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Software & Manuals

Get the latest version of SmartList Builder.

SmartList Builder 2018
Notes: Compatible with all releases of Microsoft Dynamics GP 2018
Version: 18.00.0022
Software
Updated: 04/19/2019

 Download
Manual
Updated: 04/19/2019

 View Online    Download
Release Notes


 View PDF


Previous SmartList Builder versions

SmartList Builder 2016
Notes: Compatible with all releases of Microsoft Dynamics GP 2016
Version: 16.00.0037
Software
Updated: 04/19/2019

 Download
Manual
Updated: 04/19/2019

 View Online    Download
Release Notes


 View PDF

SmartList Builder 2015 R2
Notes: Compatible with Microsoft Dynamics GP 2015 build 725 or higher
Version: 14.00.0233
Software
Updated: 10/05/2017

 Download
Manual
Updated: 10/05/2017

 View Online    Download
Release Notes


 View PDF

SmartList Builder 2015
Notes: Compatible with Microsoft Dynamics GP 2015 build 724 or lower
Version: 14.00.0024
Software
Updated: 05/13/2016

 Download
Manual
Updated: 10/05/2017

 View Online    Download
Release Notes


 View PDF

SmartList Builder 2013 R2
Notes: Compatible with Microsoft Dynamics GP 2013 build 1745 or higher
Version: 12.00.0086
Software
Updated: 11/02/2015

 Download
Manual
Updated: 06/05/2015

 View Online    Download
Release Notes


 View PDF

SmartList Builder 2013
Notes: Compatible with Microsoft Dynamics GP 2013 build 1744 or lower
Version: 12.00.0067
Software
Updated: 11/02/2015

 Download
Manual
Updated: 06/05/2015

 View Online    Download
Release Notes


 View PDF

SmartList Builder 2010
Notes: Compatible with Microsoft Dynamics GP 2010 build 1752 or higher
Version: 11.00.0059
Software
Updated: 06/05/2014

 Download
Manual
Updated: 06/05/2014

 View PDF    Download
Release Notes


 View PDF

SmartList Builder 10
Notes: Compatible with all releases of Microsoft Dynamics GP 10
Version: 10.00.0085
Software
Updated: 01/08/2014

