Objective: Create a PDF list of your active Chart of Accounts to review your setup.
1. Navigate: Go to Reports > Lists-Accounts > Chart of Accounts.
2. Select Segments:
◦ In the Funds, Cost Centers, and Object Codes dropdowns, click Select All.
3. Options:
◦ Leave “Include All Inactive Accounts” unchecked (so you only see active ones).
◦ Sort By: Number.
4. Generate: Click the Generate Report button.
5. View:
◦ Click the HTML icon first. Scroll through the list. Notice that you cannot click on the account numbers to drill down (as they are static lists, not transactions).
◦ Close the HTML tab.
◦ Click the PDF icon.
◦ Review: This provides a clean, printable list of every valid account string in your system. Save this PDF to your computer.