Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.

I n f i n i a

Integrator
Copy-Paste-Import from Excel® to Microsoft Dynamics®GP

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

Infinia Integrator Version 5.1 - What’s New

Table of Contents
Infinia Integrator Version 5.1 What’s New ............................................................. 3
v5.0 - Ability to Export Integrator Grid with Errors back to Excel ................. 3
v5.0 - Microsoft Dynamics GP 2013 Compatibility ................................................. 5
v5.0 - Supported Microsoft Dynamics GP Versions................................................ 6
v5.0 - Other Compatibility Support ........................................................................... 6
v5.0 - Other Requirements for Infinia Integrator v5 .......................................... 6
v5.0 - Dynamics GP 2013 support for re-naming the “Dynamics” system
database ............................................................................................................................ 6
v5.0 - Naming of the Sample Company database in Dynamics GP 2013 ............. 7
v5.0 - Support for Payables Invoices Terms Discount Taken.............................. 7
v5.1 – NEW MODULE – Ability to import multiple journal entries with one
copy-paste-import ........................................................................................................ 10
v5.1 – New GL journal entry feature to allow debits and credits in one column
in the import template................................................................................................. 14
v5.1 – New GL import data fields now include option for three originating
fields ................................................................................................................................ 15
v5.1 – Ability to Include or Exclude the GL Detail Destribution Reference .. 16
v5.1 – New GL journal entry setup screen .............................................................. 19
v5.1 – New option to Disable Binary Stream Multi-Entity Management when
importing ......................................................................................................................... 21
v5.1 – New Security window allowing multi-selection options for users .......... 22
v5.1 – Maximum dollar amount increased for imports .......................................... 23
v5.1 – New Tool Tips and Column Header Bubble-Help ........................................ 24
v5.1 – New Tool Tips when using MEM add-on modules ....................................... 25
v5.1 – New Infinia Integrator Home Page details ................................................ 25
v5.x - Infinia Integrator fixes.................................................................................. 26
Contact Information .................................................................................................... 26

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

Infinia Integrator Version 5.1 What’s New

This “What’s New” document will detail the major enhancements made to the
software since the version 4.8 release. This What’s New document contains
new features for both version 5.0 and 5.1. Each item will be listed indicating
what version the new feature was added.

v5.0 - Ability to Export Integrator Grid with Errors back to

Excel

The Infinia Integrator v5 adds the ability to allow users to export the
Integrator grid back to Excel. This feature will allow the user to export
either the entire grid back to Excel or export just the errors. When errors
exist in the grid this new feature will allow quicker editing of errors in Excel
and allow the user to quickly paste the data right back into the Integrator.

See the following example screenshots of the new Export function:

Export to Excel from Integrator:

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

Integrator allows the user to open the Excel export from Integrator:

Grid export is visible now in Excel:

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

Correct your errors in Excel and Copy from Excel back to Integrator:

Paste in Integrator to complete validation of data:

v5.0 - Microsoft Dynamics GP 2013 Compatibility

The Infinia Integrator v5 adds compatibility functionality for Microsoft

Dynamics GP 2013, including client, server, and terminal server deployments.
Please see the Microsoft Dynamics GP 2013 System Requirements for more
specific details.

We do not support the Microsoft Dynamics GP 2013 Web Client at this time.
Please contact sales@infiniatech.com for any questions or updates.

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

v5.0 - Supported Microsoft Dynamics GP Versions

The Infinia Integrator v5 will support the following Microsoft Dynamics GP

versions: Microsoft Dynamics GP 2010 through service pack 3 and Microsoft
Dynamics GP 2013 through service pack 1.

v5.0 - Other Compatibility Support

With the release of Infinia Integrator v5, compatibility is now available for
Windows 8, Office 2013 both 32 bit and x64, and Microsoft SQL Server
2012.

v5.0 - Other Requirements for Infinia Integrator v5

In order to install the Infinia Integrator v5, the following requirements

need to be met:
1. .NET Framework 4.0 or higher needs to be installed. The Integrator
installation will check this, and prompt you if the computer needs
updated.
2. Microsoft ReportViewer 2010 runtime needs to be installed. The
Integrator installation will check this, and prompt you if the computer
needs updated.

v5.0 - Dynamics GP 2013 support for re-naming the

“Dynamics” system database

Infinia Integrator v5 when installed with Dynamics GP 2013 supports the

renaming of the system database. During the Integrator setup you will be
prompted for the SQL server name and Dynamics system database name as
seen below. The default Dynamics database name is: DYNAMICS.

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

v5.0 - Naming of the Sample Company database in Dynamics

GP 2013

In order to run the Infinia Integrator v5 in an “un-registered” mode for

testing, the Dynamics GP 2013 sample company database must be named
TWO. If the sample company database is named anything other than TWO,
the Integrator will not work in an un-registered mode.

v5.0 - Support for Payables Invoices Terms Discount Taken

Infinia Integrator v5 now supports AP Invoices that have Terms Discount

amounts Taken. The following screenshots show the Integrator Setup
Screen with the addition of the Terms Discount Taken section, Excel
template for using terms discounts, how the transaction looks in the
Integrator grid, and how the data looks when imported into Dynamics.

