Historical Excel Reporting for Dynamics GP

Historical Aged Trial Balance for Payables, refreshed in Excel

It’s tough to get a historical point in time report from Dynamics GP into Excel. Historical Excel Reporting for Dynamics GP delivers Excel based versions of the Historical Aged Trial Balance for AR and AP (HATB AR & AP) along with the Historical Inventory Trial Balance (HITB) and the Inventory Historical Stock Status report (HSS), all refreshed directly in Excel.

These Excel editions are built using Microsoft supplied stored procedures. This isn’t code cooked up in a basement somewhere, its the same code that ships with Dynamics GP. Step by step install and security instructions are included and setup time is about 5 minutes per report. The price is less than 2 hours of quality consulting time. Even better, once the data is in Excel, it’s available to analyze, send to auditors, and even produce stunning reports.

Also available is an option for Binary Stream’s Multi-Entity Management (MEM) friendly versions of the AR and AP HATB reports. These reports include the facility making it easy to separate MEM facilities for breakdown reporting.

$399Historical Excel Reporting
Dynamics GP 2010 and higher · BUY HERE $599Historical Excel Reporting for MEM
Dynamics GP 2010 and higher · BUY HERE

Historical Stock Status report parameters in Excel

If you have questions, please feel free to email me at info@mpolino.com

Looking for the blog? Nearly two decades of DynamicAccounting.net posts on Dynamics GP are in the archive, organized by topic and searchable.

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MCP server

Works with Claude, ChatGPT, Cursor, VS Code and other MCP clients. Add this as a remote (HTTP) MCP server:

https://dynamicaccounting.net/mcp

Claude Code:

claude mcp add --transport http dynamicaccounting https://dynamicaccounting.net/mcp

Tools: search_archive, get_post, list_topics, list_topic_posts.

Command line

curl -fsSL https://dynamicaccounting.net/dacct -o dacct && chmod +x dacct
./dacct search historical aged trial balance

Or call the API directly: /api/ · plain text by default, &format=json for JSON.

Files for AI tools

llms.txt (index) · llms-full.txt (every original article) · posts.jsonl (all posts as data) · each post as Markdown at its URL + index.md