Running an Account Master Listing
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From any IntelliDealer screen, click on the Configuration tab.
The Configuration Quick Links screen will appear.
Configuration Quick Links screen
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From the General Ledger list, click the G/L Accounts link and select Account Profile from the drop down list.
Configuration Quick Links screen
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The Account Master Search screen will appear.
Updated Account Master Search screen
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On the Account Master Search screen, click on the Run Account Master Listing link.
The Selection Criteria - Account Master Listing tab will appear.
Selection Criteria - Account Master Listing tab
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On the Selection Criteria - Account Master Listing tab, select the Click here to add selection criteria link.
The Selection Criteria screen will appear.
Selection Criteria screen
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On the Selection Criteria screen, select a Group from the drop down list.
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Enter a Field value.
- or -
Click on the Search
icon.
The Select Field screen will appear.
Select Field screen
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On the Select Field screen, click on a Description of the field you would like to select.
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The Section Criteria screen will appear with the selected field in the Field field.
Selection Criteria screen
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On the Selection Criteria screen, select an Operator from the drop down list.
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Enter a Value.
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Select the Spaces checkbox. -
Click the Save/Exit button.
The Selection Criteria - Account Master Listing tab will appear with the new criteria listed.
Selection Criteria - Account Master Search tab
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On the Selection Criteria - Account Master Listing tab, click the Run Report button.
The Select Printer screen will appear.
Select Printer screen
- On the Select Printer screen, select the type of account(s) you wish to include in the account master listing:
Active: Currently active accounts
Deactivated: Currently deactivated accounts
All: Both Active and Deactivated accounts
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Enter a Printer name.
- or -
Click on the Search icon.
The Printers screen will appear.
Printers screen
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On the Printers screen, select a Printer from the list.
The Select Printer screen will appear with the selected printer in the Printer field.
Select Printer screen
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On the Select Printer screen, (OPTIONAL) select the or PDF checkbox to create a PDF of the accounts master listing.
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Click the Run Report button to create the account master listing report.