💁Agenda of the Video▶️: To Speedup the year ending process of Reviewing and Reconciling G/L Accounts, we can Review the Posted G/L Entries for a given G/L Account and Mark those General Ledger Entries as Reviewed.
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🔰Concept- To keeping track of what you've done (related with Posted Entries or Data) into the Dynamics ERP System, and to Speedup *Reviews*, try to use the "Review G/L Entries" feature on the General Ledger Entries (page).
You may also find the "Review Policy" (field) on the G/L Account Card (page) linked with the Chart of Accounts (COA).
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To Enable the feature, there is a Setup Page of "G/L Entry Review Setup".
Here, G/L Account Card = General Ledger Account.
🟩Available options under the "Review Policy" (field) are as follows:
🔸(1) None
🔸🔸(2) Allow Review (Entries)
🔸🔸🔸(3) Allow Review (Entries) and Match Balance
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☀️ Video Thumbnail Creator: Madhavi Pandey. ☀️
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🔰Concept- To keeping track of what you've done (related with Posted Entries or Data) into the Dynamics ERP System, and to Speedup *Reviews*, try to use the "Review G/L Entries" feature on the General Ledger Entries (page).
You may also find the "Review Policy" (field) on the G/L Account Card (page) linked with the Chart of Accounts (COA).
------ ------ -----
To Enable the feature, there is a Setup Page of "G/L Entry Review Setup".
Here, G/L Account Card = General Ledger Account.
🟩Available options under the "Review Policy" (field) are as follows:
🔸(1) None
🔸🔸(2) Allow Review (Entries)
🔸🔸🔸(3) Allow Review (Entries) and Match Balance
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☀️ Video Thumbnail Creator: Madhavi Pandey. ☀️
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Category
📚
LearningTranscript
00:00hello friends welcome to my channel i am freelancer madhvi and today we are going to check
00:16how to view reviewed entries.
00:22remember you have reviewed entries.
00:26how many entries have been reviewed.
00:29now i am going to know status.
00:31i am going to check the pages.
00:35i am going to check the pages.
00:39i am going to check the pages.
00:45i am going to check the pages.
00:49general ledger entries page not report.
00:56now i am going to check how to review.
01:00i am going to check the pages.
01:02i am going to check the pages.
01:04here are the options.
01:06if you are going to check the pages.
01:08ascending or descending date.
01:10you will select a particular line.
01:13you will click on the review entry.
01:16you will select one line.
01:18you will select the page.
01:19if you are going to check the pages.
01:21if you are going to check the pages.
01:23if you are going to check the page.
01:25you will select one line.
01:27then if you are going to check the pages.
01:30if you mitä me in there.
01:32if you have done major entries.
01:35what are things that will do?
01:36liebe it.
01:37you will click on previous page.
01:38simply reform and directly 진행.
01:40you are going to type .
01:42you will click on new entry entries.
01:44start from a position and select.
01:46now you are going to check it.
01:47and I have to see how many entry reviews are, so this is a column of reviewed.
01:53Now you have to do a simple job.
01:56Click on this and click on the filter button.
02:01It will be reviewed.
02:06Yes.
02:09Now you have to see how many reviews are, because it was blank, so it will not show anything.
02:16So we will do a normal job.
02:19We will do a clear filter.
02:22After doing a clear filter, I need to see how many entries have been reviewed.
02:29I need to see all the entries.
02:34So you need to change the filter.
02:38This will work in the next zone.
02:40If you have certain filters, where you are located, you can change the filter.
02:44So if you are a filter, now you have to check that filter there is not.
02:46We will see which filter is located in the next zone.
02:49You can do which one entry is sent in which you can do a single entry.
02:51This is the only method I have to review.
02:54So you can see here is the same filter sign.
02:56If you select an auto single line,
02:59now you can select a filter on a G.L account.
03:01This will appear in the filter sign.
03:03So now you can filter it to clear filter, no filter means no filter.
03:11As you can see no filter, all entries are coming.
03:15As you can see, the entries are coming.
03:17As you can see, the entries are coming.
03:20This is the selection box, the review box.
03:23It's processing multiple entries.
03:26As you can see, the system is coming.
03:28As you can see, the entries are coming.
03:31The system will process you to see that the entries are coming.
03:34The entries are coming.
03:36The entries are not coming.
03:40If you scroll down, you can see the invoice, the document number,
03:46all the entries are coming.
03:49As you can see, the columns are activated.
03:52You can check the values and date.
03:57So now you can see the entries and the reviews are not.
04:00I just know that in the last video,
04:02I recorded that I had a few entries reviewed.
04:06So now I just need reviewed entries.
