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Upload option for batch creation in GP

  • 1.  Upload option for batch creation in GP

    Posted 16 days ago
    ​We have a funding system for Pcard outside of GP.  We do the funding in one platform and then do the back office entry in GP for the transaction and payment to match.
    Is there is a way I can do an upload with the Excel data to show the transaction and payment instead of manually doing the data entry?


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    Terrie Rancati-Leclair
    Freight Handlers Inc.
    Fuquay-Varina NC
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  • 2.  RE: Upload option for batch creation in GP

    Posted 16 days ago
    Hi, Terrie.

    Does your installation of GP have SmartConnect or eConnect installed by any chance?  The first is the easiest method, as it can be done with an Excel spreadsheet input and configured by users.  The latter is a bit trickier, as it requires SQL knowledge (via script) and/or .NET (to load via an application.)  There is of course a direct table import in GP, but it's not advisable as it has limited business rule validation.

    eConnect comes with GP, but it needs to be installed.  Without more info on your particular GP setup, I can't advise much more at this point.


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    Arthur Stewart
    Lutz FL
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  • 3.  RE: Upload option for batch creation in GP

    Posted 16 days ago

     

    Im not sure if I have those functions but once I was poking around after your reply found this option in other reports and it does mention a SQL report manager. 

     

    Thanks for the advice.  If I could eliminate this manual entry it would be a great help

    Terrie

     




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  • 4.  RE: Upload option for batch creation in GP

    Posted 15 days ago
    ​Thanks for the advice Arthur, I found out that we do have SmartConnect and the accounting director is going to look into that option in test environment.

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    Terrie Rancati-Leclair
    Freight Handlers Inc.
    Fuquay-Varina NC
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    Conference-GPUG_200x200


  • 5.  RE: Upload option for batch creation in GP

    Posted 15 days ago
    Terrie, I'm glad to hear you have SmartConnect.  It's probably the easiest and fastest way to get your task done.  As Thomas noted on this same thread, you could also use Integration Manager.  However, I don't recommend it because it's pretty darned slow and basically tied up your PC until it's done.  Once you get the hang of SmartConnect, you'll find it has many uses.


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    Arthur Stewart
    Lutz FL
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    Conference-GPUG_200x200


  • 6.  RE: Upload option for batch creation in GP

    TOP CONTRIBUTOR
    Posted 16 days ago
    I upload our credit card transaction via Integration Manager.  I use FileMaker Pro to capture and format the detail.  Then I export to a text file that is uploaded.  Very speedy but we do not have more than 125 transactions in the month.

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    Thomas Hill
    Staff Accountant
    M&A Technology, Inc.
    Carrollton TX
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    Conference-GPUG_200x200


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