Manager, that will accomplish this?

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Community Member Microsoft Employee on at

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RE: Copy & Paste Payable Distribution from Excel

It is possible with the econnect. We do it all day long. You have to have TitaniumGP to paste invoices in. We have invoices that can have 800 rows and have to go to specific patients.

In the "purchase" column in the TGP template, I have an IF/SUMIF statement that sums the Dist Debit 1 column if the Document Number is the same.
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Mike Bufano 1,480 on at

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RE: Copy & Paste Payable Distribution from Excel

There is an ISV product that allows copy and paste for AP.

www.excelintegrator.com
kassab 656 on at

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RE: Copy & Paste Payable Distribution from Excel

Hi Mahabub,

Copy and paste from excel feature only exist in the Financial GL general Journal.

for standard features in the Dynamics GP you can try to create a Macro to do this job.

hope someone else can assist if there is any additional addon in this area!

Regards