How do I add/remove fields? (Account Inquiry)
Customize the fields that display on the Detail tab (Requisition Inquiry). The default view includes the date, journal, references, description, debit amount, credit amount, and balance. You can also add the amount, amount type, and comment fields or remove fields from the Detail tab.
Updates
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2024.02, Added new columns to the Column Chooser: GL Activity Number and GL Activity Title.
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2018.11, Added drill-down capability to the Detail grid.
Adding fields to the Detail tab
1. Open Connect General Ledger > Account Inquiry.
2. Click the Detail tab.
3. Right-click the header row.
4. Select Column Chooser.
5. Click and drag a field to the header row.
The field displays in the position where it was dropped. You can click and drag it to a different location in the header row and you can adjust the column width to fit the columns in the viewable area.
Removing fields from the Detail tab
1. Open Connect General Ledger > Account Inquiry.
2. Click the Detail tab.
3. Click and drag a column header away from the header row.
4. When an X appears over the column header, release the mouse click.
The column header is deleted from the header row.
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