Using Integration Manager to Post Unit Account information to historical years

  • Using Integration Manager to Post Unit Account information to historical years

    Posted by DSC Communities on March 8, 2017 at 6:02 pm
    • Rachel Peck

      Member

      March 8, 2017 at 6:02 PM

      Is there any way to easily post unit account information for historical years?  I have used Integration Manager to import information for current year and one prior historical year, but it will allow me to go no further.

      I see that we can manually change information in the Account History screen for each unit account, but this seems laborious.  

      Is there any other way to get the information in quickly and easily?

      Thank you!!!

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      Rachel Peck
      BSA/Project Manager
      Newcomer Funeral Services Group Inc
      Topeka KS
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    • Windi Epperson

      Member

      March 9, 2017 at 10:18 AM

      Rachel,
      Depending on the version of GP you are on, you could re-open GL back to the year you want to import into, do you imports, then reclose the years.  If you go with that plan you should definitely create a test company and run through the process completely to make sure the years re-close the same way they did originally.  If I were going to do this, I would print each year-end closing JE as well as a balance sheet and income stmt for each year I was going to re-open.  Then when going through the process in the test company I would tick and tie those reports in detail.
      Not sure if it’s worth that effort, but maybe that will help.
      Thanks
      Windi

      ——————————
      Windi Epperson
      President/GP Senior Consultant
      Advanced Integrators, Inc.
      Norman OK
      405-946-1774 Ext 102
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    • Rachel Peck

      Member

      March 9, 2017 at 10:55 AM

      Thank you!

      ——————————
      Rachel Peck
      BSA/Project Manager
      Newcomer Funeral Services Group Inc
      Topeka KS
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    • Charles Allen

      Member

      March 9, 2017 at 4:30 PM

      You can go back to the most recent historical year, as you probably know.

      Otherwise, you’d have to look at using a SQL query to populate the tables from a spreadsheet.

      It shouldn’t be difficult if you have somebody with SQL query abilities.

      ——————————
      Charles Allen
      Senior Managing Consultant
      BKD Technologies
      Houston, TX
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    • Mark Wiley

      Member

      March 10, 2017 at 2:56 PM

      I would suggest either loading the unit accounts as a budget, or keeping them in Excel and using the “link to Spreadsheet” feature in FRx or Management Reporter. As alternative options.

      It depends on why you need the units loaded, and what reporting you will be using.

      ——————————
      Mark Wiley, DCP
      Senior Consultant
      Tribridge
      Akron, OH
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    DSC Communities replied 7 years, 4 months ago 1 Member · 0 Replies
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