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Account Group/Account Monitor Default Issues

Accepted answer
edited Feb 6, 2020 4:49PM in General Ledger & Intercompany 5 comments


Setting Account Group as Default Does not Show Automatically on Account Monitor


I am trying to set an account group as a default so it automatically populates when I open General Accounting Dashboard and I don't have to select it each time. I also have to select the current period each time and refresh, it is defaulting to the first open period of Oct-16 and not the current open period of Jan-20.


I go to View>Account Groups and click Edit for the Expense Account group I want defaulted. I check the default button and select Account period and prior period PTD. I then select save and close. When i click home and then go back into the General Accounting Dashboard there is no Account group populated I still have to select the Account group I want. Does anyone know how to get this to automatically populate with the defaulted Account Group?

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