Push-button imports
Push one button to pull all
the transactions from your
Dynamics GP system
If some of your transactions
are in another system (say, if
you’re transitioning to GP) use
the Excel import to bring all
those transactions quickly into
your reporting solution.
The built-in excel template
ships with Pickax, so you
KNOW you’ll fill in the right
fields with the right data, first
time.
Full import control
Pickax lets you choose which
companies to import, so you
can always ignore test or temp
databases. Don’t wait to
import data you don’t want!
The more data you pull, the
longer it takes. You choose to
pull in only what you need. Of
course, if you ever need to,
you can re-import everything
by choosing “All Data”.
Intelligent aggregation
It’s one thing to have data; it’s
another to make sense of it.
Having all your transactions in
one place, in one currency, is
only the first step. Pickax
provides an intuitive (yes,
really!) drag & drop interface to
help you aggregate your natural
and other segments, and
companies, into a sensible
structure.
Colour-coded account list ensures
no account is missed, and none are
used more than once.
Natural accounts are unique to their
company, so each Natural/Company
combination can be placed in different
places on the Account Tree.
This is the out-of-the-box Account Tree structure that you
drag & drop your accounts into. You have up to 6 tiers of
tree nodes available (only 4 showing) to make sure you can
drill into your data intelligently, step by step.
All tiers (other than the first 2) may be renamed, moved,
deleted, or added to - you have total control over how to
display your financial information. We just get you started
with a helpful structure; over 50 nodes are pre-structured so
you can get up & running quickly!
Similar functionality is provided to organize your
dimensional segments (like departments & cost centers)
and your GP companies. It’s so easy, you’ll look forward to
corporate reorganizations!
