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Excel Copy/Paste for Payables

  • 1.  Excel Copy/Paste for Payables

    SILVER CONTRIBUTOR
    Posted 3 days ago
    Does anyone have suggestions for Copy/Paste functionality from Excel to Payables?  I know that functionality exists in the G/L, but it looks like we would have to use a 3rd party app for Payables.  Just curious if anyone has found a good option.

    Thank you.

    ------------------------------
    Vicki Hillary
    RDV Corporation
    Grand Rapids MI
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Excel Copy/Paste for Payables

    TOP CONTRIBUTOR
    Posted 3 days ago
    Hi @Vicki Hillary ,

    Armanino has additional excel copy paste options.  I'm including the link below.

    https://www.resgroup.com/microsoft-dynamics-gp-accounting-software/copy-and-paste-tools

    There has also been some talk about the October 2020 release including copy/past functionality for the Payables (link to one such article below).  I'm not sure that's 100% certain yet.  @Terry Heley - can you confirm if this feature made it in the October release?

    https://community.dynamics.com/gp/b/azurecurve/posts/what-s-new-in-the-microsoft-dynamics-gp-october-2020-release​​​

    Thanks,

    Samantha

    ------------------------------
    Samantha Higdon ,CPA,CGMA
    Consultant
    Lagom, LLC
    Carmel IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Excel Copy/Paste for Payables

    Posted 15 hours ago
    Does this new Copy / Paste work with intercompany invoices?

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    David Gading
    The Heritage Group
    Indianapolis IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Excel Copy/Paste for Payables

    TOP CONTRIBUTOR
    Posted 10 hours ago
    Hi @David Gading ,

    If by the "new" you mean what's coming out with the latest version of GP, what I've read thus far hasn't explicitly said one way or the other.

    What I've read has said you can use the excel copy/paste for payables "just like the GL"....and the GL feature doesn't include intercompany.  @Terry Heley confirmed the new payables copy/paste made it into GP so she may be able to confirm if it contains the intercompany feature or not.

    If it does not, I believe a few of the other resources/add ins referenced in this thread would address the intercompany payables.​​

    Thanks,

    Samantha

    ------------------------------
    Samantha Higdon ,CPA,CGMA
    Consultant
    Lagom, LLC
    Carmel IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Excel Copy/Paste for Payables

    GOLD CONTRIBUTOR
    Posted 3 days ago
    Hi Vicki,

    I have used Excel Infinia in the past and it's very good!

    http://www.excelintegrator.com/infinia-integrator-ap/

    ------------------------------
    Christine Boisvert
    Technical Sales / Report Trainer
    Vivid Reports
    Winnipeg MB
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Excel Copy/Paste for Payables

    Posted 2 days ago
    Is this the same as or similar to Titanium which we use in our GP for A/P?

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    Susan Dickerson
    Southern Environmental Law Center
    Charlottesville VA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Excel Copy/Paste for Payables

    GPUG ALL STAR
    Posted 3 days ago
    I'm happy to say and confirm this feature did make it in the October 2020 release, YEAH!!! :-)
    I will have a blog out shortly of all the features that will be included.
    Thanks
    Terry Heley
    Microsoft

    ------------------------------
    Terry Heley
    HR/PR expert
    Microsoft
    West Fargo ND
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 8.  RE: Excel Copy/Paste for Payables

    SILVER CONTRIBUTOR
    Posted 3 days ago
    Thanks everyone, we will look for it in the October release!

    ------------------------------
    Vicki Hillary
    RDV Corporation
    Grand Rapids MI
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 9.  RE: Excel Copy/Paste for Payables

    GOLD CONTRIBUTOR
    Posted 2 days ago
    Does anyone have a solution for copy/paste intercompany journal entries?

    ------------------------------
    Theresa Rago
    Manager, Financial Systems
    CV Starr & Co, Inc.
    New York NY
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 10.  RE: Excel Copy/Paste for Payables

    TOP CONTRIBUTOR
    Posted 2 days ago
    Hi @Theresa Rago ,

    GP's native Copy/Paste functionality does not include the intercompany piece, and I don't believe the release scheduled for October 2020 does either.

    However, you can use one of the following solutions for intercompany journal entries:
    1.) SmartConnect
    2.)Integration Manager
    3.) Infinia Integrator​ -http://www.excelintegrator.com

    Take a look at those options.  If you have questions, I'm happy to go into more detail on any that strike your fancy.

    Thanks,

    Samantha

    ------------------------------
    Samantha Higdon ,CPA,CGMA
    Consultant
    Lagom, LLC
    Carmel IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 11.  RE: Excel Copy/Paste for Payables

    GOLD CONTRIBUTOR
    Posted 2 days ago
    Hi @Theresa Rago

    I have used this free Excel copy paste inter-company with several client with no issues.  You can find it here:  https://jamesdlyn.wordpress.com/2015/04/10/gp-paste/




    ------------------------------
    Barry Crowell
    BI/EDW Solution Architect
    KTL Solutions, Inc
    Frederick MD
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 12.  RE: Excel Copy/Paste for Payables

    Posted 2 days ago
    Hi Everyone,

    That is exciting news to hear! I am glad that GP made this functionality upgrade/update!

    Thank you GP Team,

    ------------------------------
    Christine Polifka
    BIG KAISER Precision Tooling Inc.
    Hoffman Estates IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


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