Financial ​Elementz

A collection of windows and reports that enhance standard financial Dynamics GP functions.

Financial Elementz is a set tools that significantly improves productivity with easy to use windows and reports.  
Designed and created by our Microsoft Dynamics GP consultants and developers to improve the daily tasks of a typical finance team.

• Overview
• Additional Features
• Videos
• Free Trial
• Pricing

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Payables Transaction Analysis

• Separate Debit and Credit column to differentiate invoices from payments/credit notes
• Window opens by default for OPEN transactions, displaying a running and grand total on the account
• Drill-down to original document and to payment/apply details
• Display indicator for which transactions are on Hold
• Print facility to output supplier transaction detail

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Receivables Transaction Analysis

• Separate Debit and Credit column to differentiate invoices from payments/credit notes
• Window opens by default for OPEN transactions, displaying amount remaining and grand total on the account
• Drill-down to original document and to payment/apply details
• Display indicator for which transactions that have Notes – with direct link to note
• Print facility to output customer transaction detail
• Actual numbers of days taken to pay each invoice is displayed – with average value calculated
• Indicator to show if customer account is on-hold

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PM Aged Trial Balance & RM Aged Trial Balance reports

• Option of detail or summary report
• Option to output to csv format so the report can open cleanly into Microsoft Excel
• Report columns are shown in calendar months
• Option to filter transactions by Due Date or Document date view
• Fast generation of report results

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Payables – Payment File converter

• Transforms standard payment output into the file format for specific named banks.
• The transformed file can then be uploaded/imported into that given bank’s software to action payment

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Sales Order Enquiry Window

• Flexible order selection and filtering options
• Drill-down to source documents
• Status display of key documents involved in the sales cycle

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In addition to the tools described, customers also get access to:

• GL Detail Enquiry 
• GL History Detail Enquiry
• Customer Credit Check   
• Vendor Remittance Reprint
• Customer View     
• Zoom  for Customer/Vendor Consolidations

Financial Elementz - Demo

Financial Elementz - Overview

Financial Elementz - General Ledger Import

Financial Elementz - General Ledger Code Import

Financial Elementz - Run Manual Payment Import

Financial Elementz - Manual Payment Import

Financial Elementz - Receivables Transaction Import

Financial Elementz - Payables Transaction Import

Financial Elementz - Run General Ledger Import

Financial Elementz
​Available Imports

Financial Elementz - Run Receivables Transaction Import

Financial Elementz - Run Payables Transaction Import

What's included 

• Unlimited use of Financial Elementz using the Fabrikam "TWO demo company
• A user guide to set up Financial Elementz 
• Financial Elementz Fact Sheet

Download

Financial Elementz for Dynamics GP 2018          Download

Financial Elementz for Dynamics GP 2016          Download

Financial Elementz for Dynamics GP 2015          Download

​Financial Elementz for Dynamics GP 2013          Download

Financial Elementz for Dynamics GP 2010          Download

Financial Elementz for Dynamics GP 10.0          Download

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