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

v5.1 – NEW MODULE – Ability to import multiple journal

entries with one copy-paste-import

With the release of Infinia Integrator v5.1, companies have the ability to
purchase a new module for GL. This new module for GL allows users to
import multiple journal entries into Dynamics GP with one copy-paste-import.

This new module will be available to existing companies as an add-on module

to their existing license at a reduced price. New companies purchasing the
Infinia Integrator GL import module will receive both single and multiple
options. New registration keys are required with the purchase of this
module. Please contact sales@infiniatech.com with any questions.

With the release of this new module, the financial Integrator screen has
been updated to allow the import of single or multiple journal entries.

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

The multiple journal entry screen has been designed differently from the
single entry screen. The transaction date, source document, and reference

have all been moved out of the header section into the Integrator Grid.
When reading information from Excel the Integrator will now look for
changes in one of the following columns: Transaction Date, Source
Document, or Reference. When one of these fields changes in your source
Excel data, the Integrator will automatically start a new journal entry for
you. This allows the Integrator to import multiple journal entries with one
copy-paste-import.

Here is an example of the Excel source data and column formats for a
multiple journal entry import. In this example you can see that from the
Excel source data, the transaction date changes in column B and also the
references change in column D. The Integrator will read this in the copy
paste into the Integrator and setup 3 different journal entries.

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

Once the Integrator Import button is pushed and the journal entries are
sent to Dynamics GP, the Integrator Grid will be updated with all 3 journal
entry numbers, including the total number of journal entries imported in the
upper right of the screen.

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

v5.1 – New GL journal entry feature to allow debits and

credits in one column in the import template

Infinia Integrator v5.1 will now allow the company to setup their Excel
template to include the amounts in ONE column (debits as a positive number
and credits as a negative number). Prior versions forced the user to setup
the amounts in separate columns. The company will be able to determine if
they want the GL amounts in a single column or multiple columns through a
setup option.

The setup screen follows along with an example Excel template. When the
setup checkbox is marked either for single or multiple entry import, this will
allow the user to use one column for amounts in their import template.

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

v5.1 – New GL import data fields now include option for three
originating fields

Infinia Integrator v5.1 will now allow the import of three additional fields on
GL imports: Originating Document Number, Originating Master ID, and
Originating Master Name. Many companies use outside systems for
capturing transactions, and if they don’t use Dynamics GP subsidiary modules
(AR, AP) they can’t update these fields. Now the Integrator gives them the
ability to mark these fields both for Single GL Entry and Multiple GL Entry
imports.

When these fields are marked, the Excel template will be automatically
changed to include these fields as shown in this example below:

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

Once the import is completed, the three originating fields are not visible
from the Dynamics GL journal entry screen, edit list, or posting journal. You
can view the originating fields in SmartList using the
Financial>AccountTransaction view, which will allow you to view the fields
both in an un-posted or posted status.

v5.1 – Ability to Include or Exclude the GL Detail

Destribution Reference

With the new v5.1 GL Setup screen, companies can now decide to either
include or exclude the GL detail distribution reference. In prior versions
the distribution reference was required in the Excel template.

With the combination of excluding the GL distribution reference and

including the GL amounts in one column (debits as positive and credits as
negative), the Excel template can now be as few as TWO columns.

Example setup screen, excel template, and Integrator import screen

examples follow:

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

v5.1 – New GL journal entry setup screen

Infinia Integrator v5.1 adds a new GL setup screen to support all of the new
GL features. The setup screen is divided into two columns: one for single
journal entry imports and one for multiple entry imports. The screen
includes sections for each as follows: required fields, optional fields, and
defaults. A section is also available if using Binary Stream’s Multi-Entity
Management add-on for Dynamics GP. The Integrator’s new setup screen
will give companies much greater flexibility to setup their GL import
template.

Other NEW features on this screen include the following:

1. Single Entry:
a. Source Document cannot be changed
b. Reversing Date – optional, not allowed, or required
c. Distribution Reference included or excluded
d. Option to include Originating Fields in GL - Document Number,
Master ID, and Master Name.
e. Credit and Debit in Single Column
f. Transaction Date Defaults – Current Date, First Day of Month,
Last Day of Month, and Fixed Date.
g. Option to prevent Transaction Date from being changed
h. Reversing Date Defaults – First day of following month, last day
of following month, 2nd to last day of following month, and fixed
date.
i. Option to prevent Reversing Date from being changed by the
users
2. Multiple Entries:
a. Source Document – Do not import, import, and import if blank
get values from Dynamics.
b. Reversing Date – optional, not allowed, or required
c. Distribution Reference included or excluded
d. Option to include Originating Fields in GL - Document Number,
Master ID, and Master Name.
e. Credit and Debit in Single Column
f. Transaction Date Defaults – Current Date, First Day of Month,
Last Day of Month, and Fixed Date.

