GP 2016 – SmartList and Budget Import

Posted on: May 19, 2016 | By: Craig Thompson | Microsoft Dynamics GP

As of May 1st, Microsoft has released GP 2016. With the release comes a host of new features and improvements. This post marks the sixth in a series of posts over the next few weeks that will cover these new features.

On September 21st, 2015, Microsoft gave a presentation at reIMAGINE, a convention for people and businesses in the Dynamics GP community, about the new features and improvements that should come with the release of GP 2016. These include, but are not limited to:

·       Import/Export SmartLists from Designer

·       SmartLists from Favorites

·       Power BI Reports on Home Page

·       Export numbers to Excel formatted as Numbers

·       Budget Import Exception Report

·       Workflow Reassignment Notifications

·       All-in-One Document View

This post will be covering the improvements made to the SmartList and budget import. 

The improvements made to SmartList deal mostly with SmartList Designer. Have you ever tried to create a new SmartList from an existing favorite that you created? If you have tried, you have learned that you can only create new SmartLists from default SmartLists and remove the unwanted columns. GP 2016 now gives users the ability to create a new SmartList from a favorite using SmartList Designer. This kind of functionality can be very useful when trying to organize SmartLists. If you utilize the function frequently, you may see that your favorites and a jumbled mess. Creating SmartLists from favorites will allow users to further split up SmartLists into more appropriate folders. The other improvement made to SmartList gives users the ability to export and import SmartList definitions created with SmartList Designer from one install to another. See below for a preview of this functionality.

The other GP 2016 improvement covered in today’s post deals with budget imports. This small, but significant enhancement will print an exception report after a budget import that displays accounts that aren’t setup in Dynamics GP. This feature can be used to easily determine any new accounts that need to be added based on budgeting decisions. Below is a screenshot of what the report will look like.

For more information on Dynamics GP 2016 and how this Microsoft update could benefit your business, contact Logan Consulting your Chicago based Microsoft GP partners for a consultatoin.

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