Skip to main content
These steps produce two files from Microsoft Dynamics GP (Great Plains) — one with basic vendor information and one with purchase analysis — so you can bring your vendors into Dash.fi.

​
Create the vendor list report

  1. Select Reports, then Purchasing from the menu bar.
  2. Select Setup/Lists.
  3. Select Vendor List from the Reports dropdown menu.
  4. Click New to open the Purchasing Setup Report Options window.
  5. Type VendorList in the Option text box, leaving the other fields as default.
  6. Click Destination to open the Report Destination window.
  7. Select the File checkbox (uncheck Screen and Printer).
  8. Click the folder icon:
    • Click Desktop so the file saves to the desktop.
    • Set the file name to [Your Company Name] Vendor List (for example, Company ABC Vendor List).
    • Click Save to return to the Report Destination window.
  9. Set the file format to Excel. If Excel isn’t available, select Comma Delimited.
  10. Click the Replace radio button to create a new file.
  11. Click OK.
  12. Click Save, then close the window.
  13. In the Purchasing Setup Reports window, highlight the VendorList report under Options and click Insert >>.
  14. Click Print to export the file to your desktop.

​
Create the purchase analysis summary report

  1. Select Reports, then Purchasing from the menu bar.
  2. Select Analysis.
  3. Select Summary from the Reports dropdown menu.
  4. Click New to open the Purchasing Analysis Report Options window.
  5. Type ExpenseList in the Option text box, leaving the other fields as default.
  6. Click Destination to open the Report Destination window.
  7. Select the File checkbox (uncheck Screen and Printer).
  8. Click the folder icon:
    • Click Desktop so the file saves to the desktop.
    • Set the file name to [Your Company Name] Expenses (for example, Company ABC Expenses).
    • Click Save to return to the Report Destination window.
  9. Set the file format to Excel. If Excel isn’t available, select Comma Delimited.
  10. Click the Replace radio button to create a new file.
  11. Click OK.
  12. Click Save, then close the window.
  13. In the Purchasing Analysis Reports window, highlight the ExpenseList report under Options and click Insert >>.
  14. Click Print to export the file to your desktop.

​
Bring these vendors into Dash.fi

Once you’ve exported both reports, bulk import your vendor list on the Vendors tab — upload your file and map its columns to Dash.fi’s vendor fields. See Import your vendor list. Or send the exported files to support@dash.fi or your account executive and the team will import them for you.