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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

All organizations, whether for-profit or nonprofit, have two important things to manage: money going out and coming in. Managing what is owed to you is not only critical to the success of your company, but it's also critical for you to receive your paycheck! Keeping track of what is owed and when it is owed, is what the aged trial balance is all about. The report we'll build is all about creating an aged trial balance in a format that will help all involved, with customers and the management of the checkbook, to know where the accounts receivables stand. This is a favorite auditor request and it can be challenging to get it into Excel using the native GP report.

Brief background of the company

This report is for a company that wanted to make a non-GP user responsible for collection calls, keeping the notes in their CRM system. Rather than purchase an additional license, this refreshable report was built.

Pain or goal defined

It's difficult to set...

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