If you haven’t been following this blog I encourage you to read the previous blogs
Link to Blog Part 1
Link to Blog Part 2
At the end of the last blog I added an Advanced user tip to be able to setup sequence ranges to link all the accounts that could contain Carbon Tracking on the one report to see if anything was missed. One of my Power users reached out and suggested somehow flagging the chart of accounts that were Carbon accounts rather than using Sequence Ranges. After some back and forth we agreed on the Type field.
In the Chart of Accounts if you change the type to EC (or whatever you like) you can now enter that in the Ledger Report Screen. In the below Example I used our query control to quickly filter all our travel accounts. If you have lots to update use the Excel button to dump out the selected rows, update in Excel and Paste back in.
In the General Ledger Inquiry reports you can see below the Chart Type field. Simply add your carbon chart type eg EC in this field, save and run. This will then only include the accounts you want.
After dumping to Excel, you may find several entries which have been missed or need to be updated.
Thiscan be tedious to do one by one if there are lots.
Lets explore the Tedious method first!
Go into Ledger Inquiry or BWS Transactions tab and locate the entry. Sort on the Tran column and use the search field as shown below. Right click and choose Carbon.
The familiar Extended Free Fields window will appear where you can add or update the details.
And the less Tedious method…
Make your changes in Excel and copy\paste them back into Ledger Inquiry or BWS transactions Tab following the same technique used to update your chart of accounts. During the paste process, the system will validate the entries and reject any that are not valid. Eg for Utilities you can’t have unit of measure being miles etc.
