Check for Unposted Transaction in GP Dynamics

By Rob Grubbs | April 2, 2020

Have you ever been working through your month-end processes within GP Dynamics and realize that you still have some unposted transactions that need to be dealt with?

From my personal experience, I know how frustrating this can be! You can build a quick and easy solution to make sure this never comes back to haunt you when you think you are complete with your month-end close.

Unposted transactions in Dynamics GP - Smarlist

There is a simple Smart List that can be executed to determine if there are any unposted entries that need to be reviewed and followed up on.

Select SmartList >Financial Account Transactions> then add a column called Document status and add a search criterion for Document Status = Work. Finally, add the parameters for the month you are working on, and this search will return all unposted activity for you.

A simple solution and you no longer will have that fear that you might have missed something and must complete the dreaded re-run of month-end financials.

Rob Grubbs
Our Verified Expert
Rob Grubbs

Rob Grubbs offers decades of experience with Microsoft Dynamics GP and Dynamics 365 Business Central, supporting clients through ERP implementation and modernization across industries. His financial leadership background—including over 30 years in audit, consulting, and controllership roles—gives him unique insight, especially for organizations transitioning from GP to Business Central.
His recent work includes leading GP-to-BC migrations, refining financial processes for multi-entity operations, and helping controllers and CFOs adopt systems that enhance visibility and control. Rob combines deep industry knowledge with practical ERP guidance that moves teams forward.

Read More from Rob Grubbs

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