Accounts

This screen is accessed by selecting ACCOUNTS from the menu. The screen shows a list of accounts on file. Select the Code or Name displayed in blue, to open the accounts.

Filters

If you are licensed for multiple users and have configured the staff responsibilities for your clients then by default only the clients applicable to you will be displayed.

You can also use the drop-down selectors to view accounts by Type, that is, Company, Sole trader, Partnership or LLP or by Status, that is, Draft, Final or Approved.

Searching

You can search through the accounts list by entering text into the search accounts box.

The search is not case-sensitive; the filters selected in the drop-down boxes will still be applied.

Sorting

Select a column header to sort the list. Select again to reverse the direction of the sort.