Book Image

Microsoft Dynamics GP 2016 Cookbook

By : Mark Polino, Ian Grieve
Book Image

Microsoft Dynamics GP 2016 Cookbook

By: Mark Polino, Ian Grieve

Overview of this book

The latest release of Dynamics GP 2016 offers a powerful, adaptable, and cloud enabled enterprise accounting software solution. The new version has experienced changes in serviced-based architecture, workflow, existing functionalities, and the introduction of plenty of new features. This book will help you get the most out of Dynamics GP quickly and effectively. This book picks up where implementation training leaves off. Whether you are new or experienced, you will find useful recipes to improve the way you use and work with Dynamics GP. The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give you tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, connecting Dynamics GP to Microsoft Office, exposing hidden features in Dynamics GP, PowerBI, and much more!
Table of Contents (20 chapters)
Microsoft Dynamics GP 2016 Cookbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Preface
Index

Improving information returned with SmartList Search


The basic SmartLists included with Dynamics GP are great but they really shine once companies figure out how to fine tune and filter the records that are returned. The Search feature in SmartLists does just that, making it easy to see which invoices were generated on a particular date or which transactions affected a certain general ledger account during the month.

In this recipe, we'll look at how to better control the results that are returned using the Search feature in SmartLists. For our example, assume that auditors want to see any checkbook transactions over ten thousand dollars ($10,000) during the month of April 2017. We'll use the Dynamics GP sample company for this recipe.

How to do it...

To limit the results of a SmartList with the Search feature, follow these steps:

  1. Select the SmartList icon from the menu bar at the top or select Microsoft Dynamics GP menu from the top and click on SmartList.

  2. Select Financial, then Bank Transactions...