web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Importing receipts
Microsoft Dynamics GP (Archived)

Importing receipts

(0) ShareShare
ReportReport
Posted on by ShannonR 215

All

This question is coming from someone very new to GP.  We receive hundreds of receipts each month from one customer ( a large international auto maker ).  The receipts vary from $1,000 to $1,500 on average, and the total receipt will be several million dollars.  We receive all of these on one day each month, and as you can imagine, this takes my A/R person all day just to record all of these receipts, if not more than one day.  

My question is this:  Is there a utility or function within GP that allows me to set up an Excel spreadsheet with the invoice number and the amount, and then Import directly into GP?  I am thinking there has to be other people out there that have the same ( or similar ) situation, and I would be curious if anyone has found or developed a more efficient workaround or process.

Any help or advice is greatly appreciated.

Thanks

Shannon

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at
    RE: Importing receipts

    Sorry. I missed Leslie's post.

    Listen to Leslie. Check out her blog too.

  • Community Member Profile Picture
    Community Member on at
    RE: Importing receipts

    That sounds like something you can do pretty easily with Integration Manager. I'm not on the sales side of things but I believe with GP 2013 Integration Manager is part of the standard functionality. If you are on a previous version of GP you may have to purchase it.

    If you have developers on staff you might also consider using eConnect. If you own Integration Manager, you should also own eConnect. Think of Integration Manager as something folks in the accounting department could use to import data and eConnect as a developer tool.

  • ShannonR Profile Picture
    ShannonR 215 on at
    RE: Importing receipts

    Leslie

    Well, not sure.....  :)  Again, I'm very new to all of the aspects of GP other than the routine A/R and A/P functions.  Last week I spent an hour or so downloading all of the user guides I could find.  I haven't had a chance yet to look through them, but this will certainly be one of the first things I check in to.

    Thanks very much for the suggestion.

    Shannon

  • ShannonR Profile Picture
    ShannonR 215 on at
    RE: Importing receipts

    Leslie

    Good question...  :)  Again, I'm very new to all of the aspects of GP other than the routine A/R and A/P functions.  Last week I spent an hour or so downloading all of the user guides I could find.  I haven't had a chance yet to look through them, but this will certainly be one of the first things I check in to.

    Thanks very much for the suggestion.

    Shannon

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Importing receipts

    Hi Shannon,

    You can use Integration Manager to import cash receipts. Does this not work for them?

    Kind regards,

    Leslie

  • Suggested answer
    babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at
    RE: Importing receipts

    Hi Shannon,

    Please have a look at the following from ICAN software add on for GP.

    http://www.youtube.com/watch?v=qJrsgFLHYjM

    Thanks,

    babu

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
Community Member Profile Picture

Community Member 2

#1
babubaskaran@outlook.com Profile Picture

babubaskaran@outloo... 2

#1
Yng Lih Profile Picture

Yng Lih 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans