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