Enter an Account for an Expense Record

To enter an account for an expense record, you can select it in the Account Lookup dialog box.

To enter an account for an expense record, complete the following steps:

1. In the ACCOUNT column (or ACCOUNT NAME column, if the ACCOUNT column is not displayed), do either of the following:
   • Enter one or more characters from the account number or name to display a drop-down list of accounts that contain those characters. Select the account you want from that list.
   • Click to display a list of all available accounts in the Account Lookup dialog box, and continue with step 2.
2. If the account you want is not visible in the lookup dialog box, do one or more of the following to locate it:
   • Scroll the list until the account is visible.
   • In the search field above the grid, enter one or more characters from the account number or name to display only accounts that contain those characters.
   • Click the column label for the ACCOUNT NAME column in the lookup dialog box to sort the list in the reverse order. (A sort icon ( or ) displays next to the current sort column.) You can also click the column label for either of the other columns to sort based on values in those columns.
3. When you locate the account that you want, click it to select it.
4. Click Select to enter the account in the expense record.