 Download
Manual
Updated: 01/08/2014

 View PDF    Download
Release Notes


 View PDF

Templates

Templates for Importing Sample Lists

System
Name Description
SmartList Favorites  Navigation List Builder  
SmartList Favorites  Excel Report Builder  
SmartList Favorites  SmartList Builder  
User Security with SmartLists  Excel Report Builder  
User Security with SmartLists  SmartList Builder  
User Activity   Navigation List Builder  
User Activity   Excel Report Builder  
User Activity   SmartList Builder  
User – Role – Task – Activity   Navigation List Builder  
User – Role – Task – Activity   Excel Report Builder  
User – Role – Task – Activity   SmartList Builder  
Security Task – Master   Navigation List Builder  
Security Task – Master   Excel Report Builder  
Security Task – Master   SmartList Builder  
Security Task – Details   Navigation List Builder  
Security Task – Details   Excel Report Builder  
Security Task – Details   SmartList Builder  
Security Role – Master   Navigation List Builder  
Security Role – Master   Excel Report Builder  
Security Role – Master   SmartList Builder  
Security Role – Details   Navigation List Builder  
Security Role – Details   Excel Report Builder  
Security Role – Details   SmartList Builder  
Security Assignment – By Users   Navigation List Builder  
Security Assignment – By Users   Excel Report Builder  
Security Assignment – By Users   SmartList Builder  
Activity Tracking  Navigation List Builder  
User Setup  Navigation List Builder  
User Security  Navigation List Builder  
User Company Access  Navigation List Builder  
Activity Tracking  Excel Report Builder  
User Setup  Excel Report Builder  
User Security  Excel Report Builder  
User Company Access  Excel Report Builder  
Activity Tracking  SmartList Builder  
User Setup  SmartList Builder  
User Security  SmartList Builder  
User Company Access  SmartList Builder  
SmartList Builder
Name Description
User Activity   Excel Report Builder  
SmartList Builder Setups  Navigation List Builder  
Navigation List Builder Setups  Navigation List Builder  
Excel Report Builder Setups  Navigation List Builder  
SmartList Builder Setups  Excel Report Builder  
Navigation List Builder Setups  Excel Report Builder  
Excel Report Builder Setups  Excel Report Builder  
SmartList Builder Setups  SmartList Builder  
Navigation List Builder Setups  SmartList Builder  
Excel Report Builder Setups  SmartList Builder  
Sales
Name Description
RM Apply Detail  Excel Report Builder  
RM Apply Detail  SmartList Builder  
Previous Business Day Sales  Navigation List Builder  
Previous Business Day Sales  Excel Report Builder  
Previous Business Day Sales  SmartList Builder  
Aged Receivables Summary  Navigation List Builder  
Aged Receivables Summary  Excel Report Builder  
Aged Receivables Summary  SmartList Builder  
Aged Receivables Detail  Navigation List Builder  
Aged Receivables Detail  Excel Report Builder  
Aged Receivables Detail  SmartList Builder  
Unposted Cash Receipts  Navigation List Builder  
Salesperson History  Navigation List Builder  
Salespeople  Navigation List Builder  
Sales Transactions  Navigation List Builder  
Sales Territory History  Navigation List Builder  
Sales Territories  Navigation List Builder  
Sales Line Items  Navigation List Builder  
Sales Batches  Navigation List Builder  
Receivables Transactions  Navigation List Builder  
Receivables Batches  Navigation List Builder  
Prospects  Navigation List Builder  
Invoicing Lines  Navigation List Builder  
Customers  Navigation List Builder  
Customer Vendors  Navigation List Builder  
Customer Period Summary  Navigation List Builder  
Customer Items  Navigation List Builder  
Customer Addresses  Navigation List Builder  
Commissions  Navigation List Builder  
Unposted Cash Receipts  Excel Report Builder  
Salesperson History  Excel Report Builder  
Salespeople  Excel Report Builder  
Sales Transactions  Excel Report Builder  
Sales Territory History  Excel Report Builder  
Sales Territories  Excel Report Builder  
Sales Line Items  Excel Report Builder  
Sales Batches  Excel Report Builder  
Receivables Transactions  Excel Report Builder  
Receivables Batches  Excel Report Builder  
Prospects  Excel Report Builder  
