Look Up or Search for Account Codes by Name (Short Title)
It would be nice to be able to search General Ledger codes by Title (a word search) while entering invoices. As it is, you have to enter a number, then scroll through to find the title.
Comments: 6
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09 Jul, '24
Sharine B MergedOne cannot type the fund name or description to get the fund code. If you don't know the number, you cannot search by the name. Please allow for this; I can't imagine why it wouldn't already be enabled.
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18 Jul, '24
John Michael Admin MergedHi Sharine,
Could you provide a little more context for this suggestion? Which form/page are you using when searching? -
19 Jul, '24
Sharine B MergedHi, John Michael. Thank you for asking! I'm referring to keying invoices, journal entries, cash receipts--anything that requires a fund code. If I don't know the fund code *number*, I have to go elsewhere to look it up, even though the Cloud doesn't allow you to leave the window to open another. It would be optimal for us to be able to begin typing the fund code *description* and have the list filter through so we can select the proper account. We have so many funds and GL codes to deal with in fund accounting; every extra step decreases productivity. I hope this clears it up!
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23 Aug, '24
Toni NiemannI agree. It would be nice to start typing the name of the gl instead of having to search to find the number. To be able to type in name and/or number would be preferable. Also, typing in name, it would search/find letters even in the middle of the name instead of just the beginning of the name.
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03 Oct, '24
Shawn Kanning MergedI think all fields should have the ability to search by name as well as the number code. It's incredibly time consuming searching for a GL account when you don't know the number code.
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28 Mar
Janine Allen, Sr. Product Manager, MIP Admin"Look Up or Search for Account Codes by Name" (suggested by <Hidden> on 2024-07-09), including upvotes (2) and comments (3), was merged into this suggestion.