It is now very easy to export detail Trial Balance reports (GL, AP and AR) from Dynamics GP to Excel using the SRS reports that come with Dynamics GP 10.0 and 2010. Before, it required a lot of editing and formatting to get the reports to look OK in Excel.
Now, the SRS reports are easy to install, especially if you are on SQL 2008, and they export beautifully to Excel. There is a little additional security that needs to be set up, so that users have access to the Report site. There are many SRS reports that come with the system that can all be accessed from within GP or from your company’s Intranet Site. If you are on SQL 2008, you can also add numerous KPI’s and Charts that can be set up to display on your Home Page.
If you are located in Arizona or the surrounding area, contact Sherwood Systems at (877) 943-9696 for assistance in determining how Microsoft Dynamics GP can help your organization.
By Sherwood Systems – Arizona Microsoft Dynamics GP Partner