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Selecting account

Selecting Account for Recoding

Description

This screen is displayed once the Browse icon in the Code box is clicked.  

It is possible that not all the columns in this example are displayed. You can add or delete columns as required. For detailed instructions on how to customize displayed columns, see Inserting and deleting columns.

Search

Click Search to search for the accounts based on the defined criteria.

Clear

Click Clear to clear the defined criteria.

Rows

Type the number of rows to be displayed for each screen. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, you will see the Previous and Next buttons.

Previous

Click Previous to return to the previous screen.

Next

Click Next to go to the next screen.

Filter

Select the required option to filter the search that starts with or contains a certain letter or word.

Account

Type a full or partial unique code of an account to search for the account. The account code is based on the debtor code defined in Code in the accounts receivable maintenance. Go to Finance/Accounts receivable/Maintain, select the relevant debtor and click Open (in Simple mode under the Basics tab) or via the same menu path, at Debtor (in Advanced mode under the Basics tab).  

In addition, an account code can also be based on the creditor code defined in Code in the accounts payable maintenance. Go to Finance/Accounts payable maintain, select the relevant creditor and click Open (in Simple mode). In the Advanced mode, the account code for an account payable is defined at Creditor under the Basics tab.

Name

Type a full or partial name of an account to search for the account. The account’s name is based on the Name defined at the accounts receivable maintenance (go to Finance/Accounts receivable/Maintain, select the relevant debtor and click Open) or at the accounts payable maintenance (go to Finance/Accounts payable maintain, select the relevant creditor and click Open).

Buttons

Select

Click Select to select an account that you want to recode.

Note: This button is enabled only if an account is selected.

Close

Click Close to exit.

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 14.768.770
 Assortment:  Date: 26-09-2022
 Release: 370  Attachment:
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