From the Microsoft Dynamics GP Blogs: SmartList search; Unassigned security report; Health savings account; AR records

This week on the Microsoft Dynamics GP blog roundup:

• SmartList search options - advanced search: using wildcards and any field
• Unassigned security report & superuser roles
• How to set up an HSA (health savings account) in Microsoft Dynamics GP
• Move AR records from history to open - reversing apply (after paid transactions removal)

SmartList search options - advanced search: using wildcards and any field

On his GP Life Hacks blog, Shawn Dorward writes that wildcards are available in the SmartList search Although he knows a few, he said that there may be more that he hasn't figured out yet.

According to Dorward, the search window for SmartList is restricted to four different search definitions and that means sometimes you have to do an advanced search.

The first thing Dorward talked about in his post was the "any field" option. If you choose "any field" as the field name for your search criteria, SmartList will look at any field in the SmartList, compare it to the listed criteria, and return the appropriate results.

You can read more about why wildcards here.

Unassigned security report & superuser roles

On her Tips, Tricks & Thoughts on Microsoft Dynamics GP from a Canadian Perspective blog, Jen Kuntz said that recently she was working on some upgrade tasks because her company was going through an upgrade from Dynamics GP 2013 to GP 2016.

One of the things she had to do was review the unassigned security report for new features and update the security roles as needed. However, she ran into a problem.

Kuntz said that the report, which ...