List Accounts

Spreadsheet Server enables users to generate a list of existing accounts. Filtering is available to control which accounts are listed.

Note: This function is not applicable to Designer GL ledgers.

1. In Excel, right-click and select Spreadsheet Server > List Accounts. The List Accounts panel appears.
2. In the List Accounts panel, specify the desired criteria (fields vary based on selected ledger) and filter for which accounts to display, then click the List Accounts button. The appropriate accounts are displayed in the List Accounts panel. If the filter is left blank, the system will retrieve all account masters. If using a filter, a valid account string combination should be used. This filter can include masks, ranges, and/or segment lists.

See List Accounts for a GXL Formula, General Grid Features, and Copy or Export Records for more information.