[Kyle Malone, CPA]

Is anyone using a simple/low-cost solution to provide some enhancements to the existing GP bank rec process?

Particularly, we’re looking for 2 things.

– Speed up the time that it takes to open the reconcile bank statement window

– Ability to search the reconcile bank statement window (let’s say a particular check number) in order to more quickly find transactions & manually reconcile when needed

Thanks in advance for any recommendations.
Thank you,
Kyle

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Kyle Malone, CPA
GP Admin – CGB Enterprises, Inc.
Lead Consultant/Blogger – https://alacarteGP.com
Chapter Leader – Louisiana (New Orleans)
Solugence | Find the software that FITS your business + integrates with GP. Find Software Smarter. https://solugence.com
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[Joseph C. Markovich]

Maybe could create a search screen like he did for PM, RM and SOP?

Pretty please?

-Joe

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Joseph C. Markovich
IT Manager
Okaya Electric America
Valparaiso IN
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[Steve Endow]

Hi ,

Thanks for the shout out! 

Unfortunately, I am going to take a guess that reproducing the Select Bank Transactions window would require a fair amount of work, as there is probably a moderate amount of complexity going on behind that window.  (temp tables, status field updates, etc.)

I suspect that the typical answer would be to use one of the third party GP bank rec modules, but I’m assuming that violates the “low cost” portion (and probably also the “simple” portion) of the OP.

If there is demand for such a solution, and if there are a few people willing to help out with reverse engineering the window, and if there are a few customers willing to help finance the development (at cost), I’d be open to having my developer work on it.

Steve

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Steve Endow, Microsoft MVP
Precipio Services
Los Angeles, CA
steveendow (at) gmail (dot) com
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[Kim Peterson]

If you are looking for a way to speed up and improve GP Bank Rec – you need to look at Easy eBank rec.
GPC Systems, Inc. has a solution called Easy e-Bank Rec – bank reconciliation for Microsoft Dynamics GP.  Eliminate tedious work, save time with automation, have clarity – and make month-end less stressful.
Adrienne Lilly will be able to answer any questions:
adrienne@gpcsystems.com

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Kim Peterson
701-261-7307
Kim@DynamicsConnections.com
#KimPetersonGP
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[Kyle Malone, CPA]

Thanks everyone!  We’re going to start with looking @ the off the shelf product(s) & then go from there.  I’ll keep this thread update for future seekers!

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Kyle Malone, CPA
GP Admin – CGB Enterprises, Inc.
Lead Consultant/Blogger – https://alacarteGP.com
Chapter Leader – Louisiana (New Orleans)
Solugence | Find the software that FITS your business + integrates with GP. Find Software Smarter. https://solugence.com
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