Bring out your reports, Bring (send) out your Microsoft Dynamics GP reports (Video)

This video shows a new feature of GP2010 R2, emailing reports directly from Microsoft  Dynamics GP. It’s fast and simple. Here I am sending out an Aged Trial Balance with Options from Microsoft Dynamics GP Payables Management. 

Originally Posted 5/16/2011 

This video shows a new feature of GP2010 R2, emailing reports directly from Microsoft  Dynamics GP. It’s fast and simple. Here I am sending out an Aged Trial Balance with Options from Microsoft Dynamics GP Payables Management.

Continue reading “Bring out your reports, Bring (send) out your Microsoft Dynamics GP reports (Video)”

Microsoft Dynamics GP GL Summaries vs. GL Budgets (Video)

In this video, I use a custom T-SQL script to exact both summaries from my Microsoft Dynamics GP General Ledger account numbers and my Budgets.  Feel free to download the script and create your own view; or simply use the script within Microsoft Excel Query Editor, as I did.  See the blog post for the script.

In this video, I use a custom T-SQL script to exact both summaries from my Microsoft Dynamics GP General Ledger account numbers and my Budgets.  Feel free to download the script and create your own view; or simply use the script within Microsoft Excel Query Editor, as I did.  See the blog post for the script.

Continue reading “Microsoft Dynamics GP GL Summaries vs. GL Budgets (Video)”

Get Data from Microsoft Dynamics GP to Excel – Part 4 of 4 (with Video)

This is the last of the 4-part series on getting the GL Account segment description into Excel.  As I’ve said before, it doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel.  This time we’ll use the 3rd party product by eOne called Excel Builder.  I’ll create an Excel Refreshable Report that lives in the same location as the “out of the box” Excel Reports, either in a folder or in SharePoint.

This is the last of the 4-part series on getting the GL Account segment description into Excel.  As I’ve said before, it doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel.  This time we’ll use the 3rd party product by eOne called Excel Builder.  I’ll create an Excel Refreshable Report that lives in the same location as the “out of the box” Excel Reports, either in a folder or in SharePoint.

Continue reading “Get Data from Microsoft Dynamics GP to Excel – Part 4 of 4 (with Video)”

Get Data from Microsoft Dynamics GP to Excel – Part 3 of 4 (with Video)

This is the continuation of the 4-part series on getting the GL Account segment description into Excel.  As I’ve said before, it doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel.  This time we’ll use the 3rd party product by eOne called SmartList Builder.  I’ll create a SmartList object, that can drilldown into the GL Account Segment Setup Window and/or export to Excel.

This is the continuation of the 4-part series on getting the GL Account segment description into Excel.  As I’ve said before, it doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel.  This time we’ll use the 3rd party product by eOne called SmartList Builder.  I’ll create a SmartList object, that can drilldown into the GL Account Segment Setup Window and/or export to Excel.

Continue reading “Get Data from Microsoft Dynamics GP to Excel – Part 3 of 4 (with Video)”

Get Data from Microsoft Dynamics GP to Excel – Part 2 of 4 (with Video)

This is the continuation of the 4-part series on getting the GL Account segment description into Excel.  As I’ve said before, it doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel.

Continue reading “Get Data from Microsoft Dynamics GP to Excel – Part 2 of 4 (with Video)”

Get Data from Microsoft Dynamics GP to Excel – Part 1 of 4 (with Video)

I was recently asked how to get the Microsoft Dynamics GP General Ledger Account Segments into an Excel file.  I thought, I’ll just do a four-part series.  It doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel. 

I was recently asked how to get the Microsoft Dynamics GP General Ledger Account Segments into an Excel file.  I thought, I’ll just do a four-part series.  It doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel. Design

Continue reading “Get Data from Microsoft Dynamics GP to Excel – Part 1 of 4 (with Video)”

Microsoft GL Actual compared to Budget Dashboard using eOne Excel Builder and Excel in 23 minutes! (with Video)

In the attached 23-minute video, I walk you through the process of using eOne Software’s Excel Builder in Microsoft Dynamics GP and Excel to create a dashboard to assist in budget to actual comparisons.

If you create budgets, you’ll need to compare them to actual numbers to see how close you are coming to your estimates/forecasts/budgets.

If you are holding Department Heads/Managers accountable to budgets, they need to review how they are doing along the way.

In the attached 23-minute video, I walk you through the process of using eOne Software’s Excel Builder in Microsoft Dynamics GP and Excel to create a dashboard to assist in budget to actual comparisons.

Continue reading “Microsoft GL Actual compared to Budget Dashboard using eOne Excel Builder and Excel in 23 minutes! (with Video)”