3. Chart of Accounts: You can search for specific accounts in your chart of accounts. You can also click on an account to view its register and filter the results by a date range. How is this done? Does not work currently. I have 'Use Account Numbers' checked

AI generated answer (using internal Slack threads):

To search for specific accounts in your chart of accounts, you can simply navigate to your chart of accounts and click on the account in question. This will pull up the register for that account. From there, you can filter the results by a specific date range. If you want to see all entries posted year-to-date to a single GL line, you can use a "Transaction" Search. In the criteria, select "Account" to pick the account, then use "Date before" to specify the date in question. For "Results", show "Account" (Grouped) and "Amount" (Sum). However, as your data grows, this type of search may run slowly since it has to bring in every transaction from the beginning of time. An alternative is to run the canned Trial Balance Report (Reports>Financial>Trial Balance). To run it by date instead of period, you'll have to change your Report by Period User Preference (Home>Set Preferences>Analytics tab) to Never. If you want to filter the balance sheet to see either only debits or only credits, you can use a saved search and filter by account number. This can be done with a transaction search. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******