Accounts

Accounts are used to group financial transactions posted from Journal entry or other programs like Accounts Payable or Accounts Receivable. Accounts show increases, decreases, and an ending balance that provide a means for creating financial statements.

The Accounts list in General ledger displays all the accounts you have in the system. You can reorder the columns in the list by dragging and dropping the column headers. To change the column headers, select Choose columns, select what to include, and click Apply changes. You can use the menu next to each account in the list to quickly view or edit the account.

To open a quick view of the account without leaving the list, you can simply select the record name directly from the list, instead of using the context menu. This quick view of the record opens on the right side of the screen.

Tip: The total number of account records appears above the list. If you have multiple pages of accounts, use the page navigation at the bottom of the list. This way you can easily move from page to page.

To quickly locate the account you want, use the search or filter the list.

  • To open the record of a specific account, search by its account number and select it in the results.

    Tip: If you don't know the exact account number, search by partial number.

  • To view only accounts that share specific criteria such as such as report classification or custom field, filter the list. From the Filter list, select the criteria of the accounts to work with, and select Apply filters. For information about these filters, see Account Filters.