Fully Supported Component
Including maintenance for setup, updates, new features, and configuration changes
The BlackLine Connector for Microsoft Dynamics GP is a powerful solution for automation and reconciliation of key financial data.
Key Benefits of the Connector:
Including maintenance for setup, updates, new features, and configuration changes
Configured by End-Users to store local servers and connection strings as well as BlackLine FTP Settings
Either On-Demand or On-Schedule with Set and Forget Integration to Task Scheduler
How does Blackline connector work?
The OBS Blackline Connector Tool is configured with user credentials that runs a Windows Scheduled Task that then executes a procedure to create the extract files on a desired frequency. The procedure can be adapted for each customer, in order to provide the required data to blackline accordingly to the template.
Where should it be installed?
It can be installed on a terminal server, the SQL Server machine, or even a workstation. Normally, the processes are somewhat transparent to the staff because it runs automatically. It can only be installed on one machine and the machine MUST have internet access; FTP ports on the firewall must be open for this machine.
What happens when GP is upgraded?
This depends on the modules licensed for Blackline. For extracts going from GP to the BL FTP site, there will probably be no changes. For extracts going from the BL FTP site to GP, eConnect will need upgraded and it may require an update to the import module.
What modules do you currently support?
Account Reconciliations (Period Balance Extract), Journal Entry [JE Import Process, JE Import Validation Status, JE Account Master Validation], Subledger Reconciliations.
Who will install and configure it and how long will it take?
The implementation team will work remotely with your IT group to install and configure the OBS Blackline Connector Tool. The IT group will need to supply credentials for SQL Server, Windows account credentials for the task scheduler, and Blackline login credentials. The setup usually takes about an hour to complete.
How will the period end dates be determined?
The Account Reconciliations and Subledger Reconciliations requires that a period end date be used to pull balances. The typical logic is to use the oldest open period in the within the Fiscal Period Setup window in GP; however, custom logic can be created.
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