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Microsoft Dynamics GP (Archived)

Bank of America Transactions into GP

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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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I have the same question (0)
  • Almas Mahfooz Profile Picture
    11,009 User Group Leader on at

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

  • SMike Giuffre Profile Picture
    281 on at

    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.

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    28,058 Moderator on at

    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.

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