Financials

View Account Information

View the information you have entered for an account. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Chart of Accounts” tab. In the “CHART OF ACCOUNTS” window that opens, locate the account name in the list. In the “Actions” column, open the three-dots … Read more

View Vendor Info

View the information you have entered for a vendor. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Vendors” tab. In the “VENDORS” window that opens, locate the vendor name in the list. In the “Actions” column, open the three-dots menu and choose “View … Read more