Hello,
Does anyone know of a way to "tag" events in GP across different expense accounts? For example, we are attending the ABC Conference. There will be hits to conference expense, travel expense, food expense, and others. Is there a way I can "tag" all of these expenses as ABC conference, in a manner that we can easily pull all the associated expenses across different accounts with the conference? I'd like to easily be able to get the total cost of a conference, including travel/food/etc,
Thank you.
*This post is locked for comments
Management Reporter is the most recent effective reporting tool for Analytical Accounting;
Reporting on Dynamics GP Analytical Accounting Budget Trees
You could still of course customize reports and publish through smart list builder/ Designer into your Dynamics GP.
Thank you! This is very helpful.
The video goes over instructions for reporting using FRX - we do not use this. Do you know of any other ways to export/view expenses by dimension without using FRX?
Check out the following video for Rose Business Solution on what is Analytical Accounting, Dimension, Dimension Codes and how to use it.
Simple Example of Analytical Accounting in Dynamics GP
Please never hesitate to provide us with your feedback or any further inquiries.
Thanks for your answer. Can you provide more information about "dimensions"? I'm not familiar with this terms (what it is, how to create it, if I can export expenses by dimension, etc). Thanks again.
You may consider Analytical Accounting. You could simply create a dimension called "Expense Type" which is linked to all the expense accounts, this dimension could have several values such as; conference (for the time being). Later on, you may consider other types to be used under the same dimension.
You could consider MVP Mohammad Daoud article on Analytical Accounting on the link below;
Microsoft Dynamics GP Analytical Accounting Vs. Segments
Hope this helps,
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,240 Super User 2024 Season 2
Martin Dráb 230,149 Most Valuable Professional
nmaenpaa 101,156