If you are using the batch approval functionality in Dynamics GP, you might find this article helpful. How nice would it be to have a list of all batches that need to be approved? Here are the steps for setting up a new list view in the Purchasing Module for Unapproved Payables Batches, but you can create a similar list in Financial or other modules as well.
To start, click on the Purchasing module and click on Payables Batches on the left navigation pane.
This will open generate a list view for all Payables Batches. Click on the Payables Batches drop down and select Save As.
Enter a name for the new list view being created (i.e. Unapproved Payables Batches) and click OK.
This view will then be saved to the user’s navigation pane under the Purchasing module.
Next, click on Add Filter.
Select Batch Status in the first drop down, select is in the second drop down, and type in Unapproved in the Enter Value field. Then click on the grey arrow next to where you typed “Unapproved”.
Click on the drop down arrow next to the Unapproved Payables Batches and click on Save to save the filter criteria.
This will update/save the changes for the new list view.
This article was written by Shannon Hernandez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider.