The latest release of Microsoft Dynamics GP, Microsoft Dynamics GP 2015 R2, arrived in June, and since then we’ve been looking at some of the new features that were delivered with it. In previous entries, we’ve covered the following new features:
- All-in-one document viewer for purchasing
- Payables transaction approval workflow
- Employee self-service access to their W2
- Scriptable provisioning and management
- Analytical accounting transaction lists
- Self service user tasks and roles
- SmartList Designer SQL view
- SmartList Designer view workflow type
- Time management app
- Historical Received Not Invoiced report
- Enable email on all Purchase Order and Sales Order document formats
- Mask employee social security numbers on reports
- Debits displayed before credits
- Improved auto deposit functionality
- Consolidated inquiry windows in the General Ledger
- Visual indicator for customers over their credit limit
- Workflow document attachment
Today we’ll look at a small adjustment that will hopefully have a big positive impact for you: the ability to set the default SmartList visibility for new Favorites in your system. This was a heavily requested feature, and Microsoft has delivered. The feature will make your SmartList folders easier to maintain.
How to Set Default SmartList Visibility For New Favorites
You’ll find the new setting in the System Preferences window, which you can access by going to Microsoft Dynamics GP > Tools > Setup > System > System Preferences.
As you can see in the screenshot above, you now have the option to set Default SmartList Visibility to System, Company, User Class, and User ID. This new setting applies to newly created Favorites only. This feature will help you to keep your SmartList Favorites organized, and it will enable more flexibility within Microsoft Dynamics GP, given that most SmartLists are set up by users that want them to be user or company specific.
