Difference between revisions of "1. Chart of Accounts"
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'''Chart of Accounts''' | '''Chart of Accounts''' | ||
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* You can view by '''Active Accounts, Inactive Accounts, or All Accounts,''' by selecting the required radio button on the top right. | * You can view by '''Active Accounts, Inactive Accounts, or All Accounts,''' by selecting the required radio button on the top right. | ||
* You can view your'''Chart of Accounts''' in either '''List''' mode or '''Tree''' mode. | * You can view your'''Chart of Accounts''' in either '''List''' mode or '''Tree''' mode. | ||
| − | * | + | * Click on the '''Tree Mode''' box on the far right top of the page to view the '''Chart of Accounts List''' in '''Tree Mode'''. |
* When you are in '''Tree Mode''' you can click on the bottom left '''Expand All''' button, allowing the user to view all on-going accounts. | * When you are in '''Tree Mode''' you can click on the bottom left '''Expand All''' button, allowing the user to view all on-going accounts. | ||
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* Select '''Preferences'''. | * Select '''Preferences'''. | ||
* Select '''Accounts''' Tab from tabs on left. | * Select '''Accounts''' Tab from tabs on left. | ||
| − | * | + | * Click '''Default to Tree View for Chart of Accounts List''' to view Accounts List in Tree Mode when you open it. Uncheck to view in '''List Mode''' by default. |
Latest revision as of 03:47, 19 December 2014
Chart of Accounts
Chart of Accounts - Is it clear that your Accounts within the Chart of Accounts can be viewed in a number of ways?
The Chart of Accounts List can be viewed in List Mode or Tree Mode.
- From the Main Menu select Accounts Module.
- Select Accounts List button to view Chart of Accounts.
- You can view by Active Accounts, Inactive Accounts, or All Accounts, by selecting the required radio button on the top right.
- You can view yourChart of Accounts in either List mode or Tree mode.
- Click on the Tree Mode box on the far right top of the page to view the Chart of Accounts List in Tree Mode.
- When you are in Tree Mode you can click on the bottom left Expand All button, allowing the user to view all on-going accounts.
You can set the default setting to view the Account Lists either in Tree Mode or List Mode.
- Select Utilities Module.
- Select Preferences.
- Select Accounts Tab from tabs on left.
- Click Default to Tree View for Chart of Accounts List to view Accounts List in Tree Mode when you open it. Uncheck to view in List Mode by default.
