Pyrus comes with pre-built integration for Microsoft Dynamics GP, the popular business accounting software.
Microsoft Dynamics GP integration requires three short steps:
The step-by-step guide below will walk you through these steps for successfully configuring Microsoft Dynamics GP integration.
You can export the invoice image to GP, along with the invoice itself.
In Microsoft Dynamics GP, open Administration –> Company –> Document Attachment Setup.
Check Allow document attachments and select Attachment Location Options: Default Location.
To check whether the invoice image was successfully attached, open the invoice card and click on the Attach icon.
Select File attachment and click Preview as shown in the screenshot below.
Pyrus Sync allows you to configure catalog synchronization with Microsoft Dynamics GP. It automatically checks for any changes in the Accounts and Vendors lists, then updates the Pyrus catalog as necessary. In this case, you don’t need to save the Accounts and Vendors from Microsoft Dynamics GP and import them to Pyrus manually.
To synchronize a Pyrus catalog with the Vendors, follow these steps:
To synchronize a Pyrus catalog with the Accounts list, follow the same steps.
You can apply a filter to the catalog. Let’s say you only use Pyrus to process accounts payable and you don’t really need the extra account types in your Accounts list, like Revenue or Asset. You can apply a filter that lets you choose a GL code from a list that features only Expense accounts.
Open your connection settings and click on More options.
To define your filter, put a regular expression into the Filter condition field. For example, the following regular expression will leave only Expense accounts in the Accounts list:
This expression filters out all accounts whose GL codes begin with any number from 0 to 4. The filtering occurs only in the first column of the catalog.
Pyrus monitors that the synchronization is continuous, and reports situations that might prevent or interrupt the successful exchange of data. In case of an error, the invoice will be reset to the previous step, a reviewer will be added to the task, and an error explanation will be added to the comments.
Below, you will find a list of potential issues and ways to address them.
If SQL Server is not available, then the invoice will remain at its current step until the connection is restored.
Our software integrates with a variety of other software as well, so please contact us to make sure your needs are met.