Microsoft Dynamics GP October 2022- Checkbook Register and Balance Inquiry revitalized

Hello Dynamics GP users are you ready for another GREAT week of 18.5 features!!

Redesigned, revitalized, makeover, whatever you want to call it, I like it.  Over the last few years, we have made changes around the checkbook inquiry area and with help from users a lot of feedback has been given to make these windows even more user friendly.  

The checkbook balance inquiry allows the user to view transactions by checkbook, letting them use a date range to restrict the information returned. The checkbook Balance Inquiry and Checkbook Register Inquiry windows were modified so no information will populate until the Redisplay button is selected, limiting the amount of data that will be displayed.

In the prior version, ALL data would populate as soon as the Checkbook ID was selected, which is not logical and usually the user does not want to bring back all that data to then sift through.  Also, with some customers that have lots of transactions, this was a performance problem for them.

In the new design, the end user selects the Checkbook ID, sets the filters and sorts, and then clicks the redisplay icon once they are ready to view the data. This allows the user to filter immediately instead of waiting for the window or data to load or scrolling through unnecessary data.

On the Financial Area page, under Inquiry choose Checkbook Register or Checkbook Balance.

I hope you enjoy this feature! 

Continue to check back to the Microsoft Dynamics GP October 2022 - Feature Blog Series to review upcoming blog posts related to our new features and other helpful resource links.

For detailed documentation on all the features: Microsoft Dynamics GP Detailed Documentation

Terry Heley
Microsoft