Populating GL Accounts Transactions Faster by using the Account Alias

Over the course of my career as an accountant and ERP consultant, I’ve seen countless examples of end user struggle with data entry, particularly with distribution accounts in purchasing, sales or financial transactions. Here is a small tip that can make life a bit easier if the functionality has been setup correctly.  It’s called the Account Alias.  End users can create a cheat sheet for the accounts they use most so they don’t have to memorize or search for the accounts manually.  This tip will save you time and reduce data entry errors.  Here is how this functionality works:

Account Alias Configuration

1. Go to Financial Series Cards Account

2. Select any account

3. Type in Alias keyword in Alias field (2 to 3 digits preferred)

Using the Alias in Account Distributions

This applies to any distribution window in Microsoft Dynamics GP.  For example: GL Entry, Payables Transaction Entry, Receivables Transaction Entry etc…

1. Go to the distribution window of any module and when creating a transaction record;

2. Put your cursor on the entry line and click on the arrow beside Account

1. Type: csh and press the TAB key. It doesn’t matter if the “CapsLock” is enabled or not.

2. The account will populate automatically on the first line.