Tag Archives | export

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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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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