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

g. Option to prevent Transaction Date from being changed by the

users
h. Reversing Date Defaults – First day of following month, last day
of following month, 2nd to last day of following month, and fixed
date.
i. Option to prevent Reversing Date from being changed

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

With the addition of the new GL Setup Screen an option has been added to
the Infinia Integrator overall setup to allow companies to rebuild this table.
Due to the changes to this table, the GL Configuration Table will need
to be rebuilt before using the Integrator 5.1.1.

v5.1 – New option to Disable Binary Stream Multi-Entity

Management when importing

This new option will allow users to disable the MEM entity when importing
from the Integrator. This option is designed to only be used when MEM is
already disabled in Dynamics GP for the company. If you do not have MEM
disabled in Dynamics GP, and you disable the MEM Integrator import, you
will not be able to post the transaction in Dynamics GP, since the MEM entity
will be missing. We only recommend using this feature with MEM is already
disabled in Dynamics GP.

The options to disable MEM with the Integrator import are as follows:
1. Don’t allow MEM to be disabled (default)
2. Disable MEM on a per entry basis with optional password to force the
user to enter the password to complete the override.
3. Disable MEM for all entries

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

These options apply for both Single and Multiple Entry imports.

v5.1 – New Security window allowing multi-selection options

for users

Infinia Integrator v5.1 adds a re-designed security window giving quicker

setup to Integrator users with a multi-selection checkbox for each user.
This redesign will allow faster setup, maintenance, and will allow the user to
only be listed once in the security setup window (prior versions the user had
to be listed once for every window they needed access to).

As you can see in the following example each user is listed on the left column
and the right column includes the multi-selection checkboxes for access to
the appropriate Infinia Integrator screen needed. This screen also adds a
new checkbox called All Windows to quickly give all access to a user by just
clicking the All Windows checkbox.

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

v5.1 – Maximum dollar amount increased for imports

Infinia Integrator v5.1 will now support larger number formats. The
Integrator will support the largest number format that Excel will allow,
$9,999,999,999,999.99. These larger number formats will also display
properly within the Integrator screens.

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

v5.1 – New Tool Tips and Column Header Bubble-Help

Infinia Integrator v5.1 now includes redesigned tools tips and bubble-help to
assist the user in performing their copy-paste-imports.

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

v5.1 – New Tool Tips when using MEM add-on modules

Infinia Integrator v5.1 now includes a new tools tip when using the
Integrator with the MEM add-on module. This new tool tip can be found to
the right of the Company box. When you hover over the blue i icon, the
Integrator will display all of the MEM settings from GP.

v5.1 – New Infinia Integrator Home Page details

Infinia Integrator v5.1 home page will now display details in the lower right
hand corer regarding setup, including: License Site Name, Dynamics GP
version, Infinia Integrator version, and Infinia Integrator Security details.

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Infinia Integrator Version 5.1 What’s New Software Version: 5.1.2.0

v5.x - Infinia Integrator fixes

Infinia Integrator v5.x corrected the following issues:

1. V5.0 - Corrected issues with currency rounding including varying
decimal places based on the cultural currency settings in Microsoft
Windows.
2. V5.0 - The Infinia Integrator v5 now updates the GL Transaction
Work GL10000 table column of LSTDTEDT with the current date of
import.
3. V5.0 - Updated supported features for Binary Stream’s Multi Entity
Management MEM modules.
4. V5.0 - Corrected issue when using Direct Account Entry for default
accounts in AP and AR Integrator imports.
5. V5.0 - Corrected issue with Accounts Payable Intercompany credit
memos document type being set to “1” regardless of the document
type.
6. V5.0 -Corrected issue with the Integrator AP Tax setup not saving
when exiting the Integrator AP Setup screen.
7. V5.1.2.0 – Correct the Security display on the home page to
accommodate Integrator users being assigned to multiple GP users
and to display correctly for non-case sensitivity.
8. V5.1.2.0 – Correct the AP Terms Discount AP On-Account amount to
be net of the terms discount amount.

Contact Information

If you are an end-user customer and need support regarding the Infinia Integrator,
please contact your Microsoft Dynamics GP partner.

If you are an Infinia partner for Integrator, please see the contact information
below. All support should be directed to support@infiniatech.com and is subject to
your Infinia Partner Agreement.

Contact Information
Sikich, LLP Phone: 260.485.0665 x 113
c/o: Infinia Integrator Support: support@infiniatech.com
1910 St. Joe Center Road, Suite 35 Sales: sales@infiniatech.com
Fort Wayne, IN 46825-5000 Renewals: renewals@infiniatech.com

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