Invoicing Lines  Excel Report Builder  
Customers  Excel Report Builder  
Customer Vendors  Excel Report Builder  
Customer Period Summary  Excel Report Builder  
Customer Items  Excel Report Builder  
Customer Addresses  Excel Report Builder  
Commissions  Excel Report Builder  
Invoicing Lines  SmartList Builder  
Unposted Cash Receipts  SmartList Builder  
Receivables Transactions  SmartList Builder  
Customers  SmartList Builder  
Customer Vendors  SmartList Builder  
Customer Items  SmartList Builder  
Customer Addresses  SmartList Builder  
Commissions  SmartList Builder  
Sales Transactions  SmartList Builder  
Sales Line Items  SmartList Builder  
Prospects  SmartList Builder  
Salesperson History  SmartList Builder  
Salespeople  SmartList Builder  
Sales Territory History  SmartList Builder  
Sales Territories  SmartList Builder  
Sales Batches  SmartList Builder  
Receivables Batches  SmartList Builder  
Customer Period Summary  SmartList Builder  
Purchasing
Name Description
PM Distributions with GL Summary  Excel Report Builder  
PM Distributions with GL Summary  SmartList Builder  
PM Distributions with GL Detail  Excel Report Builder  
PM Distributions with GL Detail  SmartList Builder  
Vendor 1099 Information  Navigation List Builder  
Vendor 1099 Information  Excel Report Builder  
Vendor 1099 Information  SmartList Builder  
Aged Payables Summary  Navigation List Builder  
Aged Payables Summary  Excel Report Builder  
Aged Payables Summary  SmartList Builder  
Aged Payables Detail  Navigation List Builder  
Aged Payables Detail  Excel Report Builder  
Aged Payables Detail  SmartList Builder  
Vendors  Navigation List Builder  
Vendor Period Summary  Navigation List Builder  
Vendor Addresses  Navigation List Builder  
Receivings Transactions  Navigation List Builder  
Receivings Line Items  Navigation List Builder  
Purchasing Batches  Navigation List Builder  
Purchase Orders  Navigation List Builder  
Purchase Line Items  Navigation List Builder  
Payables Transactions  Navigation List Builder  
Payables Distributions  Navigation List Builder  
Payables Batches  Navigation List Builder  
Vendors  Excel Report Builder  
Vendor Period Summary  Excel Report Builder  
Vendor Addresses  Excel Report Builder  
Receivings Transactions  Excel Report Builder  
Receivings Line Items  Excel Report Builder  
Purchasing Batches  Excel Report Builder  
Purchase Orders  Excel Report Builder  
Purchase Line Items  Excel Report Builder  
Payables Transactions  Excel Report Builder  
Payables Distributions  Excel Report Builder  
Payables Batches  Excel Report Builder  
Payables Distributions  SmartList Builder  
Vendors  SmartList Builder  
Vendor Addresses  SmartList Builder  
Payables Transactions  SmartList Builder  
Receivings Transactions  SmartList Builder  
Receivings Line Items  SmartList Builder  
Purchase Orders  SmartList Builder  
Purchase Line Items  SmartList Builder  
Vendor Period Summary  SmartList Builder  
Purchasing Batches  SmartList Builder  
Payables Batches  SmartList Builder  
Project Accounting
Name Description
PA Timesheet Transactions  SmartList Builder  
PA Timesheet Transactions  Navigation List Builder  
PA Timesheet Transactions  Excel Report Builder  
PA Timesheet Historical Transactions  SmartList Builder  
PA Timesheet Historical Transactions  Navigation List Builder  
PA Timesheet Historical Transactions  Excel Report Builder  
PA Projects  SmartList Builder  
PA PRojects  Navigation List Builder  
PA Projects  Excel Report Builder  
PA Miscellaneous Log Transactions  SmartList Builder  
PA Miscellaneous Log Transactions  Navigation List Builder  
PA Miscellaneous Log Transactions  Excel Report Builder  
PA Miscellaneous Log Historical Transactions  SmartList Builder  
PA Miscellaneous Log Historical Transactions  Navigation List Builder  
PA Miscellaneous Log Historical Transactions  Excel Report Builder  
PA Miscellaneous  SmartList Builder  
PA Miscellaneous  Navigation List Builder  
PA Miscellaneous  Excel Report Builder  
PA IV Transfer Transactions  SmartList Builder  
PA IV Transfer Transactions  Navigation List Builder  
PA IV Transfer Transactions  Excel Report Builder  
PA IV Transfer Historical Transactions  SmartList Builder  
