GP2010 - FRX Report writer

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Posted on by Community Member

Hi,

Currently I am creating a daily cash report by using smartlist and exporting it into excel and making adjustments (dates/hoildays/weekends etc) to get the daily cash balance. I would like automate it in GP2010 or FRX reporter writer. How would I be able to do this?

Thanks,

Nat

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callen 4,595 on at

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What SmartList are you exporting? In FRx, you can use date restrictions in the column layout. You will have to maintain the column layout monthly, though, to get the dates right.

If you really want to daily cash report, I would create a report using SSRS that pulls data based on a configuration table that stores the date information.

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Redbeard 12,931 on at

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If I were you, I would upgrade to GP 2013. Cash Flow Management is included in the Starter Pack, and will likely save you significant time and provide better functionality.

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Bill Campbell 12 on at

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Harry, we have a client that is very interested in using Cash Flow Management and since it was included when they upgraded to GP2013 - and since they did not have / use it prior to that time - how would you recommend someone to get started ?

The client has been a GP user for over 8 years - so not rookies and not starting over.

Suggestions?

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Redbeard 12,931 on at

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Bill,

The manual for Cash Flow Management is a good primer. There are also some good videos and blog posts on various sites. Here's a link:

www.youtube.com/watch

As in most cases, I would suggest creating a test environment with a recent copy of the production database and have the client walk through some setup and use scenarios.

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Ian Grieve 22,784 on at

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Hi Bill,

My second book, Microsoft Dynamics GP 2013 Financial Management has a chapter in on Cash Flow Management: www.amazon.com/.../ref=la_B00EHKDGVE_1_2;ie=UTF8&qid=1428687700&sr=1-2

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