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GL Account Setup

  • 1.  GL Account Setup

    SILVER CONTRIBUTOR
    Posted Mar 11, 2019 02:21 PM
    Is there a way to see which user sets up GL accounts?  A Smartlist will show created and modified dates, but there seems to be no column selection for the User ID.

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    Mike Dibos
    JAJ Enterprises, LLC
    Coburg OR
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  • 2.  RE: GL Account Setup

    GOLD CONTRIBUTOR
    Posted Mar 11, 2019 02:50 PM
    Out of the BOX - NO....

    You need to use a 3rd party auditor like that in Rockton, FastPath etc.
    You could also develop your own DML trigger to do this.

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    Kerry Hataley
    CEO & President
    Nanook Software, Inc
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  • 3.  RE: GL Account Setup

    SILVER CONTRIBUTOR
    Posted Mar 12, 2019 11:04 AM
    That's about what I figured.  Thanks for the info Kerry.

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    Mike Dibos
    JAJ Enterprises, LLC
    Coburg OR
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  • 4.  RE: GL Account Setup

    TOP CONTRIBUTOR
    Posted Mar 13, 2019 02:36 PM
    Hi @Mike Dibos

    The most you can get from GP "out of the box" is the date it was created on - which can be seen in SmartList by pulling in that column.

    Additionally, in GP (some versions) you can set up a workflow on GL Account Codes now so that they require approval before use.

    And, as always, you can lock down the ability to create GL Account Numbers in GP through securities.

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    Jo deRuiter, MCP, DCP
    "That GP Red Head"
    AISLING DYNAMICS CONSULTING, LLC
    WEBSITE: https://aislingdynamics.com/
    BLOG: https://community.dynamics.com/gp/b/gplife
    770-906-4504 (Cell)

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  • 5.  RE: GL Account Setup

    SILVER CONTRIBUTOR
    Posted Mar 14, 2019 11:27 AM
    Hi @Jo deRuiter

    We have lockdowns in place for the ability to create GL accounts, so that should take care of it.  Thanks for your reply Jo.​

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    Mike Dibos
    JAJ Enterprises, LLC
    Coburg OR
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