PA IV Transfer Historical Transactions  Navigation List Builder  
PA IV Transfer Historical Transactions  Excel Report Builder  
PA Equipment Log Transactions  SmartList Builder  
PA Equipment Log Transactions  Navigation List Builder  
PA Equipment Log Transactions  Excel Report Builder  
PA Equipment Log Historical Transactions  SmartList Builder  
PA Equipment Log Historical Transactions  Navigation List Builder  
PA Equipment Log Historical Transactions  Excel Report Builder  
PA Equipment  SmartList Builder  
PA Equipment  Navigation List Builder  
PA Equipment  Excel Report Builder  
PA Employee Expense Transactions  SmartList Builder  
PA Employee Expense Transactions  Navigation List Builder  
PA Employee Expense Transactions  Excel Report Builder  
PA Employee Expense Historical Transactions  SmartList Builder  
PA Employee Expense Historical Transactions  Navigation List Builder  
PA Employee Expense Historical Transactions  Excel Report Builder  
PA Cost Categories  SmartList Builder  
PA Cost Categories  Navigation List Builder  
PA Cost Categories  Excel Report Builder  
PA Contracts  SmartList Builder  
PA Contracts  Navigation List Builder  
PA Contracts  Excel Report Builder  
PA Change Orders  Navigation List Builder  
PA Change Orders  Excel Report Builder  
PA Billing Work Transactions  SmartList Builder  
PA Billing Work Transactions  Navigation List Builder  
PA Billing Work Transactions  Excel Report Builder  
PA Billing Open Transactions  SmartList Builder  
PA Billing Open Transactions  Navigation List Builder  
PA Billing Open Transactions  Excel Report Builder  
PA Billing Historical Transactions  SmartList Builder  
PA Billing Historical Transactions  Navigation List Builder  
PA Billing Historical Transactions  Excel Report Builder  
PA Billing Cycle  SmartList Builder  
PA Billing Cycle  Navigation List Builder  
PA Billing Cycle  Excel Report Builder  
PA Change Orders  SmartList Builder  
Payroll
Name Description
Employment History  Navigation List Builder  
Employment History  Excel Report Builder  
Employment History  SmartList Builder  
Supervisors  Navigation List Builder  
Supervisors  Excel Report Builder  
Supervisors  SmartList Builder  
Payroll Transaction Detail History  Navigation List Builder  
Payroll Transaction Detail History  Excel Report Builder  
Payroll Transaction Detail History  SmartList Builder  
Payroll Earnings Summary  Navigation List Builder  
Payroll Earnings Summary  Excel Report Builder  
Payroll Earnings Summary  SmartList Builder  
Employee State Tax  Navigation List Builder  
Employee State Tax  Excel Report Builder  
Employee State Tax  SmartList Builder  
Employee Pay Codes with HR  Navigation List Builder  
Employee Pay Codes with HR  Excel Report Builder  
Employee Pay Codes with HR  SmartList Builder  
Employee Master  Navigation List Builder  
Employee Master  Excel Report Builder  
Employee Master  SmartList Builder  
Employee List with Supervisor  Navigation List Builder  
Employee List with Supervisor  Excel Report Builder  
Employee List with Supervisor  SmartList Builder  
Employee Leave Transactions  Navigation List Builder  
Employee Leave Transactions  Excel Report Builder  
Employee Leave Transactions  SmartList Builder  
Employee Leave Summary  Navigation List Builder  
Employee Leave Summary  Excel Report Builder  
Employee Leave Summary  SmartList Builder  
Employee Deductions  Navigation List Builder  
Employee Deductions  Excel Report Builder  
Employee Deductions  SmartList Builder  
AG Payroll Employee Direct Deposit  Navigation List Builder  
AG Payroll Employee Direct Deposit  Excel Report Builder  
AG Payroll Employee Direct Deposit  SmartList Builder  
Employee Benefts  Navigation List Builder  
Employee Benefits  Excel Report Builder  
Employee Benefits  SmartList Builder  
Payroll Transactions  Navigation List Builder  
Payroll Historical Trx  Navigation List Builder  
Employees  Navigation List Builder  
Employee Summary  Navigation List Builder  
Employee Pay Codes  Navigation List Builder  
Average Salary by Department  Navigation List Builder  
Payroll Transactions  Excel Report Builder  
Payroll Historical Trx  Excel Report Builder  
Employees  Excel Report Builder  
Employee Summary  Excel Report Builder  
