Preferences – Chart of Accounts

By |2021-07-25T07:14:34-05:00March 23rd, 2018|Comments Off on Preferences – Chart of Accounts


The Chart of Accounts preference window is where to configure certain COA related functions.

Form Access

  • From the main menu, click Edit > Preferences, or

  • From the toolbar, click the Preferences button.

Field & Button Definitions

  • Smart Account Selection Filtering – When the checkbox is ticked, the function is enabled.  Smart Account Selection Filtering (SASF) helps users pick the correct type of account (income, expense, etc) during various setup activities.  It is strongly recommended that SASF be enabled at all times.  On occasion, however, certain setup activities may require that the function be disabled.  The Total Office Manager Administrator must be available to turn off SASF.  To disable the function, un-tick the Smart Account Selection Filtering checkbox, read the important pop-up message, and enter the administrator password.  Once again, it is strongly recommended to re-enable Smart Account Selection Filtering after completing the activity which required it’s inactivation.
  • Include Account Numbers with Account Names – When ticked, this feature causes account numbers to appear alongside account names in the Chart of Accounts.
  • Auto-Generate Chart of Account Numbers – When enabled, chart of account numbers are automatically proposed when creating new accounts.  Use the “Increment By” field to adjust the default span between the proposed account numbers.

Related Topics

Preferences – Overview

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.


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