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Real-world Business Intelligence with Microsoft Dynamics GP

You're reading from   Real-world Business Intelligence with Microsoft Dynamics GP Become an expert at preparing reports using Dynamics GP quickly and efficiently

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Product type Paperback
Published in May 2015
Publisher
ISBN-13 9781782177241
Length 364 pages
Edition 1st Edition
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Authors (2):
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Mark Polino Mark Polino
Author Profile Icon Mark Polino
Mark Polino
Belinda Allen Belinda Allen
Author Profile Icon Belinda Allen
Belinda Allen
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Table of Contents (13) Chapters Close

Preface 1. What Is BI and What Are BI Tools for Microsoft Dynamics GP? FREE CHAPTER 2. Business Intelligence for the General Ledger 3. Business Intelligence for Bank Reconciliation 4. Business Intelligence for Payables Management 5. Business Intelligence for Receivables Management 6. Business Intelligence for Sales Order Processing 7. More Business Intelligence on Sales Order Processing 8. Business Intelligence for Inventory Control 9. More Business Intelligence for Inventory Control 10. Business Intelligence for Purchase Order Processing 11. Miscellaneous Business Intelligence Index

Sharable aged trial balance

This is by far the most common report we are asked to deliver in Excel. Every AP department uses this report to help determine which vendors need to be paid and which vendors need attention. It's also a favorite request of the auditors. There is a nice version of this report in GP; however, it requires being logged in, and it's not (easily) exportable to Excel. We see many organizations wanting this report in Excel, so they can use Excel features to review large amounts of data effortlessly.

Brief background of the company

This report is for all companies. It allows sharing the ability to generate an aged trial balance, regardless of who can and cannot log into GP.

Pain or goal defined

It is difficult to set up GP so that the aged trial balance can print in a format that is easy to read and export to an Excel worksheet, as well as in a format that allows for Excel slicing and dicing.

The goal is to share an Excel report with those who do not have access...

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