Tech Tip Added: Creating SmartList Export Solutions

  • Tech Tip Added: Creating SmartList Export Solutions

    Posted by 6575161 on February 4, 2017 at 6:02 pm
    • Amber Bell


      February 4, 2017 at 6:02 PM

      Hello everyone,

      I am not sure how many of you are members of the Tech Tip “Community”. I added a new tip today and realized it was pretty hard to find. I might ask some GPUG folks to make finding these a bit easier.

      I wrote step-by-step instructions on how to create a SmartList Export Solution. These allow you to connect an Excel Macro Enabled Workbook or template to a SmartList Favorite so that you can include formatting, subtotals, etc.

      Let me know what you think.

      Here is a link: Tech Tip: SmartList Export Solutions (you might have to login a 2nd time to open this window)

      Amber Bell
      Training Dynamo LLC
      Derby CT

    • Maureen Seibler


      June 29, 2017 at 10:05 AM

      Hi Amber!

      Just wanted to say “Hi” and “Thank you!” for this Tech Tip and also to let you know how it has been used and shared.

      I set up a few export solutions already and it has been super helpful for my AR and AP teams in sending out customer and vendor agings. I also just shared it at our local GPUG meeting (giving you all the credit, of course) so others can use this feature (no one was using it prior).

      It’s a super time-saver! Thanks for making it so easy to put it into practice.

      With much appreciation,

      Maureen Seibler
      Accounting Manager
      Jacksonville FL

    • Leslie Vail


      July 7, 2017 at 7:26 PM

      If you clear the data before you save the template you will not need the Clear macro.

      Leslie Vail
      Accounting Systems Consulting, Inc.
      Dallas TX

    6575161 replied 6 years, 7 months ago 1 Member · 0 Replies
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