When editing a transaction, you can save a selected chart of accounts and its segment values as a favorite, thereby making it easier to assign the same accounting codes to transactions in the future. Accounting codes identify the type of product or service purchased.
When you save a favorite, its name is added to the Chart of Accounts list and can be selected when you edit a transaction, split a transaction, or perform a mass update on multiple transactions.
Note:If you select a favorite that includes a chart of accounts or a segment that has been removed completely, or removed from your scope of view, an error message displays to indicate which field is invalid.
There is no limit on the number of favorites you can create; saved favorites are available only to you, not to other users.
You can delete a favorite that you no longer need. Deleting a favorite removes its name from the Chart of Accounts list so that it can no longer be selected; however, your transactions will retain the chart of accounts and segment values that were associated with the favorite.
On the Transaction Detail - General Information screen, select a chart of accounts from the Chart of Accounts list.
Select or enter a value for each segment as necessary. Fields marked with an asterisk are required.
Click Add as Favorite.
Enter a name in the Favorite Name field and click Add Favorite.
On the Transaction Detail - General Information screen, select the favorite from the Chart of Accounts list.
Click Delete Favorite.
When prompted to confirm the deletion, click Delete Favorite.