Sort/select accounts by Account Description or Account Code

Sort/Select Accounts by Account Description or Account Code

Some users find it easier to allocate an account to a dissection by typing in the account description rather than remembering an account code.

For example: Selecting an account by typing in the account code

Cashbook allows the user to define the order in which the chart of accounts to appear in dropdown lists, i.e. account Code or account Description . 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.

To Change the Order The Chart of Accounts Appear in Drop-Down Lists

Click on Setup
Settings menu option
Click on the Transactions tab
Click on the Description radio button next to Chart of Accounts , in the Order for dropdown lists bo
Click OK to save

Note: By changing the search function to Description, now when entering a Cashbook transaction to select an account in a dissection line you will now have to search by Account Name instead of the account Code.

Note: The Order for dropdown lists can also be changed for Enterprises in the same way.

Select Account Name by clicking on the drop-down arrow and choosing it from the chart list or simply start typing the account name in the text box. eg. typing in FUEL will automatically go to the account name/s starting with the letters FUEL.

For example: Selecting an account by typing in the account name

Article ID 1726