MAX Toolbar for GP

Strengthen your MAX - Dynamics integration by seeing all data from all angles.  View MAX details directly from GP windows and maintain master records in all of your MAX databases.

Your GP finance team needs to see MAX transactions to ensure that dollars and decimals are in the right place.  Give them a set of MAX binoculars with MAX Toolbar for GP and they'll see down to the last dime. 

Quickly and easily view MAX documents and transactions affecting the GL using a toolbar that blends perfectly with GP.  See the complete detail of MAX invoices, vouchers, purchase orders and transactions posting directly to the GL.  Maintain customers, vendors, shipping methods, payment terms and salesperson.  Choose to update any, all or none of MAX data when updating records in GP.  Export data to Excel as required for further analysis, sorting data how you need to see it.

Benefits

• Efficiency | View the complete details of MAX transactions from a GP inquiry without pulling a MAX paper report.
• Savings | Access MAX data without using a MAX license.
• Security | Limit access to MAX data as required using existing GP security.
• Documentation | Add GP Notes to MAX invoices and vouchers, keeping finance better informed.
• Productivity | Add, delete or edit multiple MAX Default, Override and Stockroom posting accounts all in one GP window.

The MAXToolKit Advantage:  Why limit finance people to accounting data when MAX Toolbar for GP provides high-powered vision into MAX details?

 

Other tools implemented by module users include Tax Coordinator and Advanced Commission.

 

Balance Point Technologies also creates custom enhancements for MAX and Dynamics GP, extending their capabilities to meet your specific business requirements.

• MAX Toolbar v2013 User Guide
• MAX Toolbar User Guide
• MAX Drillback User Guide
• What's New in V2013

MAX Toolbar v2013 for Dynamics 2013 & 2015 and MAX v5.x

• Updated 2/25/2014
  • Corrections made to customer and vendor maintenance for MAX
• Updated 11/14/2013
  • Modified to accommodate user named system file

MAX Toolbar v2013 for Dynamics 2010 and MAX v5.x

• Updated 2/25/2014
  • Corrections made to customer and vendor maintenance for MAX
• Updated User Guide posted 10/08/2013
• Posted 9/30/2013
  • Added MAX Document Lookups for purchase orders, vouchers, and invoices
  • Added Drillback from voucher to purchase order
  • Added Access to GP document notes for vouchers and invoices
  • Added Drillback from GL Detail or Summary Inquiry to MAX detail transactions
  • Added export from MAX GL to Excel
  • Added ability to maintain MAX Account Type Codes
  • Added ability to maintain MAX References
  • Added ability to maintain MAX default, override, stockroom, and non-inventory posting accounts
  • Added MAX Account Type Code inquiry
  • Added MAX GL Reference inquiry
     

MAX ToolBar for Dynamics v10 - MAX v5.x

• ToolBar is a replacement for the DrillBack application and provides many new features.
• Drill back from General Ledger has been added 

MAX Drillback for Dynamics 9 or 10 - MAX v5.x

MAX Drillback for Dynamics 8.x or 9 - MAX v4.x

MAX Drillback for Dynamics 8.x only - MAX v3.7

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