Most office staff today perform a lot of analysis in Excel. Staff are comfortable in Excel & familiar with its various functions. As a result, staff may prefer to upload general journal entries through an excel based template. Many times, large entries, such as those to a payroll clearing account, may need to be calculated in Excel before they can be entered in the system. When staff already have the entry in Excel, its very convenient to be able to directly upload into GP. As such, WebSan offers it's clients an Excel based Journal Entry upload tool capable of handling multiple journal entries spanning as many lines as required.
All customers should ensure their ERP partner / VAR offers the same baseline functionality in their system.
Adam MacIntosh is a Senior Account & Project Manager with WebSan Solutions Inc, a Microsoft Dynamics GP Partner and 2013 Canadian Channel Elite Awards Finalist. Adam can be reached at