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.

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‘ i.e. Company, Sole trader, Partnership or LLP or by ‘Status’ i.e. 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, please note that the filters selected in the drop-down boxes will still be applied.

Sorting

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