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Show the account name during data entry

A lot of us know our account numbers by heart, but it would be great if the account name would pop up when we type it in to confirm we're posting to the right account

One would think this would have been an automatic thing when developing the program.

  • Monique Vanrooyen
  • Jul 18 2016
  • In Review
Company Pleasant Homes Ltd.
Job Title / Role Bookkeeper
I need it... Yesterday...Come on already
  • Attach files
  • Matt Kiefer commented
    July 19, 2016 17:38

    In the Distribution Tab: Click the button to the left of the + button.  This will allow you to select what you see when entering data.  You can also rearrange them into the order you want. 

    For example: mine shows  Cost Account, then Cost Account Name (which auto generates based on the input of Cost Account).  This is so I can verify that it is the correct account.

    I also do the same for Profit Center, then Project Name...

    Hope this helps.

  • Gayle Brinkley commented
    July 19, 2016 14:12

    I agree, you would assume something so simple would have been included.

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