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Hi all,
I've inherited our Dynamics SL implementation from the previous admin here and know less than nothing about it.
Looking for a subject matter expert or company that can help us on an as-needed basis.
Basically - Our Controller needs to create a second default file format for Positive Pay files for migration to a new bank. Does that make sense? Anyone know where to start?
Thanks in advance!
Depending on the bank's reporting requirements, you may be able to use Quick Query to list issued checks - no report development required. The first step would be to request the file upload specs from the new bank.
There are a number of options available for support, including this forum. You might want to check the DSLUG user community for assistance from other SL users. If your reseller is no longer supporting SL, other partners would be willing to work with you as needed.
Hello, would be a pleasure to help you. Contact us: mercadeo@erpmatica.com
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A quick way to get that is to use the Accounts Payable - Check Register report and modify it to the banks standards. You need someone who can modify Crystal Reports, but it's pretty simple to do.
When you need the file you can just run the custom report and upload to the bank. Our clients usually run everytime they do a check batch.
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