How do I see descriptions of codes in enquiry screens?

Caroline Buckland Updated by Caroline Buckland

When navigating an enquiry screen, you'll notice a code switch button available on most modules. This handy feature allows you to toggle the display of code descriptions, making it easier to understand the codes listed on the screen.

For instance, on a General Ledger Enquiry screen, such as the Transactions by Account Code, you can use the code switch button to view the descriptions for each code. By default, all codes are displayed, but if you need to see the description for a specific code, you can use the code switch button to expand the list and view the details without having to open a separate session.

If the Code Switch button is used the descriptions are displayed. As show below.

This applies to all codes on the enquiry screen, so will display descriptions for Users, tax, batch types etc.

The Code Switch button can be used again to display the code and description, then used again to just show the code. Once a user leaves this screen the default setting will apply i.e. just show the codes.

To set descriptions as a default for a user, follow the steps below.

Menu access: Systems Admin>System Wide Controls>Users and Roles>Users

Locate the user and use the amend action.

The code switch button can be amended from the Security/BEM Format.

The following options are available.

  • Code - displays the code only
  • Description - displays the description only
  • Code and description - displays the code and description

Update, once complete. When the user next logs into the system the new setting will take effect.

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