Infinia Integrator – AP
Companies compile many types of transactions outside of their accounting software and that can not be easily integrated into Microsoft Dynamics GP. Now those Accounts Payable (AP) transactions can easily be imported from Microsoft® Excel and into Dynamics GP with a simple Copy-Paste-Import. Select the company, choose the batch, and paste. The AP transactions are immediately fully validated before being imported into Dynamics GP. Best of all, there are no complex integrations to define or maintain.
- Immediate error validation without any data mapping by the user.
- Ability for user to show only errors before importing.
- Ability to import multiple AP transactions with a single Copy-Paste-Import.
- Supports Dynamics GP Payables Management Transaction Entry of invoices, credit memos, finance charges, miscellaneous charges and returns.
- Transactions can be imported into an existing batch or a new batch can be created on-the-fly.
- Support of single and recurring AP batches.
- GL distribution account numbers are fully validated, including checks for inactive accounts and direct account entry not allowed option in Dynamics GP.
- Dollar amounts are fully validated.
- Ability to apply vendor defaults from Dynamics GP.
- Support for Dynamics GP Intercompany.
- Support for Dynamics GP Multicurrency companies (functional currency transaction only).
- Transactions are imported into an open AP batch for review prior to posting into Dynamics GP.
- Security enabled to restrict users who can import into Dynamics GP.
- Ability to export required column names back to Excel for creating new templates.
- Ability to direct the import to include or exclude certain information, including support for: payment terms, due date, discount date, trade discount, freight, miscellaneous charges, voucher description, purchase order numbers, address ID, remit to ID, shipping method, GL account distributions, 1099 amounts, 1099 box number and purchase tax details.
Integrator Case Study
Read this Integrator customer story to see how they streamlined accounts payable management from four hours a week to less than a minute with the Infinia Integrator for GP.