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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Copy & Paste or Im...
Finance | Project Operations, Human Resources, ...
Suggested answer

Copy & Paste or Import for Accounts Payable and Payroll

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Posted on by talee 47

Hi there, sorry I am asking so many questions, but Dynamics is completely new to me.

We are using Dynamics GP 2018 and have Diamond as well. There are no additional add on's i.e. integration manager, smart connect etc.

I find there is a lot of duplication of work and I would like to eliminate or reduce this. We receive files from departments who have already done the work and then we manually input it.

Is there a product add on that would allow either copy & paste to payroll and accounts payable/AP invoices OR import from Excel to payroll and accounts payable/AP invoices?

I don't find out support at Dynamics/Diamond is easily accessible and finding this forum really helps.

Categories:
Microsoft Dynamics GP
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  • MeganWsps Profile Picture
    MeganWsps 5 on at
    RE: Copy & Paste or Import for Accounts Payable and Payroll

    Sorry I don't have an answer for you.  I'm hijacking your question as I am really interested to know of the answer.  I also find GP very time intensive especially in AP.

    I would like to know if any GP users are using a Payables capturing Software that is integrated with GP.  To save/scan in all invoices and automatically read relevant information allow coding and then be able to export that information to GP.    Saving days on manually entering every invoice.

    Thanks!

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at
    RE: Copy & Paste or Import for Accounts Payable and Payroll

    We have clients using Docuware for this. It can extract values off scanned documents for storage. It can file posting journals based on whatever rules you create as well.

  • Suggested answer
    kmalone43 Profile Picture
    kmalone43 894 on at
    RE: Copy & Paste or Import for Accounts Payable and Payroll

    We save a TON of time processing A/P by setting up Excel integrations.  The users download whatever activity is available (say a bank statement), utilize Excel functions to add distributions (macros, Vlookups, copy/paste, etc.) & then we use SmartConnect to import the transactions in GP.

    SmartConnect also has a Excel Add-In so you can in theory integrate directly from Excel into GP (almost like the G/L Copy & Paste functionality).

    Slightly different requirement but GP (2013R2 and up I believe) has workflows on the A/P batches if you need approvals.

    There are also of course dozens and dozens of add-on solutions to help w/ automating A/P.  An insert plug moment here but check-out Solugence.com which provides recommendations on which solutions might fit your business best based on your requirements.  A/P Automation is one of the "live" software categories.

  • talee Profile Picture
    talee 47 on at
    RE: Copy & Paste or Import for Accounts Payable and Payroll

    Kyle, with the SmartConnect, are you able to import to payroll from Excel as well?

  • kmalone43 Profile Picture
    kmalone43 894 on at
    RE: Copy & Paste or Import for Accounts Payable and Payroll

    Yes you can.  There are out of the box integration "nodes" for a lot of payroll related items & even if there weren't, you can integrate anything w/ SmartConnect.  We use it in all sorts of use cases & in not-so-typical cases within and outside of GP.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,848 Moderator on at
    RE: Copy & Paste or Import for Accounts Payable and Payroll

    If I may make an alternative suggestion, there is Infinia Excel Integrator that will parse your data prior to it being sent over to GP. This way you know all is well before it gets into GP. It will even show you want is wrong and suggest corrective measures.

    www.excelintegrator.com/.../

  • mm123 Profile Picture
    mm123 2,535 on at
    RE: Copy & Paste or Import for Accounts Payable and Payroll

    Talee, If you are still looking for the solution please let me know, we are currently doing a similar solution for our customer to import AP invoices or excel based data into GP . 

    samr(at)expsoltech(dot)com

  • WindyCityGP Profile Picture
    WindyCityGP 1,069 on at
    RE: Copy & Paste or Import for Accounts Payable and Payroll

    Hi Talee,

    There is a product called "Infinia Integrator" that can copy/paste from Excel into GP for both Payroll and AP.  http://www.excelintegrator.com/

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