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Using Macros to Clear AP Checks

  • 1.  Using Macros to Clear AP Checks

    Posted Jun 30, 2021 02:31 PM
    Hello All,

    Do anyone know if there is an option to create a macro to clear AP checks? I have only used macros to inactivate vendors in GP, but thought we could use it to clear checks and save a lot of time.

    I greatly appreciate anyone that is willing to share any tips, tricks or instructions on how to do so.

    Thank you!

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    Amanda Pezewski
    Prevea Health, Inc.
    Green Bay WI
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Using Macros to Clear AP Checks

    GPUG ALL STAR
    Posted Jul 01, 2021 07:47 AM
      |   view attached
    Hi @Amanda Pezewski

    There really is no way to use a Macro, since the use of Macros for THIS purpose would be almost IMPOSSIBLE to code without a good 60 hours to code the macro, after which you may find that it would have been easier to buy a product that automates the bank reconciliations like Nolan's Advanced Bank Rec​.  https://www.nolanbusinesssolutions.com/us/solutions/microsoft-dynamics-gp/advanced-bank-reconciliation/ 

    There is also the GP Version (out of the box) that you can turn on in GP, configure and setup to read a file from your bank!  (I've attached a Microsoft-created brochure on it).

    There are also ways (much easer) if you use SmartConnect to do so https://community.dynamics.com/gp/f/microsoft-dynamics-gp-forum/213249/how-to-import-bank-transactions-for-bank-reconciliation-process-using-smart-connect/564089



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    Jo deRuiter
    🌟 GPUG ALL STAR
    💫Granite Award Winner
    Atlanta Chapter Leader
    Aisling Dynamics Business Solutions
    Business Applications Practice Manager
    jo.deruiter@aislingdynamics.com
    9518674366
    aislingdynamics.com
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    Attachment(s)

    pdf
    ElectronicBanking.pdf   2.04 MB 1 version
    Academy - Online Interactive Learning from Experts


  • 3.  RE: Using Macros to Clear AP Checks

    Posted Jul 01, 2021 08:17 AM
    Hi! I don't think a macro would work for clearing checks as macros aren't that sophisticated to know which line to go to. Have you looked at using Electronic Reconcile that is part of GP? You can set up a mapping of what a file that you download from the bank looks like and it will go ahead and clear checks and some other entries for you - it's slick and would be more efficient than a macro. I'm happy to discuss and give you further instructions

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    Sally Higgins
    efs consulting, inc
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    Academy - Online Interactive Learning from Experts


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