Skip to main content

Next Generation - View Mode on the Chart of Accounts screen

Once you have built a structure of your chart of accounts, the Chart of Accounts screen will open as default in View Mode.
​
The screen defaults to the home currency of the database and displays your structure in collapsed mode which you can expand category by category by clicking on the expand icon until you reach the Detail Category or the lowest level category within your setup.

The Chart of Accounts screen in View Mode contains the following:

Section

Description

All

  • Collapsed view of your chart of accounts that can be expanded from the top category to the bottom category.

  • Contains the full name and code of the built nominal account.

  • To access other functions and areas of the system, select a single or multiple check boxes.
    ​Note: The Action Panel automatically opens from the right-hand side of the screen.

  • Instead of manually selecting all the checkboxes for the Detail Category, you can select the category above the detail category.
    ​Note: The check boxes for the detail category will not be selected, however the action that you select from the Action Panel will include all of the detail categories. For more information on the limits and actions that are available, please refer to the View details and access available actions for a nominal account in the your chart of accounts article.

Account Code

  • Hyperlink that displays the account code of the nominal accounts.

  • To view more information about the nominal accounts, click on the underlined hyperlink.

Account Name

  • Hyperlink that displays the account name of the nominal accounts.

  • To view more information about the nominal accounts, click on the underlined hyperlink.

Account Type

  • Displays the type of the nominal account. Types can be:

    • Nominal

    • Bank

    • Petty Cash

Did this answer your question?