From the Microsoft Dynamics GP Blogs: Credit card transactions; Enhancements; Missing security roles, tasks; User preferences

Sending
User Review
0 (0 votes)

This week, on the Dynamics GP blog roundup:

  • Dynamics GP Fall 2020 – import credit card transactions
  • Top enhancements in GP 18.3
  • New security roles and tasks missing after upgrading to GP Fall 2020 (18.3.1173 or later)
  • Five ways to instantly utilize user preferences

Microsoft Dynamics GP Fall 2020 – import credit card transactions

Writing on the Dynamics GP Support and Services Blog, Margi Jandro stated that if you import a credit card statement to a vendor account in Dynamics GP, it will be faster and easier for you to enter invoice transactions.

In the post, Jandro explained how to import the credit card transactions as payable invoices or manual payments and the reasons for doing so. She noted that once this process is finished, you’ll get a report with a list of the transactions and the status of each of them.

An example of how this will work is; a company gets their credit card statement electronically or they can download the transactions to a qbo/qfo/qfx file locally. This allows the user to bring that data into Microsoft Dynamics GP and generate invoices for the credit card that is set up as a vendor within the Dynamics GP system.

She then offers a detailed explanation of how to import credit card transactions.

Top enhancements in GP 18.3

FREE Membership Required to View Full Content:

Become a MemberLogin

Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates. 
Learn more about us here

Leave a Reply