Tag Archives | Excel

Discover how seamlessly Dynamics GP integrates with Microsoft Excel. Import, export, and more with GP to help manage your spreadsheets.

Printing Payables Aging Reports in Dynamics GP

Looking for new software? Check it out, Dynamics GP 2015 Trials Free Small Business Accounting Software Demo » There are various options you can use to get payables information out of Dynamics GP. You can use the standard reports, SmartLists, Excel, or another reporting tool that can access the SQL database. This video shows one […]

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Combining Management Reporter and Dynamics GP Information in Dashboards

Financial report information that is generated using Management Reporter can be combined with other types of information from Dynamics GP to provide easy to create and easy to update dashboards using Excel. The benefit of this is that financial actual and budget information is easily provided using Management Reporter. And other information from Dynamics GP can easily be retrieved using SmartLists […]

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Fixed Assets in Dynamics GP

Almost every new customer I talk with uses Excel to track their fixed assets. They may have as few as 50 assets, to as many as 2,000. The reasons they use Excel are that Excel is easy to use to set up lists of assets and depreciation schedules, and most dedicated fixed assets systems are expensive. […]

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Importing and Exporting Budgets in Dynamics GP

Financial budgets are an important business tool to help you control your business and guide you toward your goals. Financial budgets help you define your financial expectations for future periods and provide a guidepost against which you can analyze your actual financial performance. Ideally you will want to keep your budgets in your ERP system […]

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Combining Budgets in Dynamics GP

Maintaining budgets in your ERP system makes financial reporting easier and helps safeguard you budget data. Dynamics GP includes a simple utility for importing and exporting budgets to Excel. This makes it easy to manage your budget information and reduces the amount of effort required to keep accurate budgets. This video shows you how easy it is […]

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Dynamics GP – SmartList Export Solutions

You can enhance the value of the basic SmartLists in Dynamics GP by linking macros within an Excel spreadsheet to a specific Smartlist. This will allow you to automate formatting wthin the spreadsheet when you export data from SmartLists to Excel. For example, if you wanted to export SmartList data to Excel and then have Excel automatically […]

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Budget Import and Export in Dynamics GP

Dynamics GP has an easy to use budget import and export function that allows you to create and update budgets in GP, based on amounts you have in Excel. All this functionality is available from the Budget Selection screen.  Navigate to:  Cards  >>  Financial  >>  Budgets I created this short video to show this functionality in […]

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