Microsoft Dynamics GP Transaction Matching, cool feature (and Project tool??)

A follower of my blog recently asked about using Microsoft Dynamics GP Transaction Matching for Project tracking. I immediately said no, that it could not do that. Transaction Matching is meant for linking entries or lines of entries with a commonality, like “Month End Close” and “Audit Entries” or a bunch of messy entries and corrections. 

Originally Posted 5/11/2011

A follower of my blog recently asked about using Microsoft Dynamics GP Transaction Matching for Project tracking. I immediately said no, that it could not do that. Transaction Matching is meant for linking entries or lines of entries with a commonality, like “Month End Close” and “Audit Entries” or a bunch of messy entries and corrections.

After I told him no, I began thinking “Projects are a group of entries or lines of entry with commonality.” So I set out to see if it would work.

It Does work! It is a manual process to manage the links, and other tools are better. But if you do not own the other tools, this will work!

I did put together a SQL script that allows me to use Excel for really good Analytics (reporting.) Take a look for yourself! And remember, always think outside the box!

Author: Belinda Allen

Belinda Allen (Microsoft MVP) is both a Microsoft Certified Professional for Dynamics GP (MCP) and a Microsoft Certified Trainer (MCT). She is also the co-founder of Smith & Allen Consulting, Inc. (www.saci.com), a business management software consulting firm for over 24 years. Belinda began implementing ERP systems so long ago that Windows was not an operating system, but an application. Larger businesses used old Main Frames with monitors that were Green and Black and smaller business did accounting by hand. Having seen the evolution that has taken place over the years from pieces of paper to analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her Blog www.BelindaTheGPcsi.com. Her blog is about sharing really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring what went wrong and why. With followers all over the Globe she is able to share knowledge and achieve her mission: “To Improve the Lives and Business Success of my Followers.” In her time off, Belinda enjoys sailing, woodturning, crochet/knitting, sewing/quilting, reading and playing the ukulele (Belinda often participates in Ukulele Jams in NYC.)

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