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

Importing receipts

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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

  • Community Member Profile Picture
    Community Member Microsoft Employee 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 Microsoft Employee 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... 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

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