Account List
On the Account List page authorized users can search for an account or a range of accounts. A list of the located accounts displays on the page.
To search for an account or range of accounts, follow the steps below:
- To access the Account List screen, go to Maintenance > new world ERP Suite > Chart of Accounts > Accounts.
- To search for all accounts in the system, click Search. To narrow your search and limit your results, select any or all of the search fields as needed.
After you run a search on an account, the Account List page displays a list of accounts that meet your search criteria. Click Reset at any time to clear the data in the search fields.
The grid allows for the export of more than 2,000 accounts.
Click here for more information on the fields.
| Field | Description |
|---|---|
| Type | The type of account on which to search. The default is <All>. The available options are <All>, Asset, Liability, Fund Equity, Revenue, and Expense. The Order By drop-down list is enabled when you select a Type other than <All>. |
| Account | The account element (base and detail) on which to search. It must be a valid account element to be included in the search criteria. The label on this field is a variable based on the title defined in the <Base Account> Description field on the Account tab on the New World ERP Settings page. (Located at Maintenance > new world ERP Suite > System > New World ERP Settings.) |
| Description | The description of the account on which to search. |
| Order By | The sort order by which results are listed. The Order By drop-down list is enabled when you select a Type other than <All>. |
| Un-coded Accounts | Select whether to include, exclude, or only include un-coded accounts on which to search. This drop-down list is enabled when you select an Order By value (except any of the Account values). |
Delete an Account
To delete an account, select a check box next to the account(s) in the list and click Delete.
The Delete button is hidden or disabled if you do not have the appropriate security permissions. If you are authorized, when you click Delete you are prompted to confirm the deletion.
Refresh the Screen
If needed, click Refresh to repopulate and update the list to include any changes other authorized users may have made. It also clears the check boxes on the pages of any accounts you selected.
Print an Account Listing
- To print a report of account types, click Print. This Print button is hidden if you do not have the appropriate security permissions.
- Select the Account Type you want to include on the report.
- Select the Include Government Reporting Profile check box to include all the financial reporting information for the G/L Account on the listing.
- Click OK to submit the listing to myReports.