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Suggestions for replacement of Nolan ABR

  • 1.  Suggestions for replacement of Nolan ABR

    Posted Jul 09, 2019 08:44 AM
    We currently use Nolan ABR for bank reconciliation. We have a LOT of transactions and it's extremely time-consuming. Plus, it was out of balance when I took it over a year ago and I'm having to download everything to Excel and balance manually. Is there another bank rec module that someone could recommend that's more flexible than Nolan? (i.e. once the transactions are uploaded into Nolan, if more transactions are input into GP you can't get those into the module) Or is there someone who could provide us training on Nolan as our rep isn't very knowledgeable on it.

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    Joanna Gelinas
    My Florida Regional MLS
    Maitland FL
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    Conference-GPUG_200x200


  • 2.  RE: Suggestions for replacement of Nolan ABR

    GPUG ALL STAR
    Posted Jul 09, 2019 10:16 AM
    Hi Joanna,
    You should get in touch with Nolan directly.. they do have a direct support e-mail address for North American customers..
    US Support <ussupport@nolanbusinesssolutions.com>

    Get in touch with Jennifer Perez, she will direct you to the proper resources for training.

    @Kim Haythornthwaite is also a good resource to get in touch, as she is the ​business development manager for North America.

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    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
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    Conference-GPUG_200x200


  • 3.  RE: Suggestions for replacement of Nolan ABR

    Posted Jul 10, 2019 09:19 AM
    Hi Joanna,
    I can't speak directly to your comment that once the transactions are uploaded into Nolan if more transactions are input into GP you can't get those into the module but  I would also recommend that you reach out to Nolan's support team to confirm.  If this in fact something that Nolan does not support and something that you need to simply for your reconciliation process, Encore Business Solutions offers Bank Reconciliation Tools for Microsoft Dynamics GP.  Account Reconciler pulls all transactions that have posted through the GL Account assigned to the GP checkbook into the reconciliation window based on the statement date and if a transaction is entered and posted to a date within the reconciliation period or earlier the new transaction will pull in for clearing.  The companion tool to Account Reconciler is Auto Reconciler which will allow you to import a file from the bank to automatically clear transactions.

    If after speaking with Nolan you are still looking for an alternative solution feel free to reach out to me.

    Bank Reconciliation Tools

    Sherry (Sam) Bettencourt
    (D) 204-235-2336
    sherry.bettencourt@encorebusiness.com



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    Sherry (Sam) Bettencourt
    Practice Lead, Products
    Encore
    Winnipeg
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    Conference-GPUG_200x200


  • 4.  RE: Suggestions for replacement of Nolan ABR

    Posted Jul 11, 2019 05:23 PM
    Joanna,
    One of the significant advantages Nolan ABR has over GP's Bank Reconciliation module is the automated matching feature based on user-configurable matching and grouping rules. When the proper rules are in place the volume of transactions a user actually typically has to manually reconcile is considerably reduced.

    Perhaps a brief review of the rules with the great folks at Nolan support (https://www.nolanbusinesssolutions.com/us/support/) will help. Otherwise, since it sounds like you have the account currently reconciled in Excel it may be easier to setup a new Bank Account ID in Nolan ABR and set it to have the last known reconciled details from the Excel reconciliation.

    If speaking to a Microsoft Dynamics GP partner experienced with Nolan ABR and conveniently located nearby would be of interest to you feel free to contact me.



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    Darren Hunt
    Manager
    RSM
    4075813649
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  • 5.  RE: Suggestions for replacement of Nolan ABR

    Posted Jul 12, 2019 09:18 AM
    Thank you, Darren!  I don't think we were aware of the matching configurations. I will definitely speak to someone at Nolan.

    Thanks everyone for all the suggestions!

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    Joanna Gelinas
    Stellar MLS
    Maitland FL
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    Conference-GPUG_200x200


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