This is the continuation of the 4-part series on getting the GL Account segment description into Excel.  As I’ve said before, it doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel.  This time we’ll use the 3rd party product by eOne called SmartList Builder.  I’ll create a SmartList object, that can drilldown into the GL Account Segment Setup Window and/or export to Excel.

In this series, I’ll show you how to achieve this using the following tools:

  1. SmartList Designer (click Here to see it)
  2. Excel Power Query (click Here to see it)
  3. SmartList Builder (eOne Product)
  4. Excel Builder (eOne Product)

If you already have SmartList Builder, click 2018-12-19_eOneSmartListBuilderAcctSeg to download my work.  Use the SmartList Builder import feature and it’ll be set up for you.