D.O.C. Report

Data Source: DOCACCT

To open the D.O.C. Report screen, click an Account Number or the Need to create a new G/L account? Click here to add link on the D.O.C. Report screen.

Note:  The following fields and buttons may change depending on if you click on an account number or if you are adding a missing G/L account to the list.

The D.O.C. Report screen allows for the maintenance of the G/L accounts used in these reports.

The following fields appear on the D.O.C Report screen:

Field Description
Account Number The G/L account number.
Description A brief description of the general ledger account.

The following buttons allow you to complete your work on theD.O.C Report screen:

Button Function
Save

Saves the selected general ledger account.

Note:  This button appears only by accessing the D.O.C. Report screen by clicking the Need to create a new G/L account? Click here to add link.
Save & New

Saves a newly added G/L account and refreshes the D.O.C Report screen, allowing you to add another G/L account without closing the screen.

Note:  This button appears only by accessing the D.O.C. Report screen by clicking the Need to create a new G/L account? Click here to add link.
Delete

Deletes the selected general ledger account. This option is only available when viewing an account from this screen.

Note:  This button appear only be accessing the D.O.C. Report screen by clicking on an Account Number.
Close Closes the D.O.C. Report screen and returns to the D.O.C Report screen.