In this video, we’re excited to share a small but mighty change we've made on the General Ledger Inquiry screen. When filtering through your accounts, you will now see the account number included alongside the account name, making it easier to navigate. This enhancement aims to streamline your experience and improve efficiency.
General Ledger Inquiry Account Filtering Procedure
Key Steps
Access the General Ledger Inquiry Screen 1:00
Navigate to the General Ledger Inquiry screen in your accounting software.
Ensure you have the necessary permissions to access this screen.
2. Utilize the New Filtering Feature 0:06
When filtering through your accounts, look for the new feature that displays the account name alongside the account number.
This feature allows you to easily identify accounts without needing to memorize account numbers.
3. Filter Accounts Efficiently 0:13
Begin typing the account name in the filter search bar.
Review the filtered results that now show both the account name and number, making it easier to find the desired account.
Cautionary Notes
Ensure that you are using the latest version of the software to access the new filtering feature.
Double-check the account name and number to avoid selecting the wrong account.
Tips for Efficiency
Familiarize yourself with common account names to speed up the filtering process.
Use the search function regularly to keep your workflow efficient.