Finance | Project Operations, Human Resources, ...

Copy & Paste or Import for Accounts Payable and Payroll

(0) Share

Report

Posted on by talee

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

I have the same question (0)

All responses (8)

Answers (0)

MeganWsps 5 on at

Like (0)

Report
Copy link

Link copied!

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!

Was this reply helpful? Yes No
Richard Wheeler 75,852 Moderator on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Suggested answer

kmalone43 894 on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
talee 47 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
kmalone43 894 on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Richard Wheeler 75,852 Moderator on at

Like (0)

Report
Copy link

Link copied!

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/.../

Was this reply helpful? Yes No
mm123 2,535 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
WindyCityGP 1,069 on at

Like (0)

Report
Copy link

Link copied!

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/

Was this reply helpful? Yes No