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GET INFORMATION INTO AND OUT OF YOUR FINANCIAL MANAGEMENT SYSTEM Presented by Barry Crowell Beyond Integrations v2.0.

Published bySydni Peart Modified over 10 years ago

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Presentation on theme: "GET INFORMATION INTO AND OUT OF YOUR FINANCIAL MANAGEMENT SYSTEM Presented by Barry Crowell Beyond Integrations v2.0."— Presentation transcript:

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

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 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

11 Questions

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