How to generate list of GL accounts within a Category?

(0) Share

Report

Posted on by Justin Unertl

I am trying to generate a list of all GL accounts within a category. For example, I want to look at the entire list of accounts we have mapped to the "COGS" and "SG&A" categories. Does anyone know a quick way to do this? Thanks.

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (0)

Sort by

Frank Hamelly | MVP... 46,631 Moderator on at

Like (0)

Report
Copy link

Link copied!

Accounts SmartList - sort by Account Category Number (which is actually Account Category name).

Was this reply helpful? Yes No
Justin Unertl 40 on at

Like (0)

Report
Copy link

Link copied!

Perfect. Thanks for the quick response. I appreciate it. -J

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Well Justin

Select Microsoft dynamics GP menu then select smart list. In smart list select Financial then accounts after clicking account select a tab menu of smart list search and define criteria of searching.
Example
Column Name Filter Value
Account Category Number is equal to Cost of goods sold

and then save it to Dynamics Favorites.
Cheer

Was this reply helpful? Yes No