Drop-down List Order for Accounts

Drop-down List Order for Accounts


Drop-down List Order of Account Codes in Transaction Entry


Select Code or Description order for display of drop-down list of chart of accounts in transaction entry. This setting will determine the sort order for the chart of accounts drop-down list in transaction entry screens as well as the searching method. For example, Description order will display the chart of accounts drop-down in account name order and as characters are entered from the keyboard, the list will dynamically search on account name.


Step 1. - Setup

  • Click on the Setup > Settings menu option.


Step 2. - Order Drop-down Lists

  • Click on the Transactions tab and in the Order for dropdown lists, for the Chart of Accounts select Code. You can also do this for enterprises if you wish to.

 
Article #760