Employee Pay Codes  Excel Report Builder  
Average Salary by Department  Excel Report Builder  
Payroll Transactions  SmartList Builder  
Payroll Historical Trx  SmartList Builder  
Employees  SmartList Builder  
Employee Summary  SmartList Builder  
Employee Pay Codes  SmartList Builder  
Average Salary by Department  SmartList Builder  
Manufacturing
Name Description
Work in Process  SmartList Builder  
Work in Process  Navigation List Builder  
Work in Process  Excel Report Builder  
Work Centers  Navigation List Builder  
Work Centers  Excel Report Builder  
Work Center Machine Line  Navigation List Builder  
Work Center Machine Line  Excel Report Builder  
Work Center Employee Line  Navigation List Builder  
Work Center Employee Line  Excel Report Builder  
Suggested Outsourcing Shipments  SmartList Builder  
Suggested Outsourcing Shipments  Navigation List Builder  
Suggested Outsourcing Shipments  Excel Report Builder  
Suggested Outsourcing Purchase Orders  SmartList Builder  
Suggested Outsourcing Purchase Orders  Navigation List Builder  
Suggested Outsourcing Purchase Orders  Excel Report Builder  
SO MO Link  SmartList Builder  
SO MO Link  Navigation List Builder  
SO MO Link  Excel Report Builder  
Sales Documents Not Linked to Manufacturing  SmartList Builder  
Sales Documents Not Linked to Manufacturing  Navigation List Builder  
Sales Documents Not Linked to Manufacturing  Excel Report Builder  
Recorded Outsourcing Shipments  SmartList Builder  
Recorded Outsourcing Shipments  Navigation List Builder  
Recorded Outsourcing Shipments  Excel Report Builder  
Picklists  SmartList Builder  
Picklists  Navigation List Builder  
Picklists  Excel Report Builder  
Manufacturing Serial Trace  SmartList Builder  
Manufacturing Serial Trace  Navigation List Builder  
Manufacturing Serial Trace  Excel Report Builder  
Manufacturing Routing Line  SmartList Builder  
Manufacturing Routing Line  Navigation List Builder  
Manufacturing Routing Line  Excel Report Builder  
Manufacturing Receipt Master  SmartList Builder  
Manufacturing Receipt Master  Navigation List Builder  
Manufacturing Receipt Master  Excel Report Builder  
Manufacturing Potential Shortages  SmartList Builder  
Manufacturing Potential Shortages  Navigation List Builder  
Manufacturing Potential Shortages  Excel Report Builder  
Manufacturing Orders  SmartList Builder  
Manufacturing Orders  Navigation List Builder  
Manufacturing Orders  Excel Report Builder  
Manufacturing Item Details  SmartList Builder  
Manufacturing Item Details  Navigation List Builder  
Manufacturing Item Details  Excel Report Builder  
Manufacturing Bill of Materials  SmartList Builder  
Manufacturing Bill of Materials  Navigation List Builder  
Manufacturing Bill of Materials  Excel Report Builder  
Mfg Machines  Navigation List Builder  
Mfg Machines  Excel Report Builder  
Mfg Labor Codes  Navigation List Builder  
Mfg Labor Codes  Excel Report Builder  
MRP Planned Orders  Navigation List Builder  
MRP Planned Orders  Excel Report Builder  
MRP Planned Orders  SmartList Builder  
MRP Exceptions  Navigation List Builder  
MRP Exceptions  Excel Report Builder  
MRP Exceptions  SmartList Builder  
Work Centers  SmartList Builder  
Work Center Machine Line  SmartList Builder  
Work Center Employee Line  SmartList Builder  
Mfg Machines  SmartList Builder  
Mfg Labor Codes  SmartList Builder  
Inventory
Name Description
Vendor Items  Navigation List Builder  
Vendor Items  Excel Report Builder  
Stock Count  Navigation List Builder  
Stock Count  Excel Report Builder  
Inventory Sites  Navigation List Builder  
Inventory Sites  Excel Report Builder  
IV Lot Numbers  Navigation List Builder  
IV Lot Numbers  Excel Report Builder  
Landed Cost ID  Navigation List Builder  
Landed Cost ID  Excel Report Builder  
Landed Cost Group ID  Navigation List Builder  
Landed Cost Group ID  Excel Report Builder  
Items  Navigation List Builder  
Items  Excel Report Builder  
Item Quantities  Navigation List Builder  
Item Quantities  Excel Report Builder  
Item Kits  Navigation List Builder  
Item Kits  Excel Report Builder  
Inventory Transactions  SmartList Builder  
Inventory Transactions  Navigation List Builder  
Inventory Transactions  Excel Report Builder  
