Day: July 29, 2020

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

Earlier today I published a post on creating a Manual Payments import and am accompanying it with this video version of that post.

You can watch the GP Elementz – Financial Elementz – Create Manual Payments import video:

This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

As well as the Payables Transaction Import covered over the last couple of posts in this series, Financial Elementz includes a Manual Payments Import with which you can import payments from other systems into Microsoft Dynamics GP. The source file is an Excel spreadsheet and the import definition window allows you to create multiple definitions for importing payment files.

The Payment type column is a numeric identifier from one of the below four payment types (as supported in the Manual Payment Entry window):

0. Cheques/Checks
1. Cash
2. Credit Card (Card name is a mandatory field for this payment type)
3. EFT

I am going to create an import definition for the below example file:

Continue reading “Features of Financial Elementz from ISC Software: Create Manual Payments import”