Account Transactions SmartList Builder Template

Published: Jun 22, 2015
Post Author Written by Nicole Albertson

The Account Transactions SmartList Builder setup is built to mimic the default Account Transactions SmartList/Excel Report in the Financial Series.


Name: Account Transactions

Tables Involved:

  • Transaction Amounts Work
  • Year-to-Date Transaction Open
  • Account Transaction History
  • Transaction Work
  • Currency Setup
  • Account Master

Screen shots of Setup in SmartList Builder, Excel Report Builder, and Navigation List Builder.

Note: These templates are designed to be a starting place for your reporting needs.  While we try to make them as accurate as possible, we always recommend you check them with your data as we don’t guarantee their results.  Differences in how data is entered and used in Microsoft Dynamics GP can produce different results with these templates.  

Feeling stuck? Get the support and guidance you need to help you power through any data challenge

We're on your integration team. Connect with our people and let us know how we can help you.