List Tab
The List tab provides three views of the Chart of Accounts. You access these views via the drop-down list on the right end of the tab's grid toolbar. The List tab displays the General Ledger Balance view by default.
Contents
Field | Description |
---|---|
General Ledger Balance View | Displays all finance accounts, including potential debit or credit balances. You can also create and delete accounts in this view. |
Setup - All Settings View | Enables you to set or change settings for each account in the Chart of Accounts. You can also create accounts in this view. Working in this view enables you to manipulate accounts' line numbers, while also being able to see the line numbers of other accounts at the same time. Using this view is also an efficient way to perform a bulk change to a particular column's value.
You can also adjust settings that are used in printing reports, such as forcing a page break or setting the indentation. You can use columns Code 1 through Code 5 for mapping data to another data structure, for example, when exporting data or integrating with another system. You can also use these columns for grouping. |
Translations Grid View | Enables you to enter column names in another language, to be displayed in that language when you run Chart of Accounts reports. |
- Related Topics:
- General Ledger Balance View
Use this view to display all finance accounts, including potential debit or credit balances, and the voucher details for each account. You can also create and delete accounts in this view. - Setup - All Settings View
Use this view to view, set, and adjust the settings that are related to each account. You can also create accounts in this view. - Translations Grid View
Use this view to provide names of columns in a language other than English to be displayed on-screen and in reports.
Parent Topic: Fields and Options