Belinda Allen, Microsoft MVP Business Solutions
Things I've learned from years of working with Microsoft Dynamics GP.
This video shows how to create a Microsoft Dynamics GP Summary Aged Trial Balance using Excel Refreshable Reports.
Originally Posted on 2/8/2011 – This is a reposting as my blog URL has changed since it was originally posted.
This video shows how to create a Microsoft Dynamics GP Summary Aged Trial Balance using Excel Refreshable Reports.
This video shows how to create a Detailed Aged Trial Balance for Microsoft Dynamics GP Receivables Management using Excel Refreshable Reports with Pivot Tables. Watch this when you have time, it’s about 15 minutes long!
Originally Posted on 2/10/2011 – This is a reposting as my blog URL has changed since it was originally posted.
This video shows how to create a Detailed Aged Trial Balance for Microsoft Dynamics GP Receivables Management using Excel Refreshable Reports with Pivot Tables. Watch this when you have time, it’s about 15 minutes long!
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)”
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)”
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)”
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)”
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. 
Continue reading “Get Data from Microsoft Dynamics GP to Excel – Part 1 of 4 (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.
Historical Excel Reporting for Dynamics GP. Users of Historical Excel Reporting…
I’m telling you, this tools is cheaper than building it yourself.
It’s April and spring keeps trying to break through. If you aren’t thinking about vacation, you haven’t been cooped up long enough. Once you start thinking about tropical beaches and drinks with umbrellas in them, how do you find the time? One option is Historical Excel Reporting for Dynamics GP. Users of Historical Excel Reporting…
via Who needs a vacation? — DynamicAccounting.net
Have you ever needed to compare data in 2 Microsoft Excel Spreadsheets?
In this video, I show how I compare the addresses on the Microsoft Dynamics GP Vendor card with the addresses in the Vendor Address card. One of my followers asked me about this comparison due to concerns that the data imported in each table might not match. I’ll use the Excel Add-on, Inquire, to compare data from each of these tables.
The Spreadsheet Inquire window can compare any Excel files, and do so much more!
Have you ever needed to compare data in 2 Microsoft Excel Spreadsheets?
In this video, I show how I compare the addresses on the Microsoft Dynamics GP Vendor card with the addresses in the Vendor Address card. One of my followers asked me about this comparison due to concerns that the data imported in each table might not match. I’ll use the Excel Add-on, Inquire, to compare data from each of these tables.
The Spreadsheet Inquire window can compare any Excel files, and do so much more!
Continue reading “Compare 2 Microsoft Excel Files using Inquire (Video)”
Belinda Allen, Microsoft MVP Business Solutions 