Check for Unposted Transaction in GP Dynamics

By Rob Grubbs | April 2, 2020

Check for unposted transaction in gp dynamics

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.

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