Tuesday, August 19, 2014
Copy from Excel into Dynamics GP General Journal Transaction
Posted by Steve Chapman
GP 2013 R2 includes new functionality that allows you to copy and paste information from Excel into the Dynamics GP general journal transaction entry screen. It’s really very easy to use. Just get the information into this simple format: Description – Account – Debit – Credit.
Here’s an example:
Select the data you want and copy it.
Then go to the general journal transaction entry screen and click on “Paste.” The copied information will populate the screen.
Here’s a quick video that shows the process in action:
Discover more insider tips and tricks throughout the Armanino Dynamics blog and visit our Microsoft Dynamics video channel for more how-to videos and customer testimonials.
Steve has over 15 years of experience in business systems consulting, and 20 years of experience in management accounting and finance with small and mid-sized businesses in the construction, distribution, service, and technology industries.