Account code look up and query is available while inputting a new Expense/Mileage form.
This is available in both our Classic and Expense modes.
Depending on which mode you are using will depend on how you will access these account codes.
Mileage - Classic Mode
Tools > Mileage > click on the 'add new' button
In order to see the account code look up table you must select 'create requisition' and the account code boxes will appear.
Click on the binoculars to access the look up table and the query as shown below.
The account query look up table provides three ways to search account codes.
- Account Code - you do not need the full account code in order to search. Partial account codes is accepted.
- Description - you do not need the full description in order to search. Partial wording i.e. general will pull up all accounts with general in the description.
- Blank Search - not inputting an account code or description and just click 'find' will pull up the entire account code directory.
To query the account code simply hover over the account code dimensions in the grid.
Mileage - Expense Mode
The account look up table is the same in both versions; Classic and Expense. The only difference is in Expense mode the interface is a little difference as you do not need to check mark 'create requisitions'.
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