Customize GL account sorting

You can customize how GL accounts appear on your financial statements, making them more useful for your specific needs.

By default, GL accounts appear in numerical order on financial statements. Follow these steps to change the sort order.

Open your report for editing:

Select File
, then Report Designer
.

Select the +
next to the document type folder.

Double-click the report to open it.

Save a backup (recommended):

important

This lets you keep the original version intact.

Select File
, then Save As
.

Give your report a new name.

Set up account sorting:

Select File
, then Page Setup
.

Go to the Report
tab.

Mark Chart of Accounts Core
in Filtering and Sorting Options.

Select File
, then Save As
to save your new sorting option.

To use your new sorting option when printing reports:

Select File
, then Print Reports
.

Find the Chart of Accounts Core
tab.

In the Primary sort
dropdown, you will now have GL Account Description
as an option.

note

You can always restore the original report by selecting File
, then Restore Default
.

This article applies to: