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I am new to the GP world and I have an issue doing account analysis.
I am used to other accounting software that include as part of the transaction posting the vendor name and invoice number as part of the posting. Therefore, when I print an account transaction detail I can see the vendor name and invoice number. Currently, I need to go thru several screens to find out information on a particular posting.
Welcome to the wonderful world of GP!
In GP, there is a great tool called SmartList. It is simple row and column reporting that you can filter by a bunch of search criteria.
To get the data you're looking for in SmartList, open SmartList, expand the Financial group, expand Account Transactions.
Click the *. Now click Search.
Here is where you can enter your criteria -- like a particular GL account number or a range, a date range, etc.
On the Search screen, click the Columns button at the bottom. Then click Add.
Here are the columns you can use:
For invoice number: choose Originating Document Number.
For vendor name: choose Originating Master Name.
Click OK. Click OK again at the top of the search screen.
This should give you the information you're looking for!!!
I hope this helps.
Joe
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