When you lookup on the G/L accounts on a Sales or Purchase Line you see the entire Chart of Accounts. Generally only a few of these are actually needed in data entry.

As a minimum filter we should only see unblocked Direct Posting accounts. Ideally we should have a new field called "Show in Documents" and the option on these field could be "Sales & Purchase, Sales Only, Purchase Only, None".
Also have a hard coded (or have a G/L option to) filter on accounts that are unblocked, Direct Posting = yes & of type Posting

This will simplify usability entry and lead to fewer errors.
Needs Votes



And could we extend that to the General Journal line.There is no reason to be able to see accounts without direct postingWhen looking up accounts.

Category: Financial Management