Picking Account numbers in "Open" dialog boxes

Fund Accounting, Accounts Payable, Accounts Receivable, Payroll

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Dish-Man
Posts: 55
Joined: Tue Sep 23, 2003 1:22 pm
Location: Shurlington Baptist Church

Picking Account numbers in "Open" dialog boxes

Post by Dish-Man »

Someone may have asked (or answered) this before, but why can't we "pick from the list" of account numbers when we are entering data into a Open screen (Open Invoices, Enter transactions, etc). You can only type in the account number which means we have to have our "cheat sheet" handy when we are entering transactions. I'm surprised this feature hasn't been added already (or maybe there's a limitation that won't allow it).

Also when entering data in a "Report" screen and you enter either a fund name, transaction number, account number, etc. it would be nice if the same data was entered into the "to" box that you entered in the "from" box. I know that if you go to the list, the same one is highlighted, but it would be nice if the program automatically filled in the "to" box as soon as you hit tab and you could type over it if you wanted something different.
Jay
Shurlington Baptist Church
Macon, GA

Jeff
Program Development
Program Development
Posts: 1225
Joined: Fri Sep 05, 2003 11:43 am
Location: PowerChurch Software
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Post by Jeff »

When you are in the account number column entering a transaction, you should be able to press F2 to popup the list of accounts to select from. There should be a prompt in blue text just beleow the scrolling list telling you this is how to get the list of accounts.

F2 also works wherever you see the lookup "magnifying glass" button.

Dish-Man
Posts: 55
Joined: Tue Sep 23, 2003 1:22 pm
Location: Shurlington Baptist Church

Post by Dish-Man »

thanks jeff! I just found that in the book! (helps to read the documentation sometimes)
Jay
Shurlington Baptist Church
Macon, GA

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