Notifications
Announcements
No record found.
Looking for this type if information
Thanks
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.
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.
I have a smartlist report for Manual Journal Entries only. Were you able to get it set up?
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Martin Dráb 660 Most Valuable Professional
André Arnaud de Cal... 549 Super User 2025 Season 2
Sohaib Cheema 307 User Group Leader