A client asked me where they could find out some metric-type information from the last couple of years’ processing in Dynamics GP, such as the number of A/P invoices processed, number of cheques processed etc.; and the same for A/R if possible.
Simple question, not so simple answer. I admit it never occurred to me, this information isn’t particularly easy to get to in GP in aggregate form, or I’m drawing a complete blank on where to get it. There are many inquiry windows but most with this type of thing are at a customer level, not company level.
So, I wrote a couple of quick smartlists – one for A/P, one for A/R, and I thought I’d write it out as this client likely isn’t the first one to ask this question! I’ll call it a poor man’s dashboard… it’s simple, and for those who haven’t delved into dashboards yet or graphs or KPIs, this may suffice for some simple information about what you’re processing in Dynamics GP.
Continue reading “Poor man’s dashboard?”