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EFT

  • 1.  EFT

    Posted Mar 19, 2020 10:21 AM
    We are on GP 2015 and are wanting to pay our employees expense checks through EFT.  I know GP has that capability, but I cannot find where to go to set it up.  Does GP 2015 have EFT capability?

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    Durlie Barati
    Senior Accountant
    Florida Chamber of Commerce
    Tallahassee FL
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: EFT

    GPUG ALL STAR
    Posted Mar 19, 2020 10:31 AM
    Edited by Michelle Lowry Mar 20, 2020 09:27 AM
    Hi @Durlie Barati

    Here is a GPUG Webinar on how to get this accomplished.

    https://www.gpug.com/viewdocument/setting-up-and-using-eft-in-dynamic?CommunityKey=f5effb5c-1971-4d11-af16-0817422d8c8d&tab=librarydocuments


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    Academy - Online Interactive Learning from Experts


  • 3.  RE: EFT

    Posted Mar 19, 2020 12:53 PM
    Yes, it is COVID related.  We are going to start working from home next week and our employees would like to receive their expense checks electronically so they don't have to come into the office to pick up checks.  I have looked and do not see where you go to set up EFT.  Is there a setting that we need to turn on to be able to do this or do we just not have the capability?

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    Durlie Barati
    Senior Accountant
    Florida Chamber of Commerce
    Tallahassee FL
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: EFT

    GPUG ALL STAR
    Posted Mar 19, 2020 01:01 PM
    Hi @Durlie Barati

    Did you watch the video?

    If you go to Financial>Cards>​  do you see the EFT File Format Setup?  If not then it is a securities issue because the capability is definitely there, out of the box, in GP 2015

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    Academy - Online Interactive Learning from Experts


  • 5.  RE: EFT

    Posted Mar 19, 2020 01:16 PM

    Yes I watched the video.  I thought it was very helpful in the way you walked through all the steps.  I looked under Financial>Cards> and do not see anything EFT related.   I even tried logging on as System Administrator and still do not see it.  I will have to get with my IT department to look at anything related to security settings.  Is there a particular place I should ask him to look.

     

     

    Durlie Barati

    Senior Accountant

    Florida Chamber of Commerce

    136 S. Bronough Street, Tallahassee, FL 32301

    P: 850.521.1262 | www.FloridaChamber.com

     

    Florida Chamber's COVID-19 Resource Center

     

     

     

     

     




    Academy - Online Interactive Learning from Experts


  • 6.  RE: EFT

    GPUG ALL STAR
    Posted Mar 19, 2020 01:35 PM
    @Durlie Barati

    You logged in as 'sa' or a different PowerUser?

    Essentially to get it set up you need these securities (At the TASK level and then add the TASK to YOUR security setup)







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    Academy - Online Interactive Learning from Experts


  • 7.  RE: EFT

    Posted Mar 19, 2020 02:46 PM
      |   view attached

    Jo, I have been given access to just about everything and I still don't see the EFT when I go to Financial>Cards.  What are we missing?

     

     




    Academy - Online Interactive Learning from Experts


  • 8.  RE: EFT

    GPUG ALL STAR
    Posted Mar 19, 2020 02:57 PM
    Edited by Michelle Lowry Mar 20, 2020 09:32 AM

    Have you exited GP and then gone back in?  New securities are only activated when you log out and then back in.

     

     

    Hoping you and yours are safe and well during this crisis!

     

    Thanks!

     

    Kindest Regards,

     

    Jo A deRuiter

    ERP Practice Manager, AISLING DYNAMICS CONSULTING, LLC

     Atlanta, GA

    P (951) 867-4366 

    E jo.deruiter@aislingdynamics.com 

    W https://aislingdynamics.com/

     

     

    "A dream doesn't become reality through magic; it takes sweat, determination, and hard work" – Colin Powell

     

    IMPORTANT: The contents of this email and any attachments are confidential. They are intended for the named recipient(s) only. If you have received this email by mistake, please notify the sender immediately and do not disclose the contents to anyone or make copies thereof.

     

     




    Academy - Online Interactive Learning from Experts


  • 9.  RE: EFT

    GPUG ALL STAR
    Posted Mar 19, 2020 03:00 PM
    Edited by Michelle Lowry Mar 20, 2020 09:33 AM

    @Duralie Barati

     

    Also, did he add this task to your specific securities?

     

     

    Hoping you and yours are safe and well during this crisis!

     

    Thanks!

     

    Kindest Regards,

     

    Jo A deRuiter

    ERP Practice Manager, AISLING DYNAMICS CONSULTING, LLC

     Atlanta, GA

    P (951) 867-4366 

    E jo.deruiter@aislingdynamics.com 

    W https://aislingdynamics.com/

     

     

    "A dream doesn't become reality through magic; it takes sweat, determination, and hard work" – Colin Powell

     

    IMPORTANT: The contents of this email and any attachments are confidential. They are intended for the named recipient(s) only. If you have received this email by mistake, please notify the sender immediately and do not disclose the contents to anyone or make copies thereof.

     

     




    Academy - Online Interactive Learning from Experts


  • 10.  RE: EFT

    Posted Mar 19, 2020 03:12 PM

    I logged out and logged back in.  I even rebooted my computer and I still can't see it.

     

    Durlie Barati

    Senior Accountant

    Florida Chamber of Commerce

    136 S. Bronough Street, Tallahassee, FL 32301

    P: 850.521.1262 | www.FloridaChamber.com

     

    Florida Chamber's COVID-19 Resource Center

     

     

     

     

     




    Academy - Online Interactive Learning from Experts


  • 11.  RE: EFT

    TOP CONTRIBUTOR
    Posted Mar 20, 2020 07:31 AM
    @Durlie Barati,

    Although GP 2015 may come with EFT as a default, perhaps you do not have that module "activated" in the Registration window? This can be found on the Administration Page under Setup>>System>>Registration. As noted in the dialogue at the top of the screen shot, you can unmark modules that you do not want to use. This will keep your area pages free of clutter.

    Please let us know if this does not fix it as that may indicate something more is going on.


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    Barbara Gavron
    Atlantic Beach / Jacksonville FL
    904-536-0129
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    Academy - Online Interactive Learning from Experts


  • 12.  RE: EFT

    GPUG ALL STAR
    Posted Mar 20, 2020 08:44 AM
    @Durlie Barati

    Also if it does not appear in that list was the EFT for Payables installed as part of the GP client installation? It is a separate module that needs to be installed.​

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    Bert Green
    GP Developer/GP Administrator
    Berger Transfer & Storage, Inc.
    Saint Paul MN
    GP2015/MR CU11
    GPUG All Star 2017
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    Academy - Online Interactive Learning from Experts


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