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  • #11482

    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?


    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.



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