GP Tip: How to make customer or vendor info a GL Transaction Smartlist favorite

You can take advantage of Dynamics GP’s Smartlist feature in many ways to save time. Here’s how you can make customer and vendor information a favorite in the GL Transaction Smartlist….

Go to Microsoft Dynamics GP > Smartlist and open Smartlist. Then click on Account Transactions.

Click on Columns.

Click Add.

Scroll to Originating Master ID. Hold down CTRL and select Originating Master ID and Originating Master Name.

Then click Ok.

You will then see the Originating Master Id and Originating Master Name displayed on the smartlist.

Save the smartlist by clicking Favorites. On the Add or Remove Favorites Window give the smartlist a Name and click Add, Add Favorite.

That’s it! Hope this helps.

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