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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Bank of America Transa...
Microsoft Dynamics GP (Archived)

Bank of America Transactions into GP

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Posted on by Community Member Microsoft Employee

Hi there, I work in what one would describe a midsize-corporations. Our IT budget is relatively limited so brand new and expensive software is not a possibility.

 

The issue that I have is this, we have a number of Bank Of America bank accounts and we have regular transactions in it, checks deposited, ACHs,Wires, checks.

Is there a program from BoA or an add on program like say SmartConnect that would allow us to load transactions into GP Dynamics faster.

If it is possible how does the coding work, for example if a check comes in how do we make sure it goes to the right account.

 

Thank You.

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  • Suggested answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,058 Moderator on at
    RE: Bank of America Transactions into GP

    Hi,

    I'm not sure if I understand the question right, but you may want to look in the Bank Reconciliation module in GP.. Very basic, but could do the job.

    There are better 3rd party ISV products out there, like Advance Bank Rec from Nolan Computer systems..

    You probably could do it with Scribe or SmartConnect.. but there is more coding involved and not necessarily cheaper if you don't own already the above software for other integration.

  • SMike Giuffre Profile Picture
    SMike Giuffre 277 on at
    RE: Bank of America Transactions into GP

    We download from Chase and it's a custom integration using Scribe.  SmartConnect could certainly be used for yours.  As far as account coding that happens on the Chase web site as far as we can, and we enhance that as part of our integration.

  • Almas Mahfooz Profile Picture
    Almas Mahfooz 11,006 User Group Leader on at
    RE: Bank of America Transactions into GP

    More information need to check the possibilities of Add-On, if you want you can email  and discuss with me on almasmahfooz@hotmail.com

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