Smartlist on unposted items in financial batches?

(0) Share

Report

Posted on by Clodagh

220

Hi.

Does anyone know if there is a smartlist for viewing the items held up in financial batches? I don't want to post them through yet, but want to know what their effect will be.

Many thanks!

*This post is locked for comments

All responses (3)

Answers (0)

K Day 7,365 on at

Like (0)

Report

Re: Re: Re: Smartlist on unposted items in financial batches?

If you are using FRx, you can also run your FRx reports using Unposted and Posted activity at the same time. That way you can really see the effect on your actual financial statements. This can be found in the catalog of the report at the top where it asks you Comapny ID, Detail Level, etc...
Clodagh 220 on at

Like (0)

Report

Re: Re: Smartlist on unposted items in financial batches?

Thanks so much Victoria! I knew it would be a simple enough solution!!

Really appreciate it, Clodagh
Victoria Yudin 22,766 on at

Like (0)

Report

Re: Smartlist on unposted items in financial batches?

You can see any unposted GL transactions (which I think is what you mean, but just making sure?) by using the Account Transactions SmartList. Add a column called Document Status and add a search criteria for Document Status = Work.