[Tracy Yaklyvich, MBA]

Does anyone know how to run a trial balance report with multiple, non-consecutive same GL segments?  For example, where segments 3 are either 100, 300 or 500?

Thanks, Tracy

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Tracy Yaklyvich, MBA
Assistant Controller
American Society of Health-System Pharmacists
Bethesda MD
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[Windi Epperson]

Yes!  This is one of my favorite features.

On the Navigation Pane, choose Financial, then click on Accounts – it may take a couple of minutes to build.  In the example below, I set filters where seg 1 = 100 or seg 1 = 300 or seg 1 = 500.  Then click the arrow beside the last filter to run the filter.  Once you have the accts that match what you wanted, click the checkboxes beside the applicable accts (or click the checkbox to the right of Account Number to select them all) and  click reports.  The drop down list will show Trial Balance and you’ll get a TB for the selected accts.

Thanks
Windi

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Windi Epperson
President/GP Senior Consultant
Advanced Integrators, Inc.
Norman OK
405-946-1774 Ext 102
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[Tracy Yaklyvich, MBA]

OH MY GOSH!  I never knew about this feature and it will be so extremely helpful.  Do you know if you can save the reports?  

Thank you so much Windi!

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Tracy Yaklyvich, MBA
Assistant Controller
American Society of Health-System Pharmacists
Bethesda MD
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[Windi Epperson]

Yes – again a cool feature!   When you get the filters set the way you want, click AccountsSave As and give it a name.  Then it will show as an option under Accounts on the Navigation Pane.  When you Save As, you can also define who will be able to see your saved favorite.

Enjoy!
Windi

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Windi Epperson
President/GP Senior Consultant
Advanced Integrators, Inc.
Norman OK
405-946-1774 Ext 102
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[Tracy Yaklyvich, MBA]

I owe you Windi!  Thank you so much.

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Tracy Yaklyvich, MBA
Assistant Controller
American Society of Health-System Pharmacists
Bethesda MD
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[Windi Epperson]

You’re the 2nd person who said that so I’ll be collecting cookies as payment at GPUG Summit 😛

Thanks
Windi

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Windi Epperson
President/GP Senior Consultant
Advanced Integrators, Inc.
Norman OK
405-946-1774 Ext 102
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