Microsoft Dynamics GP, Can I use Power Automate or Automation Anywhere on AR tasks?
It takes 26 clicks right now to send one customer a statement. If it has anything other than a parts invoice I also have to wait for GP to load the invoice copy so I can save it in PDF format. Can I use either of these platforms to do the repetitive emails and pull invoice copies?
My workload is huge and it can take an entire shift to send out and record notes just on new invoices, if I could free up that time it would be amazing.
I’ve attempted the built in macros in GP before, but I’d still have to run the task with each customer so it really wasn’t a time saver.