GET INFORMATION INTO AND OUT OF YOUR FINANCIAL

GET INFORMATION INTO AND OUT OF YOUR FINANCIAL MANAGEMENT SYSTEM Presented by Barry Crowell Beyond Integrations v 2. 0

Agenda • Getting data into GP • Software options • Selected Demos • Getting data out of GP • Software options • Selected Demos

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.

Getting data into Dynamics GP • Integration Manager – free for 90 days, $ after that • e. Connect - $ • e. One Smart. Connect - $ • 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)

GP Excel Paste • Basic GL paste version – free. • Provided by Dynamics Innovations. • http: //di. jo/GPExcel. Paste. aspx • Compatibility - (GP 10. 0, GP 2013), ALL Service Packs, all platforms (Windows XP, Windows 7, Windows Server), any CPU (64 x, 32 x). • Advanced functionality: • Core Financials – GL, Bank Recon, AA. • AP & AR. • Sales Order Processing. • Purchase Order Processing. • Inventory Control. • Payroll.

GP Excel Paste DEMO

Getting data out Dynamics GP • Smart. List - free • Smart. List Builder/Excel Report Builder - $ • e. One Smart. Connect - $ • 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)

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

Jet Express for Microsoft Dynamics GP • Provided by Jet Reports • 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

Jet Express for Microsoft Dynamics GP DEMO

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