This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.
The sixteenth new feature is Option To Not Display Inactive Checkbooks in Lookup. This feature allows users to hide inactive checkbooks when performing a lookup.
When doing a lookup on Checkbook ID, click the blue bar above the list and select Exclude Inactive Checkbooks:
The inactive checkbooks will be removed from the list.
The setting is a per user one which is not remembered between logins, which will make it less useful if you have inactive checkbooks. I'm not sure how much use this function will be; perhaps my clients are unusual, but not that many of the have unused checkbooks. Sometimes this is because their main account will be a current account with a Checkbook ID of
CURRENT which will continue to be used even if they change banks.