- DATE:
- AUTHOR:
- The Brokerage Engine team
Chart of Accounts Page Search Feature
DATE:
AUTHOR:
The Brokerage Engine team
The Chart of Accounts page now includes three new search bars, allowing users to easily search for and navigate to accounts based on their number, name, or type. Clicking the Settings button in the upper-right corner of the page opens a new window that will display the search bars, where users can add one or more search criteria to narrow their results and find the appropriate account for viewing or editing.
Required Modules: Accounting
User Permission Levels: Accountant, Admin, System