The All Accounts View presents your chart of accounts in a grid format, providing information beyond just the name and account number. This view is helpful for getting a more detailed overview of your accounts. The All Accounts view also allows you to Add, Edit and Delete accounts as well as see account activity.
- The All Accounts view can be accessed within the Finance Module under the Accounts tab, by clicking on "All accounts".
- You can search the accounts grid using the standard search conventions in the search view.
- You can select which book's chart of accounts you're viewing in the "Book" drop list.
- The "Type" field will let you filter your view to view only accounts of the selected type.
- The "Filter" field will let you filter to show "Active accounts", "Inactive accounts" or if you want to view all accounts, choose (none).
The All Accounts grid shows columns for each account number, account name, type, beginning balance (as of the start of the fiscal year), Change (the amount the account balance has changed by so far within the fiscal year), Current (Current balance of the account), Major Group, Minor Group, Inactive? (indicates if an account is marked as inactive), Bank? (indicates if an account has been designated as a bank account), Responsibility (Responsibility Code), Church Body, and Note (indicates whether there is a note on the account).
- To Add a new account, click the "Add" button. After clicking add, you'll be asked to select what type of account you want to create. Click on the account type you want and click "Select"
- To edit an account, click on the account you'd like to make changes to, and then click "Edit" at the bottom of the grid.
- To delete an account, click on the account you want to get rid of and then click the "Delete" button at the bottom of the grid. Only accounts with no activity or balance can be deleted, however.
- To view the activity on an account, either double click the account you want to view, or click on it and then click the "Activity" button at the bottom of the grid.
- The "Print" button will print out your chart of accounts as you see it on the All Accounts view.