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Mass Journal Entry import solution

  • 1.  Mass Journal Entry import solution

    Posted Sep 10, 2019 02:35 PM
    Looking for a cheap add on tool to GP for importing JE...anyone have experience with Excel integrator or Smart connect? If so can the entries get imported at a sub-ledger level or only financial level?  Also do any of these solutions work with the Project Cost Module?

    Thank you in advance.

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    Rose Stern
    Financial Controller, CPA
    Lion Tree
    New York NY
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  • 2.  RE: Mass Journal Entry import solution

    TOP CONTRIBUTOR
    Posted Sep 11, 2019 12:58 AM
    SmartConnect can import data in Payables, GL, and Receivables, among others. It does interface to Project Accounting.

    But it doesn't hit every window.
    Here's a link to what it can hit.

    https://www.eonesolutions.com/tech-tuesday-what-data-can-smartconnect-integrate-in-dynamics-gp/

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    Charles Allen
    Senior Managing Consultant
    BKD Technologies
    Houston, TX
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  • 3.  RE: Mass Journal Entry import solution

    GOLD CONTRIBUTOR
    Posted Sep 11, 2019 08:17 AM
    Rose,

    A very 'cheap' way to import Journal Entries is to use the Excel Paste function on the Transaction Entry window (transactions > financial > general).  It's free!

    Chris

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    Chris Donnelly
    Sr Mgr of Info Systems and Financial Reporting
    Healthmark Industries
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  • 4.  RE: Mass Journal Entry import solution

    Posted Sep 11, 2019 10:22 AM
    Thank you all for responding- some follow up
    the very cheap way mentioned above- does that allow for mass entries at one time? the suggestion seems like the manual process, looking for an easier solution
    Anyone have experience with excel integrator?

    Thanks
    Rose

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    Rose Stern
    Financial Controller, CPA
    Lion Tree
    New York NY
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  • 5.  RE: Mass Journal Entry import solution

    GOLD CONTRIBUTOR
    Posted Sep 11, 2019 11:33 AM
    Rose,

    It will only do one journal entry at a time.  Sorry, I have not used excel integrator.

    I suggest SmartConnect.  It's worth a look.

    Chris

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    Chris Donnelly
    Sr Mgr of Info Systems and Financial Reporting
    Healthmark Industries
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  • 6.  RE: Mass Journal Entry import solution

    Posted Sep 12, 2019 09:33 AM
    Infinia's Excel Integrator is excellent.  Nothing to build, works out of the box, easy to install and is easy to use.  Data validation is performed and errors highlighted before it goes in to GP.

    All of the clients that I have had over the years have loved it.  Never had a bad review.  You should contact them for a demo.

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    Jeff Stowe
    IT Application Analyst
    Multiplan, Inc
    Sarasota FL
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  • 7.  RE: Mass Journal Entry import solution

    Posted Sep 11, 2019 01:26 PM
    If you already own Integration Manager, that will work for a batch of transactions as well. You can do a mass upload but not really "automate" it to run on its own.  Not easily.  I also think SmartConnect is great.

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    Stefanie Christiana
    Glidewell Laboratories
    Irvine CA
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  • 8.  RE: Mass Journal Entry import solution

    Posted Sep 11, 2019 01:34 PM
    Check out https://www.titaniumgp.com/

    Supports multiple modules using excel templates with an excel paste functionality in the Additional Menu.

    Thanks,
    Kevin

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    Kevin
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  • 9.  RE: Mass Journal Entry import solution

    Posted Sep 12, 2019 08:23 AM
    I agree with the suggestions above.  SmartConnect is probably the best "bang for your buck" but I've used Integration Manager is the past for journal entry creation as well, specifically payroll entries from ADP.  If your source data can easily be pulled into Excel than SmartConnect would be a logical choice.

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    Jacob Kirby
    OneStream Networks
    Rochester
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  • 10.  RE: Mass Journal Entry import solution

    GPUG ALL STAR
    Posted Sep 12, 2019 09:31 AM
    Hey @Rose Stern

    First, for JE importing ONLY you do not need any integration tools since GP now has (since many versions ago) the ability to copy and paste a JE from Excel to GP in the JE window.

    To your other points, the solution called SmartConnect can integrate, in any fashion, just about anything you need, including the Project Module!

    Let me know if you have any particular questions, it is one of my favorite products and the BEST at integrating.​

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