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General Ledger Account Lookup

Updated over 2 months ago

Depending on how Coins ERP+ has been configured, when you use Lookup (Lookup Icon)

on an account field, the lookup can be by element or by full account code.

If the lookup is by element, you can use Lookup Arrow ()

to build up an account code from the individual elements. Each time you click Lookup Arrow (), the lookup shows the available codes for the next blank element. You can select one to use as your input to the field.

For example, if your account structure is Division.Department.Account:

  1. Click Lookup (Lookup Icon).

    Coins ERP+ displays a lookup of all the division codes.

  2. Click Lookup Arrow () next to the code you want to select.

    Coins ERP+ displays a lookup of all the department codes.

  3. Click Lookup Arrow () next to the code you want to select.

    Coins ERP+ displays a lookup of all the account codes.

  4. This is the last level in the account structure, so click Choose (Choose Icon) next to the code you want to select.

    Coins ERP+ inserts the completed account code into the field.

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