--- title: GENERAL LEDGER - Accounts List Functionality description: GL Accounts List functionality overview --- [Skip to content](https://cs.geminilogic.com/en/manual/general-ledger-accounts-list-functionality#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. 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[Spire User Manual - General Ledger](https://cs.geminilogic.com/en/manual/spire-user-manual-general-ledger?hsLang=en) # GENERAL LEDGER - Accounts List Functionality ## GL Accounts List functionality overview ### ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-29-2022-11-58-16-96-PM.png?width=50&height=56&name=image-png-Aug-29-2022-11-58-16-96-PM.png)  - view Account Details as well as current month activity (![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-51-42-38-AM.png)**Debit / ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-51-44-32-AM.png)** **Credit**) and current **Debit Balance** / **Credit Balance** (as of the logon date) - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-51-57-01-AM.png) Refresh** to load any General Ledger Accounts that may have been created since the last refresh and that may not be displaying on this list - **General Ledger Accounts List Functionality** ![GLAccountsFilterAssLia](https://cs.geminilogic.com/hs-fs/hubfs/GLAccountsFilterAssLia.png?width=652&height=335&name=GLAccountsFilterAssLia.png)  - - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-52-07-32-AM.png) Filters** - create a filter for this list - click on ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-52-13-44-AM.png)**Filters** - choose **Any** or **All** selector - select from the list of fields to set the criteria - select from the operators ie: ‘is one of’, ‘is not one of’, ‘does not contain’, etc - this operator list changes based on the field selected in the previous step - enter or select the criteria information - if desired click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-52-39-48-AM.png) to add a line of criteria - to remove the line, click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-52-49-42-AM.png) - select ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-53-03-09-AM.png) **Filters ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-53-10-83-AM.png)** for save options                         ![FiltersMenu](https://cs.geminilogic.com/hs-fs/hubfs/FiltersMenu.png?width=150&height=144&name=FiltersMenu.png)  - - - - **Save as default** - this filter will be active whenever viewing GL Accounts - **Remove default** to remove the previously set default Filter - **Save filter** if you are making changes to a previously saved Filter - **Save filter as…** will allow you to name the Filter with the following settings: - give this filter a name                                      ![GLAccountsFilterName](https://cs.geminilogic.com/hs-fs/hubfs/GLAccountsFilterName.png?width=211&height=161&name=GLAccountsFilterName.png) - - - - - select ![RadialButtonBlue](https://cs.geminilogic.com/hs-fs/hubfs/RadialButtonBlue.png?width=16&height=16&name=RadialButtonBlue.png) **User** if this filter will be used by you only - select ![RadialButtonBlue](https://cs.geminilogic.com/hs-fs/hubfs/RadialButtonBlue.png?width=16&height=16&name=RadialButtonBlue.png) **Company** to save for all users - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Show in module list** to display beneath the module name![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-54-38-23-AM.png) - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Save column state** if you have removed or added columns and to save your column sort - click **OK** - the new Filter is also accessible in the Filter menu:                                            ![GLAccountsFilterMenu](https://cs.geminilogic.com/hs-fs/hubfs/GLAccountsFilterMenu.png?width=198&height=160&name=GLAccountsFilterMenu.png) - - - click on the ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-54-55-69-AM.png) Filters button to release the current filter to see entire list or start a new filter - - **Icon Menu Customization** - hover over the Icon Group handle ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-12-57-09-64-AM.png?width=6&height=35&name=image-png-Aug-30-2022-12-57-09-64-AM.png) until you see ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-57-58-03-AM.png) - drag the Icon Group to where you want it - - **Column Customization** - drag and drop columns for preferred positioning - right-click on any column heading to list to identify which columns you wish to see in the grid                           ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-12-56-30-03-AM.png?width=203&height=275&name=image-png-Aug-30-2022-12-56-30-03-AM.png) - - ** ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-56-42-21-AM.png) Column Sort** - click on any column heading to sort the list by that column **         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-12-57-34-80-AM.png?width=458&height=218&name=image-png-Aug-30-2022-12-57-34-80-AM.png)**  - - - further narrow your search by just typing (you will see the typed letters turn green) and the list will highlight the closest match, in currently sorted column  - - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-12-55-12-67-AM.png?width=75&name=image-png-Aug-30-2022-12-55-12-67-AM.png) - type any character(s) into this field and the list will narrow to only records containing the character(s) typed, somewhere in the details![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-56-17-22-AM.png) - Open a GL Account record and use the **Navigate** buttons ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-12-55-37-34-AM.png?width=94&name=image-png-Aug-30-2022-12-55-37-34-AM.png) to page through GL Accounts in the list, filtered or not filtered in order of the current column sort (see next section)![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-30-2022-12-57-39-58-AM.png?width=159&height=203&name=image-png-Aug-30-2022-12-57-39-58-AM.png) - - right-click on any line(s) in the list to display the **Context Menu** - ** ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-58-20-86-AM.png) Export** General Ledger Accounts in your filtered or un-filtered list in Excel (.xlsx only) or CSV type - will export all GL Accounts visible, with the current column layout and sort order - click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-58-24-91-AM.png)  **Export![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-58-46-21-AM.png)** - choose the location **File Name** then **Save as type** (.xlsx only)![](https://cs.geminilogic.com/hubfs/image-png-Aug-30-2022-12-58-54-29-AM.png) - 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