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Searching for general ledger sub-allocations

Use the Set General Ledger Sub-Allocation Search Criteria window to search for general ledger accounts.

See Searching in the Introduction manual for details on how to use the search tools.

Note: If the general ledger sub-allocation is not found, click New... button (ellipses)to add a new general ledger sub-allocation from this window. See Creating new general ledger sub-allocations.

Opening the Set General Ledger Sub-Allocation Search Criteria window

Set General Ledger Search Criteria window key fields

Field

Description

G/L Sub-Allocation Code

Type in the unique identifier for the sub-allocation.

Description

Type in part or all of the description for the sub-allocation.

Staff ID

Select the staff member from the drop-down list who is responsible for the sub-allocation.

Active Sub-Allocation

Select a status from the drop-down list to determine which sub-allocations are displayed. You can select:

  • active
  • inactive
  • ignore.

 

Note: You can determine whether a sub-allocation is active using the Account Active field on the General tab. See General Ledger Sub-Allocation Maintenance - General tab.

 

Last modified: 27/05/2016 12:24:01 PM

See Also

Maintaining general ledger sub allocations

Creating new general ledger sub-allocations

General Ledger Sub-Allocation Maintenance - General tab

General Ledger Sub-Allocation Maintenance - General Ledger tab

General Ledger Sub-Allocation Maintenance - Actual tab

General Ledger Sub-Allocation Maintenance - Journals tab

General Ledger Sub-Allocation Maintenance - User Forms tab

© 2016 Synergetic Management Systems. Published 16 September 2016.

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