The Account Monitor form can be opened from Report menu > Report Builder. Once Financial Report Builder form is opened, click Accounts button at the top of the form. This form is used to check accounts not included in the selected report. This is helpful when there are new accounts added to an account group or account type and was not considered when the report was originally made. With this form, it makes the updating of your financial reports a lot more easier because the system will search those accounts for you.
The Details tab will display all available accounts, account groups and account types shown in the Chart of Accounts form.
1. You can click the + or - buttons to expand or collapse the selection. There is also an Expand All and Collapse All button under the grid area if you want to expand or collapse all the selection.
2. The checkbox at the left of the accounts, account groups and account types is used to mark your selection. You may also use the Check All and Uncheck All button to select or deselect accounts, account groups and account types.
3. The Report Name field is used to specify what report will the checking be made. Clicking the dropdown arrow button will show all reports added in the Financial Report Builder.
4. The Description field will show the description of the report selected in the Report Name field.
5. Click the Search button to start the checking or searching for accounts. As soon at the search is over, it will directly bring you to the Unused Accounts tab where accounts not yet included in the Report selected will be shown.
This will show accounts not yet included in the report based on the configuration made in the Details tab. The Account's information such as Account ID, Account Description, Account Type and Account Group will also be shown.
Click the Close button at the button of the form to close the form and bring you back to the Financial Report Builder.
Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.