Belinda Allen, Smith & Allen Consulting, Inc. (SACI) aka Belinda the GP CSI.  Microsoft Professional, MCT and MVP.describe the imagedescribe the image

Belinda supports

Follow Me


If you are not a member of the Microsoft Dynamics GP Community, you should be, I am a member.

There is loads of good information, including a forum that I actively answer.

Click on this link to go to the Microsoft Dynamics Community!

Search this Blog


Subscribe by Email

Your email:

Need Microsoft Dynamics GP Forms?

Purchase Deluxe Products

Click on the image above to find your compatible Microsoft Dynamics GP forms from Deluxe For Business.

Click HERE to download Brochure.

This is all about how I use GP, based on what I learned in my investigations with clients...

Current Articles | RSS Feed RSS Feed

Dynamics GP Transaction Matching, cool feature (and Project tool??)

A follower of my blog recently asked about using Microsoft Dynamics GP Transaction Matching for Project tracking. I immediately said no, that it could not do that. Transaction Matching is meant for linking entries or lines of entries with a commonality, like “Month End Close” and “Audit Entries” or a bunch of messy entries and corrections.

After I told him no, I began thinking “Projects are a group of entries or lines of entry with commonality.” So I set out to see if it would work.

It Does work! It is a manual process to manage the links, and other tools are better. But if you do not own the other tools, this will work!

I did put together a SQL script that allows me to use Excel for really good Analytics (reporting.) Take a look for yourself! And remember, always think outside the box!

Belinda (the GP CSI) Allen
All Posts