Select account codes

When you're manually entering or editing existing trial balance data, you may need to select an account code from the Select an account list. This is a list of all the codes in the chart of accounts used for this client's accounts.

  • Expand and collapse each level to see more, or select Collapse all or Expand all at the top of the list.

  • Selecting an account code grouping shows a Description. Selecting an individual account code shows the Description and the Expected posting.

    If you subscribe to IRIS Elements Accounts Production Professional, you can edit the account code Description by selecting the pencil icon and replacing the description with your own, then select Save.

  • Double-click an account code, or highlight a code, then select Select account.