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Payables Transactions

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Posted on by Tuba Olkun

Hi.. Can you please help me with how to downloading payables transactions into Excel? Basically, I would like to run a report which shows all invoices posted to AP ledgers in a certain date range with their status.

Please see attached.Doc1.docx:320:240

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Microsoft Dynamics GP

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Tuba Olkun 40 on at

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RE: Payables Transactions

Thank you!
Tuba Olkun 40 on at

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RE: Payables Transactions

It worked. Thank you!
Tuba Olkun 40 on at

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RE: Payables Transactions

It worked. Thank you!
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Almas Mahfooz 11,003 User Group Leader on at

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RE: Payables Transactions

Tuba,

As you mentioned it's pretty old version may be it wouldn't have filter available for History transactions.

Please go to search window and try to check if History option is available for Document Type? Also change max records to 9999999999
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Community Member Microsoft Employee on at

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RE: Payables Transactions

Hello Tuba,

Document Status will have (UnPosted / Posted / History). As I see you have limited your Smartlist search to 1000 records. Request to higher number to fetch the records and you can see History status documents as well.
Tuba Olkun 40 on at

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RE: Payables Transactions

Thanks Almas. I'm not sure if the one I use is a custom product but I know that it's an old version.

Please see attached. When I click on SmartList then Payables Transactions the list appear with only two statuses of document; posted and unposted; in example it doesn't have "history" status which means paid.
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Almas Mahfooz 11,003 User Group Leader on at

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RE: Payables Transactions

Tuba,

The window in screen shots don't looks like GP window? Do you have any custom product ?

You can however export payables transactions from smartlist. See below screenshot.
StefanieC 432 on at

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RE: Payables Transactions

Hi Tuba,

Have you looked at SmartList. Click the Microsoft Dynamics GP button and SmartList is under there. You can expand the Purchasing section and then Payables transaction. This tool lets you add/remove columns as well as put in some filters using the Search button. Once you get what you want, you can simply click the Excel button. It works for many uses but not all.
Tuba Olkun 40 on at

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RE: Payables Transactions

That's correct, but I don't see an Excel box to click on to export in the screenshot I sent.
Almas Mahfooz 11,003 User Group Leader on at

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RE: Payables Transactions

You mean you want to export GP Posted Payables transactions to excel ?