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Remove Parent-Child Account Hierarchy in the Account Name Field dropdown field

edited Jun 3, 2022 5:19PM in Accounting / ERP

Scenario:

User wants to remove the parent name of a child account when selecting it in the account dropdown field of a stand alone journal entry as this causes confusion.

Solution:

User may opt to use the Only Show Last Subaccount in the home preference. The parent account becomes indented vs the subaccount that contains the Parent Account (Parent account: Subaccount 1)

Here is an example of an account without checking the Only Show Last Subaccount for an Insurance Expense with child accounts of Liability, Worker's Compensation, Disability:



For the user to show the account name only, users need to:

1.) Home > Set Preferences

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