This page is accessed by clicking ‘ACCOUNTS’ on the menu. The page shows a list of accounts on file. Click on the Code or Name displayed in blue, to open the accounts.


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


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

The search is not case-sensitive, please note that the filters selected in the drop-down boxes will still be applied.


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