Inventory Purchase Receipts  Navigation List Builder  
Inventory Purchase Receipts  Excel Report Builder  
Inventory Batches  Navigation List Builder  
Bill of Materials Components  Navigation List Builder  
Bill of Materials  Navigation List Builder  
Assembly Orders  Navigation List Builder  
Inventory Batches  Excel Report Builder  
Bill of Materials Components  Excel Report Builder  
Bill of Materials  Excel Report Builder  
Assembly Orders  Excel Report Builder  
Vendor Items  SmartList Builder  
Stock Count  SmartList Builder  
Landed Cost ID  SmartList Builder  
Landed Cost Group ID  SmartList Builder  
Items  SmartList Builder  
Item Quantities  SmartList Builder  
Inventory Purchase Receipts  SmartList Builder  
Bill of Materials  SmartList Builder  
Bill of Materials Components  SmartList Builder  
Assembly Orders  SmartList Builder  
Item Kits  SmartList Builder  
IV Lot Numbers  SmartList Builder  
Inventory Sites  SmartList Builder  
Inventory Batches  SmartList Builder  
Human Resources
Name Description
Employee Injury  Navigation List Builder  
Employee Injury  Excel Report Builder  
Employee Injury  SmartList Builder  
Employee I-9  Navigation List Builder  
Employee I-9  Excel Report Builder  
Employee I-9  SmartList Builder  
Employee Grievances  Navigation List Builder  
Employee Grievances  Excel Report Builder  
Employee Grievances  SmartList Builder  
Employee Discipline  Navigation List Builder  
Employee Discipline  Excel Report Builder  
Employee Discipline  SmartList Builder  
Employee Dependants  Navigation List Builder  
Employee Dependants  Excel Report Builder  
Employee Dependants  SmartList Builder  
Employee Benefits 2x Salary  Navigation List Builder  
Employee Benefits 2x Salary  Excel Report Builder  
Employee Benefits 2x Salary  SmartList Builder  
Benefits Setup  Navigation List Builder  
Benefits Setup  Excel Report Builder  
Benefits Setup  SmartList Builder  
AG HR Employee and Positions Reports  Navigation List Builder  
AG HR Employee and Positions Reports  Excel Report Builder  
AG HR Employee and Positions Reports  SmartList Builder  
Post-Dated Pay Rates  Navigation List Builder  
Post-Dated Pay Rates  Excel Report Builder  
Injuries  Navigation List Builder  
Injuries  Excel Report Builder  
Employee Education  Navigation List Builder  
Employee Education  Excel Report Builder  
Employee Benefits  Navigation List Builder  
Employee Benefits  Excel Report Builder  
Applicants  Navigation List Builder  
Applicants  Excel Report Builder  
Applicant Skills  Navigation List Builder  
Applicant Skills  Excel Report Builder  
Applicant Education  Navigation List Builder  
Applicant Education  Excel Report Builder  
Post-Dated Pay Rates  SmartList Builder  
Injuries  SmartList Builder  
Employee Education  SmartList Builder  
Employee Benefits  SmartList Builder  
Applicants  SmartList Builder  
Applicant Skills  SmartList Builder  
Applicant Education  SmartList Builder  
Fixed Assets
Name Description
Fixed Assets Purchase  Navigation List Builder  
Fixed Assets Purchase  Excel Report Builder  
Fixed Assets Books  Navigation List Builder  
Fixed Assets Books  Excel Report Builder  
Fixed Assets  Navigation List Builder  
Fixed Assets  Excel Report Builder  
FA Asset Lease  Navigation List Builder  
FA Asset Lease  Excel Report Builder  
FA Asset Retirement  Navigation List Builder  
FA Asset Retirement  Excel Report Builder  
FA Asset Insurance  Navigation List Builder  
FA Asset Insurance  Excel Report Builder  
Fixed Assets  SmartList Builder  
Fixed Assets Purchase  SmartList Builder  
Fixed Assets Books  SmartList Builder  
FA Asset Retirement  SmartList Builder  
FA Asset Lease  SmartList Builder  
FA Asset Insurance  SmartList Builder  
Financial
Name Description
GL Trial Balance Summary by Period  Excel Report Builder  
GL Trial Balance Summary by Year   Excel Report Builder  
GL Trial Balance Summary by Year  SmartList Builder  
GL Trial Balance Summary by Period  SmartList Builder  
Checkbook Register  Navigation List Builder  
Checkbook Register  Excel Report Builder  
Checkbook Register  SmartList Builder  
Variable Allocation Accounts  Navigation List Builder  
Variable Allocation Accounts  Excel Report Builder  
Variable Allocation Accounts  SmartList Builder  
