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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
Thank you!
It worked. Thank you!
It worked. Thank you!
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
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.
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.
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.
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.
That's correct, but I don't see an Excel box to click on to export in the screenshot I sent.
You mean you want to export GP Posted Payables transactions to excel ?
André Arnaud de Cal... 291,359 Super User 2024 Season 2
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