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

Speeding up access to information with SmartList Favorites


SmartLists are designed for individual users to tailor reporting to their needs. This is important because users have the ability to save their unique SmartLists and make them available to be reused over and over again.

Default SmartLists are represented by an asterisk and can be customized by moving fields around, adding or removing fields, filtering the data to be returned, and sorting data in interesting ways. However, the time and effort required to do all of that is lost if a user can't save and reuse those unique settings. Saved SmartLists are called Favorites and they are the focus of this recipe.

How to do it...

In this recipe, we'll set up a SmartList and save it as Favorite:

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

  2. Select Financial, then Accounts from the list on the left.

  3. Click on the Account Number column heading to sort by account numbers...