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PS Cashbook

Order of Drop-Down Lists- sort/select by Account Description or Account Code

Summary

When doing transactions and invoices, how do I change my chart of accounts so it sorts/selects by account description rather than account code?  

Detailed Description

Some people 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 you to define the order in which you would like 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 in which you would like the chart of accounts to appear in drop-down lists. (i.e. Change from Code to Description):

  • 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 box.
  • 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 -

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