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How to generate list of GL accounts within a Category?

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Posted on by Justin Unertl

40

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.

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Community Member Microsoft Employee on at

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Re: How to generate list of GL accounts within a Category?

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
Justin Unertl 40 on at

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Re: Re: How to generate list of GL accounts within a Category?

Perfect. Thanks for the quick response. I appreciate it. -J
Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at

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Re: How to generate list of GL accounts within a Category?

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

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