Fixed Allocation Accounts  Navigation List Builder  
Fixed Allocation Accounts  Excel Report Builder  
Fixed Allocation Accounts  SmartList Builder  
Multidimensional Analysis  Navigation List Builder  
GL Budget vs Actual  Navigation List Builder  
Financial Batches  Navigation List Builder  
Bank Transactions  Navigation List Builder  
Accounts  Navigation List Builder  
Account Transactions  Navigation List Builder  
Account Summary  Navigation List Builder  
Multidimensional Analysis  Excel Report Builder  
GL Budget vs Actual  Excel Report Builder  
Financial Batches  Excel Report Builder  
Bank Transactions  Excel Report Builder  
Accounts  Excel Report Builder  
Account Summary  Excel Report Builder  
Multidimensional Analysis  SmartList Builder  
Bank Transactions  SmartList Builder  
Accounts  SmartList Builder  
Account Transactions  SmartList Builder  
Account Summary  SmartList Builder  
GL Budget vs Actual  SmartList Builder  
Financial Batches  SmartList Builder  
FieldService
Name Description
Work Orders  Navigation List Builder  
RTVs  Navigation List Builder  
RTV Lines  Navigation List Builder  
RMAs  Navigation List Builder  
RMA Lines  Navigation List Builder  
History RTVs  Navigation List Builder  
History RTV Lines  Navigation List Builder  
History RMAs  Navigation List Builder  
History RMA Lines  Navigation List Builder  
History Field Service Calls  Navigation List Builder  
History Contracts  Navigation List Builder  
History Contract Lines  Navigation List Builder  
Field Service Calls  Navigation List Builder  
Equipment  Navigation List Builder  
Contracts  Navigation List Builder  
Contract Lines  Navigation List Builder  
Technicians  Navigation List Builder  
Technician Skills  Navigation List Builder  
Work Orders  Excel Report Builder  
RTVs  Excel Report Builder  
RTV Lines  Excel Report Builder  
RMAs  Excel Report Builder  
RMA Lines  Excel Report Builder  
History RTVs  Excel Report Builder  
History RTV Lines  Excel Report Builder  
History RMAs  Excel Report Builder  
History RMA Lines  Excel Report Builder  
History Field Service Calls  Excel Report Builder  
History Contracts  Excel Report Builder  
History Contract Lines  Excel Report Builder  
Field Service Calls  Excel Report Builder  
Equipment  Excel Report Builder  
Contracts  Excel Report Builder  
Contract Lines  Excel Report Builder  
Technicians  Excel Report Builder  
Technician Skills  Excel Report Builder  
Work Orders  SmartList Builder  
RTVs  SmartList Builder  
RTV Lines  SmartList Builder  
RMAs  SmartList Builder  
RMA Lines  SmartList Builder  
History RTVs  SmartList Builder  
History RTV Lines  SmartList Builder  
History RMAs  SmartList Builder  
History RMA Lines  SmartList Builder  
History Field Service Calls  SmartList Builder  
History Contracts  SmartList Builder  
History Contract Lines  SmartList Builder  
Field Service Calls  SmartList Builder  
Equipment  SmartList Builder  
Contracts  SmartList Builder  
Contract Lines  SmartList Builder  
Technicians  SmartList Builder  
Technician Skills  SmartList Builder  
Company
Name Description
Exchange Rates  Navigation List Builder  
Tax Detail Transactions  Navigation List Builder  
Exchange Rates  Excel Report Builder  
Tax Detail Transactions  Excel Report Builder  
Exchange Rates  SmartList Builder  
Tax Detail Transactions  SmartList Builder  
Canadian Payroll
Name Description
CPR Paycode YTD  Navigation List Builder  
CPR Paycode YTD  Excel Report Builder  
CPR Employees  Navigation List Builder  
CPR Employees  Excel Report Builder  
CPR Employee T4  Navigation List Builder  
CPR Employee T4  Excel Report Builder  
CPR Banked Stat  Navigation List Builder  
CPR Banked Stat  Excel Report Builder  
CPR Banked Sick  Navigation List Builder  
CPR Banked Sick  Excel Report Builder  
CPR Banked Overtime  Navigation List Builder  
CPR Banked Overtime  Excel Report Builder  
CPR Banked Leave  Navigation List Builder  
CPR Banked Leave  Excel Report Builder  
CPR Paycode YTD  SmartList Builder  
CPR Employees  SmartList Builder  
CPR Employee T4  SmartList Builder  
CPR Banked Stat  SmartList Builder  
CPR Banked Sick  SmartList Builder  
CPR Banked Overtime  SmartList Builder  
CPR Banked Leave  SmartList Builder