Navigation Lists: The Overlooked Time-Saver in Dynamics GP
Leveraging navigation lists in Core Dynamics GP can significantly accelerate and streamline your processes, making your workflow more efficient and productive. The features we will review here are for the following modules:
- Financial
- Sales
- Purchasing
- Payroll
There are more modules that you can use navigation lists on, as well.
How to Access Navigation Lists
To access the navigation lists you will need to be in the module you want. The navigation list is in the same spot for all the modules. Each module has a different Navigation List. Once in the module, the Navigation List will be on the left-hand side above the list of modules. The screenshot below illustrates where you can find the Navigation lists:
Financial Navigation Lists
The Financial Navigation List offers several options, including “Accounts.” Clicking it displays your full chart of accounts in the main GP window. This view is especially helpful for inactivating multiple GL account numbers. Simply check the ones you want and click “Inactivate” on the ribbon; you’ll be prompted to confirm. There’s no need for a range; you can select accounts sporadically.
As you can see in the top ribbon of the screenshot above there are other actions. You can jump right to a new entry window and even print reports right from this window.
In the Financial Navigation list, you can even look at your check books. From this list you can review your current balance in all your checkbooks along with the last date it was reconciled and the last reconciled balanced. This can be helpful at the month end making sure all checkbooks have been reconciled!
Sales and Purchasing Navigation List
The sales and Purchasing Navigation Lists are very similar. Both are able to Inactivate, place holds and remove holds, generate Trial balances, review/post batches and workflows.
Navigation lists give you the option to select several customers or vendors at one time to inactivate them. They do not have to be in any sequential order. You can also place holds or remove holds from customers or vendors at one time as well. This can be beneficial if you have several you need to do at once making it faster. You can also run reports to create Historical Aged Trial Balances. You can create new invoices or sales documents or even apply payments right from the navigation lists!
Customers navigation list
Vendors navigation list
Are you trying to print several invoices for one Customer that are still open to resend to them? You can do that with Navigation lists instead of printing one at a time! Go to the Sales Transactions and the list of Sales transactions will generate select the invoices you want to print. Go to the top Ribbon and click on the Print Documents. It’s that easy!
Payroll Navigation List
Payroll Navigation list can let you see all of your Employees at once. Again you can even inactivate them or go directly to their employee cards! However, with employee Lists you can only work with one employee at a time.
The one I want to highlight is the payroll posting accounts. This one lets you make changes to your payroll posting accounts by downloading the GL mapping to an excel file making any changes, deletions or additions to the list combinations and then uploading the new file back into GP.
Navigation lists can be extremely useful and is one tool right inside of Dynamics GP that does not get utilized enough.
Discover what navigation lists can do for you!
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