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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Can a list be ran monthly of all Journal entry # used .

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ReportReport
Posted on by 5
September-2021
              PREPARED BY ENTERED BY Date Posted
  JE #       DESCRIPTION        
                   
  09 - 02   ACCRUE REVENUE - EDUCATION   LT WS  
  09 - 03 A ACCRUE-PAYROLL-MYH INDEPENDENT CONTRACTORS - PAID 10/1/21   JS JS 10/12/21

Looking for this type if information

Thanks 

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  • Suggested answer
    Bill Campbell Profile Picture
    12 on at

    Good morning,  I would start with SmartLIst and build a report based on Financial >> Account Transactions - from the base report, you can add the field "User who Posted"

    I was able to modify my Smartlist in about 5 minutes and got the basic format of your request built.

    From there you can start to build out the filtering you are looking for.  If this does not work, then use this as a way to get the data out to Excel, once there the possibilities for filtering and reporting are limitless.

    Hope this helps.

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    28,058 Moderator on at

    To add to what Bill already suggested, there is also a built-in report scheduler in GP or even better, you can setup this type of reports (once you figure out the data) in SSRS and schedule it to send out on a monthly basis by e-mail or save it on a network share.

  • DebraH Profile Picture
    30 on at

    I have a smartlist report for Manual Journal Entries only. Were you able to get it set up?

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