Generate Rows form

The Generate Rows can be opened by clicking the Generate Row button on the Row Designer form. This form will allow you to create rows for each account on your chart of accounts.

1. The Account Filter combo box field will allow you to choose how you would want to filter your accounts, is it by Account ID, Account Type, Account Group or by Segment.

Note that Segment name may vary depending on how you have setup your Account Structure. See also Generate Rows using Account Filter > Segment.

2. The Account combo box field is dependent on the Account Filter selected.

If Account ID is selected in the Account Filter field, then clicking the drop down arrow button in the Account field will show all Account IDs in your Chart of Accounts. Its Account Description will be shown as well.

If Account Type is selected, then clicking the drop down button will show all the Account Types.

If Account Group is selected, then it will show all the Account Groups added in the Account Groups form.

If one of the segments is selected, then it will show all the segment codes added in the Segment Accounts form, click on the said segment.

3. The Description field can be used to assign a custom description for the generated rows. Take note that once a description is entered here, that same description will be used as the row’s description. So if you would want to show the Account’s Description in the Row Designer form > Description field , it is recommended to leave the Description field as blank.

4. The Include Account ID option at the bottom left of the form when checked will show the Account ID in the Row Designer form > Description field

Buttons

Click the Generate button to start creating the rows on your row designer.

The Cancel button will close the form and will not generate any row on your row designer.

Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.

Generate Rows form

Buttons

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