Access the Chart Of Accounts section via: Company Settings > Accounts Setup > Chart Of Accounts.
All accounts are shown by default when accessing this section.
If required, you can filter the list to see specific accounts by using the following filters within the Search panel at the top of the section:
- Code: Search for accounts based on the code entered (or part of).
- Name: Search for accounts based on the name entered (or part of).
- Account Type: Search for accounts assigned to the selected account type.
- Show Deleted: Select whether to included previously deleted accounts in the search results.
Select [SEARCH], and all accounts which meet your search criteria will be listed, showing the following:
- Name: Displays the accounts name.
- Chart Code: Displays the accounts unique code.
- Type: Displays the accounts type.
- Group: Displays the group that the account is assigned to.
- Media Type: Displays the media type assigned to the account, if applicable.
By default 15 records will show per page. To access other pages, use the page selector in the bottom right corner of the list.
Comments
0 comments
Article is closed for comments.