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Get information into and out of your financial management system

Get information into and out of your financial management system. Presented by Barry Crowell Beyond Integrations v2.0. Agenda. Getting data into GP Software options Selected Demos Getting data out of GP Software options Selected Demos. Why move data in and out of ERP system?.

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Get information into and out of your financial management system

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  1. Get information into and out of your financial management system Presented by Barry Crowell Beyond Integrations v2.0

  2. Agenda • Getting data into GP • Software options • Selected Demos • Getting data out of GP • Software options • Selected Demos

  3. Why move data in and out of ERP system? • Exchange data with external systems and your financial system. • As a result of Cost Benefit analysis. • When your business utilizes an industry specific package and you need to integrate into your ERP system: • Membership management. • Customer Relationship Management System. • Ecommerce System. • Other external systems. • Inventory Management.

  4. Getting data into Dynamics GP • Integration Manager – free for 90 days, $ after that • eConnect - $ • eOne SmartConnect - $ • Infinia Integrator - $ • Scribe - $ • SSIS (SQL Server Integration Service) – free with SQL license – custom add ins - $ • GP Excel Paste – basic GL paste is free. Other modules & advance features - $ - (Demo)

  5. GP Excel Paste • Basic GL paste version – free. • Provided by Dynamics Innovations. • http://di.jo/GPExcelPaste.aspx • Compatibility - (GP 10.0, GP 2010, GP 2013), ALL Service Packs, all platforms (Windows XP, Windows 7, Windows Server), any CPU (64x, 32x). • Advanced functionality: • Core Financials – GL, Bank Recon, AA. • AP & AR. • Sales Order Processing. • Purchase Order Processing. • Inventory Control. • Payroll.

  6. GP Excel Paste Demo

  7. Getting data out Dynamics GP • SmartList - free • SmartList Builder/Excel Report Builder - $ • eOne SmartConnect - $ • Scribe - $ • SSIS (SQL Server Integration Service) – free with SQL license – custom add ins - $ • Create SQL view with data connection to Excel - free • Deploy GP’s SSRS and Excel reports - free • Jet Express for Microsoft Dynamics GP – free – (Demo)

  8. Why deploy GP’s SSRS and Excel reports? • Free • Improve processes • Easy export for further analysis with multiple file formats • Demo – Deployment and running Trial Balance

  9. Jet Express for Microsoft Dynamics GP • Provided by Jet Reports • http://jetexpressforgp.jetreports.com/en/resource-center/getting-started.php • Site includes How-to videos and sample reports • Same basic functionality as Excel Report Builder

  10. Jet Express for Microsoft Dynamics GP Demo

  11. Questions

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