Set up a ledger account alias


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This procedure shows how to create an account alias that provides a shortcut for entering an account number. This procedure users demo data company USMF.

  1. Go to General ledger > Chart of accounts > Accounts > Ledger account alias.
  2. Click New.
  3. In the Ledger account alias field, type a value.
  4. In the Account structure field, select the structure the account and dimensions belong to.
  5. In the Company field, click the drop-down button to open the lookup.
  6. In the list, find and select the company that the alias applies to.
  7. In the list, click the link in the selected row.
  8. In the Ledger account alias definition field, specify the account and dimensions.
    • The account and dimensions will be populated when using the shortcut.
  9. In the Initial focus field, select the dimension that will have focus when the alias is used.
    • After you type the shortcut, and the account and dimensions are populated, the Initial focus field is where the cursor or focus will move to.