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)”

Looking up Microsoft Dynamics GP Accounts by Segment Descriptions (Video)

In this video, I show how to create additional lookup options AND I show how Rockton SmartFill works with Microsoft Dynamics GP.  Check it out!

In this video, I show how to create additional lookup options AND I show how Rockton SmartFill works with Microsoft Dynamics GP.  Check it out!

I saw some great discussion on the GPUG (GP User Group) Forum about looking up Microsoft Dynamics GP GL Account numbers by Segment Descriptions.

In this video, I show how to create additional lookup options AND I show how Rockton SmartFill works with Microsoft Dynamics GP.  Check it out!

Hope this helps!

Continue reading “Looking up Microsoft Dynamics GP Accounts by Segment Descriptions (Video)”