In order to do this you'll need to use the SmartListBuilder product, available from MS. If you are already using SLB, you can create a SQL table to hold certain information related to payments and certain invoice info fields, say over the last 90 days. I've done that and also created another table to hold all the GL distribution info for the invoices in the first table. Then with SLB you can create a custom SmartList that uses one or both of these tables. You would think a View would be the way to go, but SLB seems to have problems reading data from a SQL view. Once you've got the data you want in the tables/SmartList, create a SQL Agent job to refresh the data - early every morning or periodically during the day, based on the GP Users needs.

In order to do this you'll need to use the SmartListBuilder product, available from MS. If you are already using SLB, you can create a SQL table to hold certain information related to payments and certain invoice info fields, say over the last 90 days. I've done that and also created another table to hold all the GL distribution info for the invoices in the first table. Then with SLB you can create a custom SmartList that uses one or both of these tables. You would think a View would be the way to go, but SLB seems to have problems reading data from a SQL view. Once you've got the data you want in the tables/SmartList, create a SQL Agent job to refresh the data - early every morning or periodically during the day, based on the GP Users needs.