Searching for GL chart of accounts codes

Modified on Mon, 20 Apr at 12:03 AM

Use the Set Chart of Accounts Search Criteria window to search for general ledger chart of accounts (COA) codes.
See Searching in the Introduction chapter for details on how to use the search tools.

Note: If the general ledger chart of accounts code is not found, click New to add a new chart of accounts code from this window. See Creating new GL chart of accounts codes.

Opening the Set Chart of Accounts Search Criteria window

To open the Set Chart of Accounts Search Criteria window:

Select Module > General Ledger > Chart of Accounts Maintenance from the main menu.
The Set Chart of Accounts Search Criteria window is displayed.
Tip: You can also access General Ledger functions by clicking .
In the Set Chart of Accounts Search Criteria window, type in the information you know about the general ledger chart of accounts.

Set Chart of Accounts Search Criteria window key fields

Field	Description
COA Code	Unique code for the chart of accounts.
Description	Description of the chart of accounts code, using wildcards (that is, %) as needed.
Active COA	Select: Yes to include only active Charts of Accounts in your search No to include only inactive Charts of Accounts in your search Ignore to include both active and inactive Charts of Accounts in your search.
Tax Code	Tax code allocated to chart of account codes.
Classification Code	Classification code recorded against chart of account codes.
G/L Code	General ledger code allocated to a chart of account code. Select a G/L code to show the COA code allocated to that G/L code.
G/L Description	Description of accounts that have been allocated to chart of account codes, using a wildcard if needed. Select a G/L account description (using wildcards if required) to show the COA codes that have been allocated to G/L codes with the description entered.

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