Sequences Tab

Use this tab to view existing general ledger account sequences, and define new ones.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Existing Sequences

These are the sequences that have already been defined for this company's general ledger. The levels are segments defined in your chart of accounts (COA). For example, if you have three segments in your COA, you have three levels. Ordering levels in different ways creates a sequence.

Sequence Name

Enter a name to recognise the general ledger sequence by.

Select Maintenance, Transactions, and/or Enquiry to indicate which forms the sequence applies to. For example, if Maintenance is selected, this sequence is the one presented when a general ledger account is selected or entered in all maintenance forms.

Sequence definition table

This table displays the details of the selected sequence. For each segment you can specify:

Persistent - This indicates whether to default segments when a user accesses general ledger forms.
For example, if you have an account structure: XX.YYY.ZZZ, and segments XX and YYY are persistent, when a form is cleared the account segment values for XX and YYY remains in the General Ledger account selection field. The cursor moves to the start of the last segment.
Visible - The segment is visible if you enter a general ledger account on any form. Enter a Default Value for the segment. When a transaction is saved, Greentree Desktop inserts the default value into the invisible segment.
Default Value - You must enter a default value if a segment is invisible. Greentree Desktop inserts the default value into the invisible segment when a transaction is saved.

Define New Sequence

Click this button to save the current sequence and set up a new sequence.