How many of you out there are using Analytical Accounting with Dynamics GP? It is a great tool that allows you to flag distribution amounts to codes, without having to increase the length of your General Ledger Accounts. Through many times of implementing this module, we at Tridea have found that a few custom reports can make everyone’s lives easier. Because it is an additional module, outside of the standard GP modules, Smartlists and Edit Lists are limited and can be made more efficient.
Using SQL Server Reporting Services to create custom reports, users can access their Analytical accounting data and balances quickly and accurately. Furthermore, SSRS reporting can be used to create edit lists that will combine standard Edit List reports from GP with the Analytical accounting information. Custom buttons can be added to the batch entry window that will trigger the SQL report to generate, pulling only transactions contained in the batch selected. Not only does this consolidate the information needed for editing and reviewing batches, but it will also reduce the amount of paper allowing for a greener approach to accounting!
This article was written by Kaydee Baker, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, New England and surrounding regions.