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GP 2016 - Journal Entry Attachment reminder

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Posted on by PatH

Is it possible to set up a reminder that an attachment should be added to a general journal entry in GP 2016?

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Microsoft Dynamics GP

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DAnny3211 9,272 Super User 2024 Season 1 on at

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RE: GP 2016 - Journal Entry Attachment reminder

hi

there is no built-in feature to set up a reminder for adding an attachment to a general journal entry. However, you can use a workaround to achieve this.

You can create a custom field in the General Journal Entry window and set it up as a reminder for attaching a document. To do this, follow these steps:

Go to Microsoft Dynamics GP > Tools > Customize > Modifier.

Select the General Journal Entry window and click "Open".

Right-click on an empty area of the window and select "New Field".

In the "New Field" dialog box, enter a name for the field, such as "Attach Doc Reminder".

Select "String" as the field type and click "OK".

Drag and drop the new field onto the window.

Resize and position the field as desired.

Save and publish the customization.

Once you have added the custom field to the General Journal Entry window, you can use it as a reminder for adding attachments. When creating a journal entry, you can enter a note in the custom field reminding you to attach a document.

Keep in mind that this workaround relies on user discipline to use the custom field as a reminder. You may also want to consider implementing a document management system that integrates with GP and provides automated reminders for attaching documents.

DAniele
Swain83 65 on at

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RE: GP 2016 - Journal Entry Attachment reminder

Yes, it is possible to set up a reminder to add an attachment to a general journal entry in GP 2016. Here's how:

Open the General Journal Entry window in GP 2016.

Click on the "Options" button at the bottom of the window.

Select "Reminder" from the drop-down menu.

In the "Reminder" window, enter a description for the reminder (e.g. "Add Attachment to Journal Entry").

Set the reminder date and time by clicking on the calendar icon and selecting the appropriate date and time.

Check the box next to "Attach to Journal Entry" to attach the reminder to the journal entry.

Click "OK" to save the reminder. GTA Portal

Now, when you open the journal entry in the future, the reminder will appear on the "Reminders" tab at the bottom of the window. You can click on the reminder to open it and follow the instructions to add the attachment to the journal entry.