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Bank Rec Enhancement ISV

  • 1.  Bank Rec Enhancement ISV

    GPUG ALL STAR
    Posted 7 days ago
    Is anyone using a simple/low-cost solution to provide some enhancements to the existing GP bank rec process?

    Particularly, we're looking for 2 things.

    - Speed up the time that it takes to open the reconcile bank statement window


    - Ability to search the reconcile bank statement window (let's say a particular check number) in order to more quickly find transactions & manually reconcile when needed

    Thanks in advance for any recommendations.
    Thank you,
    Kyle


    ------------------------------
    Kyle Malone, CPA
    GP Admin - CGB Enterprises, Inc.
    Lead Consultant/Blogger - https://alacarteGP.com
    Chapter Leader - Louisiana (New Orleans)
    Solugence | Find the software that FITS your business + integrates with GP. Find Software Smarter. https://solugence.com
    ------------------------------
    Conference-GPUG_200x200


  • 2.  RE: Bank Rec Enhancement ISV

    TOP CONTRIBUTOR
    Posted 7 days ago
    Maybe @Steve Endow could create a search screen like he did for PM, RM and SOP?

    Pretty please?

    -Joe

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    Joseph C. Markovich
    IT Manager
    Okaya Electric America
    Valparaiso IN
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  • 3.  RE: Bank Rec Enhancement ISV

    TOP CONTRIBUTOR
    Posted 7 days ago
    Hi @Joseph C. Markovich,

    Thanks for the shout out!

    Unfortunately, I am going to take a guess that reproducing the Select Bank Transactions window would require a fair amount of work, as there is probably a moderate amount of complexity going on behind that window.  (temp tables, status field updates, etc.)

    I suspect that the typical answer would be to use one of the third party GP bank rec modules, but I'm assuming that violates the "low cost" portion (and probably also the "simple" portion) of the OP.

    If there is demand for such a solution, and if there are a few people willing to help out with reverse engineering the window, and if there are a few customers willing to help finance the development (at cost), I'd be open to having my developer work on it.

    Steve

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    Steve Endow, Microsoft MVP
    Precipio Services
    Los Angeles, CA
    steveendow (at) gmail (dot) com
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  • 4.  RE: Bank Rec Enhancement ISV

    TOP CONTRIBUTOR
    Posted 4 days ago

    If you are looking for a way to speed up and improve GP Bank Rec - you need to look at Easy eBank rec.
    GPC Systems, Inc. has a solution called Easy e-Bank Rec – bank reconciliation for Microsoft Dynamics GP.  Eliminate tedious work, save time with automation, have clarity – and make month-end less stressful.
    Adrienne Lilly will be able to answer any questions:
    adrienne@gpcsystems.com



    ------------------------------
    Kim Peterson
    701-261-7307
    Kim@DynamicsConnections.com
    #KimPetersonGP
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  • 5.  RE: Bank Rec Enhancement ISV

    GPUG ALL STAR
    Posted 4 days ago
    Thanks everyone!  We're going to start with looking @ the off the shelf product(s) & then go from there.  I'll keep this thread update for future seekers!

    ------------------------------
    Kyle Malone, CPA
    GP Admin - CGB Enterprises, Inc.
    Lead Consultant/Blogger - https://alacarteGP.com
    Chapter Leader - Louisiana (New Orleans)
    Solugence | Find the software that FITS your business + integrates with GP. Find Software Smarter. https://solugence.com
    ------------------------------

    Conference-GPUG_200x200


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