15 Feb Account Rollup Inquiry in Dynamics GP
Account Rollup Inquiry in Dynamics GP is a secret to most. Almost no one I know uses it. It’s probably because they don’t know about it.
What I like about it is that if you have a number of related accounts (e.g. 20 sales accounts), this provides a great way to do in-depth analysis on the accounts as a group. Instead of having to go account by account to do your analysis, you can look at the accounts as a group, and speed up your analysis.
You can even include budgets and variances in your in your inquiry screen.
Here’s a quick video that shows this being used: