Importing all AR sub-ledger data

  • Importing all AR sub-ledger data

    Posted by DSC Communities on April 5, 2017 at 10:33 am
    • Beth Cole

      Member

      April 5, 2017 at 10:33 AM

      Hi all,
      We are converting from the accounting software Axon Trucking to GP and want to make sure all the AR sub-ledger information is transferred into GP. It is important that we have accurate AR tracking as there is around 4,000 active invoices at any given time and we would like to ensure all customer details, aging dates, etc. get converted/imported into GP.

      Any tips or tricks to make this possible? Is there an option to import the data from excel?

      Thanks,
      Beth

      ——————————
      Beth Cole
      Atlantic Corporation Limited
      Halifax
      ——————————

    • Steve Erbach

      Member

      April 5, 2017 at 2:14 PM

      Beth,

      Normally, your GP Partner would be assisting in this effort. Are they not able to help you?

      Sincerely,

      ——————————
      “Sparkly” Steve Erbach – Business Analyst & MS Dynamics Platform Administrator
      WOW Logistics Company – Appleton, WI
      VP for Communication, GPUG WI (Milwaukee) Chapter
      Co-Chair, GPUG WI (Green Bay) Chapter
      GP 2016 (16.00.0439) / MR 2012 CU15
      Blog: https://www.gpug.com/blogs/steve-erbach
      Twitter: @serbach
      ——————————
      Welcome to Dynamics!
      You do not have permission.
      Call Steve. (hat tip: Lou Spevack)
      ——————————
      ——————————————-

    • Beth Cole

      Member

      April 6, 2017 at 8:22 AM

      The managers in charge of the conversion may not have thought to reach out – I will inquire.
      Thank you!!

      ——————————
      Beth Cole
      Atlantic Corporation Limited
      Halifax
      ——————————
      ——————————————-

    DSC Communities replied 7 years, 5 months ago 1 Member · 0 Replies
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