Blog Article

30 May

Account Lookup Filters

When creating a new account in GP there is a setting labeled “Include in Lookup”. The usefulness of this setting can sometimes be overlooked. The purpose of this is to limit where this account is available for lookup. This can help to reduce accounting errors or speed up entry of transactions. For example, if you are setting up an expense account then you would only select one or more lookup categories relating to where the new account would need to be found. Below is an example that shows how this can be done.

AccountLookup

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