Look Up Fund Code by Name

2 votes

One 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.

Reviewed: Need Further Info Suggested by: Sharine B (09 Jul) • Upvoted: 03 Oct • Comments: 2

Comments: 2

18 Jul
John Michael Admin
Hi Sharine,
Could you provide a little more context for this suggestion? Which form/page are you using when searching?
19 Jul
Sharine B
Hi, 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!