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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Petty Cash Management ...
Finance | Project Operations, Human Resources, ...
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Petty Cash Management with Dynamics GP

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Posted on by Jozy 393

Hello All,

We are using our internal petty cash manually now we want a system in dynamics GP to handle petty cash transactions with approval flow can anyone suggest any way to achieve this or any third-party tool which can integrate with dynamics gp?

Thanks

Jozy

Categories:
Microsoft Dynamics GP
I have the same question (0)
  • Hokuminaria Profile Picture
    Hokuminaria 2,950 on at

    Hey Jozy,

    In GP, you could create a checkbook called petty cash and use Bank Rec to enter the Transaction to record these. However, we do not have Workflow for Bank Rec to be able to do any approval.

    You would need to look for a third party that might extend workflow to work with the Bank Rec side or a third party that will accomplish both as GP is not able to do workflow on the Bank Rec side.

    You could look at using a Petty Cash Checkbook and use Payables Transactions. However, you would need to determine what vendor(s) would need to be added that gets used for the Petty Cash Checkbook to record this. This to me would get messy with this approach as you need to have debit documents come into play to so stuff moves to history and drops off the report.,

    You can look for third parties using the link below.

    www.isv-central.com/.../products.aspx

    I hope this helps!

    Brandon | Microsoft Support Engineer.

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