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Modify default aging buckets in AR and AP Trial Balance in Smartview

Ren asked 4 years ago
Would like the ability for Smartview to pull aging buckets based on that set in the setup window of the relevant module. Or for the user to be able to indicate the aging buckets they use. This would be a great addition to Smartview’s offering.
Nicole Albertson Staff answered 3 years ago
The Aging Buckets for the Trial Balances will pull from Microsoft Dynamics GP.  When you first log into GP after installing SmartView, it will read the names and setup of the buckets.  Because SmartView is a system wide application and not company specific, the names won’t change between companies.  So if you have different setup in each company, it will pull from the first one that was logged into after SV was installed.

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