[TPollack]

How do I customize the kinds of accounts that show up in the select list?

For instance, when entering bank deposits in the Bank Deposit Journal, how do I set it to show only Sales accounts, and exclude Expense accounts?

And having done so, am I locked in to posting to Sales accounts only, or is there a way to overwrite this setting ‘on the fly,’ without changing the default?

[MSchappler]

Press the F11 key (or right mouse click on the CR Account blank field on this new entry and click Window > Define Columns) and set the Pick root for this column to /object/newviews/account/sales (or press F3 on this field and select Sales beneath NewViews > Account.

Click on the X on the Setup Columns window when finished and you will get only your sales accounts.

Repeat this step to change it back to all accounts or another account type.

Regards,

Martin

[Author]

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