Speeding up account entry with Account Alias
As organizations grow up, the chart of accounts tends to grow larger and more complex as well. Companies want to segment their business by departments, locations, or divisions; all of this means that more and more accounts get added to the chart and, as the chart of accounts grows, it gets more difficult to select the right account. Dynamics GP provides the Account Alias feature as a way to quickly select the right account. Account aliases provide a way to create shortcuts to specific accounts, which can dramatically speed up the process of selecting the correct account. We'll look at how that works in this recipe.
Getting ready
Setting up account aliases requires a user with access to the Account Maintenance window.
To get to this window perform the following steps:
- Select Financial from the Navigation pane on the left. Click Accounts on the Financial area page under Cards. This will open the Account Maintenance window.
- Click the lookup button...
