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UAFR - Using Favorites in Account Code Search

Using Favorites in Account Code Search

The Account Code Search tool allows you to save your most-used Account codes in the My Favorite Account Codes tab. There, they are easy to access whenever you log in.

Follow the steps below to select your favorites, access or remove your favorites, or export them to an Excel spreadsheet.

Selecting Favorites

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Step

Task

1.

Log in to Account Code Search at https://accountcodesearch.uillinois.edu/.

2.

Click the Code Search tab.

3.

Type a search word or phrase in the Search field.

4.

If needed, select a Type of Transaction.

NOTE: This is optional. The default selection is All Types.

5.

Click the Search button.

6.

In the Search Results area, click the appropriate Account code result.

NOTE: You may have to scroll down to see the Search Results area in your web browser.

7.

Click Add to My Favorite Account Codes in the Account code pop-up window.

NOTE: You may have to turn off pop-up blockers in your web browser to see the Account code details. Check with your system administrator if you need help turning off pop-up blockers.

8.

Click Close to close the Account code details.

9.

To add more favorites, repeat steps 3-8.

10.

Click the My Favorite Account Codes tab to review your favorites.

11.

Click Logout when you are done using Account Code Search.

Accessing Favorites

caption

Step

Task

1.

Log in to Account Code Search at https://accountcodesearch.uillinois.edu/.

2.

Click the My Favorite Account Codes tab.

3.

Scroll through the list or use your web browser’s Find option to look for a specific code.

4.

Click the code in the Account Code column if you want to review the Account code details.

5.

Click Logout when you are done using Account Code Search.

Removing Favorites

caption

Step

Task

1.

Log in to Account Code Search at https://accountcodesearch.uillinois.edu/.

2.

Click the My Favorite Account Codes tab.

3.

Scroll through the list or use your web browser’s Find option to look for a specific code.

4.

Click the trashcan icon in the Remove from My Favorites? column to remove an Account code.

5.

Click Logout when you are done using Account Code Search.

Exporting Favorites to Excel

caption

Step

Task

1.

Log in to Account Code Search at https://accountcodesearch.uillinois.edu/.

2.

Click the My Favorite Account Codes tab.

3.

Click Export My Favorite Account Codes to Excel.

4.

Depending on your web browser, you may have to click an OK button, click an Open button, or click the downloaded file to open the spreadsheet in Excel.

5.

Save the spreadsheet if needed.

6.

Click Logout when you are done using Account Code Search.




Keywords:Using Favorites in Account Code Search   Doc ID:119582
Owner:Erik O.Group:University of Illinois Training and Development Resources
Created:2022-07-12 13:50 CDTUpdated:2022-07-12 13:55 CDT
Sites:University of Illinois Training and Development Resources
CleanURL:https://answers.uillinois.edu/training/uafr-using-favorites-in-account-code-search
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