• Registered: 02/17/2013
  • Posts: 4

Topic: missing accounts in drop down menu

Hello

I am just setting up a new company in FA. Have used the same GL (with some additions) as previous company but in Journal Entry not all the GL accounts show up. When I search in GL accounts they are there. The most important one not showing up in the JE drop down is 1060 Chequing Acct.

I have no idea why it isn't showing up there. It appears everywhere else.

Help!

Chris

  • joe
  • Administrator
  • Offline
  • Registered: 03/15/2007
  • Posts: 5,107

Re: missing accounts in drop down menu

Bank accounts are not shown in Journal Entry. Use the bank deposit or bank payments.

Joe

  • Registered: 02/17/2013
  • Posts: 4

Re: missing accounts in drop down menu

Hi Joe. That is odd, as they show in the journal entry for the other company I have open.

  • joe
  • Administrator
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  • Registered: 03/15/2007
  • Posts: 5,107

Re: missing accounts in drop down menu

If you want to use bank accounts also in Journal Entry, you must set the Users Access Role for :

Banking & GL Transactions, Journal Entries to Bank Related Accounts.

This must be set specific for all companies.

/Joe

  • Registered: 02/17/2013
  • Posts: 4

Re: missing accounts in drop down menu

Thanks Joe! That did it! I knew it was just something I was missing.

Chris