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Difference between revisions of "1. 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.  
* Tick on the '''Tree Mode''' box on the far right top of the page to view the '''Chart of Accounts List''' in '''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.
  

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.
  • Tick Default to Tree View for Chart of Accounts List to view Accounts List in Tree Mode when you open it. Untick to view in List Mode by default.