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.

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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.