- Personalize the Chart of Accounts list by adding the Balance At Date column, which provides the balance based on the last date in the Date Filter.
- Utilize the Net Change column in conjunction with the Balance At Date column to view Balance Sheet and Income Statement values with the date filter applied.
- Incorporate on-screen trial balances for accounts that show as 'bold' for easy visibility, although transactions cannot be posted to these accounts.
- Use the Indent Chart of Accounts function to ensure beginning totals match ending totals and automatically indent account names.
- Correct discrepancies in the Total Assets, Total Liabilities, and Equity balances by setting up the Current Year Earnings, Total Equity, and Total Liabilities and Equity accounts correctly.
- Utilize Account Categories and Subcategories for easier selection in posting groups and financial reporting.
- Utilize Saved Views without the Filter Pane for more screen real estate and create custom views for enhanced usability.
- Control the use of dimensions at the chart of accounts level, especially when handling multiple dimension values for various accounts.
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