by George Rios

Below are the steps in setting up a SmartList of bank deposits that were processed in Dynamics GP for a particular date range…

1. Open up the SmartList window and expand the Bank Transactions folder and click on the Default (*) SmartList.
   

2. Click on the Columns button within the menu ribbon along the top of the window to add new columns.
   

3. When the Change Column Display window appears, click on the Add button; then click on the Available Columns drop-down menu and select ‘All Columns’.
   

4. There are 3 columns we would recommend adding, they are as follows:
   • Adding columns is a matter of selecting them in the Columns window and clicking the ‘OK’ button.
   • Several columns can be added by holding down the CTRL button on the keyboard and making multiple columns selections; only clicking the OK button once when you are finished with your selections.
     

5. Once you are done selecting/adding new columns, click ‘OK’ on the Change Column Display window.
   Next, you will want to save your changes by clicking on the Favorites button and type a name for this particular SmartList; in this case we typed in ‘Bank Deposits – 2023’. You will want to click on the Add button and select ‘Add Favorite’ to save the changes.

6. After the SmartList refreshes, click on the Search button within the menu ribbon.
   
7. We recommend starting the search criteria with the ‘TRX Date’ and the ‘Checkbook ID’. It may make sense to add an additional search field to excluded voided items, you can include the ‘Voided’ field from the “All Columns” list.

The Maximum Records count may need to be increased if you have a large number of transactions (highlighted below). Click the OK button within the menu ribbon to close the Search window.

9. After your SmartList refreshes, you will want to click on the Favorites button again to save your changes; this time you will click on the ‘Modify’ button to save the changes to the newly created Bank Transactions SmartList.

10. As a last step, review the results of the SmartList and adjust the search criteria as needed.
    If the placement of the columns needs to be changed, click on the Columns button on the menu ribbon and select the column, or columns, to be moved. Once selected, you could click on the arrow buttons along the right side of the Change Column Display window to move columns around.

If any changes are made, be sure to save them; the same steps referenced above on Step 9.

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