presented to you by. copy and paste transactions from excel into dynamics gp

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Infinia Excel Integrator 2010 USER GROUP Presented to you by

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Page 1: Presented to you by. Copy and paste transactions from Excel into Dynamics GP

Infinia Excel Integrator

2010 USER GROUP

Presented to you by

Page 2: Presented to you by. Copy and paste transactions from Excel into Dynamics GP

Infinia Excel Integrator

Copy and paste transactions from Excel into Dynamics GP

Page 3: Presented to you by. Copy and paste transactions from Excel into Dynamics GP

Infinia Excel Integrator• Transactions can be imported into an existing batch

or a new batch can be added from the application.

• Account numbers and dollar amounts are fully validated.

• General Ledger Reversing entries are supported including reversing entries in a historical year.

• Dollar, unit, variable allocation and fixed allocation accounts are supported.

Page 4: Presented to you by. Copy and paste transactions from Excel into Dynamics GP

Infinia Excel Integrator• Transaction date is verified to be in an open year.

Supports posting to a historical year if option is enabled in Dynamics GP.

• An optional audit report can be generated to reconcile entry to Dynamics GP.

• Transactions are loaded into an open batch for review prior to posting.

• Supports both multicurrency (functional currency only) and intercompany transactions.

Page 5: Presented to you by. Copy and paste transactions from Excel into Dynamics GP

INFINIA EXCEL INTEGRATOR

DEMO

Presented to you by