04:10I just need a filter.
04:12I just need reviews entries.
04:14If you want to do no, then it will be the same status.
04:18Because the reviews are not.
04:20The filter is coming.
04:22Also I want to check out the reviews.
04:24But I just need the reviews.
04:25As you can see the reviews.
04:26As you can see the reviews,
04:29You can see the entries on the next video.
04:31As you can see, you can see the entries on the previous video.
04:33I can see the entries on the previous video.
04:35In the last video, I reviewed all the entries in the last video.
04:42There are values, dates, my name, identifiers, 1, 2, 3, 4.
04:50If you want the identifiers, then ascending or descending.
04:55The reviewed identifiers are unique.
04:591, 2, 3, 4, 5, 6.
05:01I reviewed 6 entries and 6 lines.
05:05And all these entries are single entry mode.
05:09So, this will be the document number.
05:15If you put the document number in the filter,
05:17then the document number is difficult.
05:20The document number was reviewed.
05:23This invoice, this invoice, this invoice,
05:27the transaction was inter-company.
05:29The contract was 3 entries.
05:31I reviewed the document number of different documents.
05:35So, this is the best way to review the section.
05:38And then, after reviewing the filter,
05:41after reviewing the filter,
05:42then yes.
05:43I reviewed the entries.
05:45And then, you will see all the entries.
05:48If you want, you can see the entries in Excel.
05:51Show entries and other things.
05:54I will show you the same.
05:56I will show you the same.
05:57If you want to send them to an app or Excel,
06:02then you can send them to Excel and App.
06:05I will show you the same.
06:07I will show you the same.
06:08Now, you have to select general ledger entry space.
06:11If you want to select general ledger entry space,
06:13you will come to this page.
06:15Now, we will recap how many steps we have taken.
06:19The first step is general ledger entry page.
06:25And we need this page.
06:26Okay?
06:27We have to select space.
06:28We have to select a line.
06:30We have to select a line.
06:31We have to select a line.
06:32We have to select a line.
06:33We have to go to review the entries.
06:34We have to select review the entries.
06:36If we have to select all entries,
06:39then we have to select a filter.
06:42We have to select a filter.
06:44If it is not, click the box.
06:46If it is not, click the box.
06:48Then we have to select review the entries.
06:50If there is no, then we have to select yes.
06:55Which means here.
06:56If I could select review such the entries.
06:57If I did not salvage any review inies,
06:59I would like to check out the entireлючs,
07:00You will notice where the entries placed.
07:03jlaccount card is and that is used.
07:04.
07:12In untrained country,
07:14desempa,
07:15fill the notes,
07:17One that is used to see a filtering platform
07:19.
07:23You can see all the entries coming and you have clicked on the review.
07:28Now, for 2 minutes, we will click on the No.
07:33Now, the entries are not reviewed in bulk.
07:37This scroll up and down line app will be able to see all the entries.
07:42If you have left to route, you will need to see the document number, document type,
07:47invoice, document type, payment.
07:50So, you can see all these things.
07:52Now, I just need reviewed entries.
07:56Which I have last reviewed.
07:59Reviewed.
08:00This is all reviewed.
08:02Specifies if an entry is marked as reviewed.
08:06This is just the entry marked as reviewed which I reviewed.
08:11Now, if you want to add user name, who was it?
08:15You can add identifier.
08:19You can add it.
08:20But, it's the best thing for me.
08:22It's the best thing for me.
08:23How many entries are reviewed?
08:24I've got to know.
08:25The biggest confusion is that you can auto-select on this page.
08:30If you select all entries,
08:34you can disable the reviews button.
08:37If I come here, you can add a filter.
08:40It's a filter on the GL account.
08:42It's auto-filter.
08:44You can add a filter on this page.
08:47So, what do you need to do?
08:48First, you need to remove the filter.
08:50The filter is auto-selected.
08:51After the filter is auto-selected,
08:53you can also remove all entries.
08:55You can also remove all entries.
08:56You can also remove all entries.
08:57You can also remove all entries.
08:58If you have not reviewed,
09:00you can also remove all entries.
09:01If you have not reviewed them,
09:02you can review the previous video.
09:04But, the same thing you need to do is to show me.
09:05If you review it,
09:06you can show me the filter.
09:07You can also show me the filter.
09:08You need to show me the filter.
09:09You can show me the filter.
09:11click on reviewed, and yes,
09:14what has been done,
09:16you can see this way.
09:19You can see that entries have been reviewed.
09:22You can send them to excel,
09:24you can send them to excel,
09:26you can send them to excel,
09:28and this means that
09:30all the status has been reviewed.