Define Account Structures - the Reorder Tab

Here you can define the order in which the accounts will be displayed in pop-ups and print-outs. You can either select a sort option or move the accounts manually in the list.

Before you begin

The sorting order on the Reorder tab, sets the sorting order on the Define tab.

Procedure

  1. On the Maintain menu, click Account Structure/Define. The Define Account Structure window opens.
  2. On the Reorder tab, select the relevant sort order option button. The selection affects the account sort order in list boxes and reports:
    • Alphanumeric
    • Summation Structure 1-3. This option sorts the accounts according to the summation references. If you sort by Summation 1, all accounts that do not contain a summation 1 reference will be listed first and then the accounts with summation 1 references will be sorted alphanumerically.
    • Customized (System Order). With this option, you define your own sort order by dragging and dropping the accounts in the list.
  3. If you selected a customized sort order, select one or several accounts and drag and drop them to their new position in the structure.
  4. Click Save.
  5. Click Close or open the Lock tab.