The basic SmartLists included with Dynamics GP are great, but they really shine once companies figure out how to fine-tune and filter the records that are returned. The Search feature in SmartLists does just that, making it easy to see which invoices were generated on a particular date or which transactions affected a certain general ledger account during the month.
In this recipe, we'll look at how to better control the results that are returned using the Search feature in SmartLists. For our example, assume that auditors want to see any checkbook transactions over 10,000 dollars ($10,000) during the month of April 2017. We'll use the Dynamics GP sample company for this recipe.