The Chart of Accounts Pick List displays a list of available accounts for you to select from when assigning accounts. e.g When assigning a revenue account to a PLU the Chart of Accounts Pick List will appear with a list of revenue accounts. Accounts can be added, edited and removed from the Chart of Accounts File.
To select an account:
•(For Multi-Departmental Users) Select a Department;
•Select an Account Type - This can be Assets, Liabilities, Equity, Revenue, Expenses or Cost;
•Searching - To find an account quickly. Enter part of, or all of the account name in the Find Account Name text box. The form will highlight the first listed account name which contains this text;
•Reload List - This button is useful if you have a multi-user license where more than one user can access Polygon Back Office at a time. Click this button to update the list with any changes made by other users such as newly created or recently deleted accounts;
•Highlight the desired account and click the Select button.
See Also:
Polygon Back Office > Chart of Accounts File
Getting Started with Polygon Back Office