SmartList - Search Multiple Accounts Transaction

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Hi Experts, Do you know how to use Smart List to search multiple accounts transactions at once together? I've tried the way [XXXX] as below but it doesn't work. Can anyone advise?

Thanks

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Almas Mahfooz 11,009 User Group Leader on at

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Your screen shot is not showing.

You can use filters like

Contains

Begins with

is between.

What's your search criteria?

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Community Member on at

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Hi Thanks for replying my enquiry.

My aim is to run multiple accounts transaction once together by using SmartList, say run accounts 1111, 1121, 1131 and 1141 together instead of one account at each time. Do you know how to do it? Thanks

Jeff

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Jen Kuntz 3,220 on at

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This doesn't work for all situations but if you are only searching for accounts, you could change the setting on type of search to "1 or more" meaning "if any of the search criteria are true". The default is all criteria have to be true. The lower right hand corner of the search screen is the drop down list to make this change.

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L Vail 65,271 on at

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Hi Jeffrey,

You could try using SmartList wildcards

% = Zero or more characters

_ = Exactly one character

[charlist] or [!charlist] = Any single or multiple characters in a list

[^charlist] = Any single or multiple characters NOT in a list

Kind regards,

Leslie

Thanks go out to uruser2 for pointing out an error in this post that has now been corrected.

Les

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iruser2 2,048 on at

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using the vendors * smartlist I am trying

vendor name begins with

[ab] gets me all the vendor names that start with a and b

[^ab] gets me all the vendor names that do not start with a and b

[!ab] again gets me all the vendor names that start with a and b

based on the above - and other readings ! is supposed to exclude not include. Am I missing something / has this changed?

thanks!

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L Vail 65,271 on at

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Jeffrey,

If you want to print the trial balance report for a disparate list of accounts, you can do that with the Financial Navigation List. Go to Financial and then on the left hand side of your screen select the Accounts list. A listing of your chart of accounts will display. Check the boxes of the accounts you are interested in, go to Reports and print the trial balance. This isn't a search, but it's a very good way to get a trial balance that doesn't include all the reports.

With regard to your SmartList question, you may be better served to use an excel refreshable report because you would then be able to use Excel's robust filtering.

As far as the SmartList wildcard characters are concerned, you are exactly right, the [!charlist] seems to do exactly what the [charlist] does. I'll try using it with a couple of different filters and see if that changes anything.

Kind regards,

Leslie

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L Vail 65,271 on at

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iruser2

You are exactly right. It seems that [!charlist] works just like [charlist]. I changed the post so as to not put out bad information.

Thanks for pointing it out

Kind regards,

Leslie

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iruser2 2,048 on at

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Not a problem at all Leslie; I saw it on numerous posts, including ones from Microsoft.

I've been using and supporting GP for over 20 years, I had smart list since version 5. I've never seen the _ search before. That one is very cool.

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