Searching for general ledger sub-allocations

Modified on Mon, 20 Apr at 12:03 AM

Use the Set General Ledger Sub-Allocation Search Criteria window to search for general ledger accounts.
See Searching in the Introduction chapter for details on how to use the search tools.
Note: If the general ledger sub-allocation is not found, click 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

To open the Set General Ledger Sub-Allocation Search Criteria window:

Select Module > General Ledger > G/L Sub-Allocation Maintenance from the main menu.
The Set General Ledger Sub-Allocation Search Criteria window is displayed.
Tip: You can also access General Ledger functions by clicking .
Type in the information you know about the general ledger sub-allocation.

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.

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