Difference between revisions of "Accounts/How to View Account Detail"

Latest revision as of 20:24, 7 June 2013

1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.

2. Click on any listed account name to see more detailed information about that account. The Account detail screen displays.

Account details are shown in the top view and related information is in the secondary or lower view.

Use the browse buttons to the right of the detail to quickly view groups of accounts (10 per page) without leaving the detail screen.

Return to Accounts

@@ Line 1: / Line 1: @@
+== Viewing a single Account ==
+. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''
-[[File:image004.gif]]On the accounts screen, click on the account listing which you wish to view.  The detail information dialog will appear.
+. Click on any listed account name to see more detailed information about that account. ''The Account detail screen displays.''
+Account details are shown in the top view and related information is in the secondary or lower view.
+[[File:ScreenHunter_12 Sep. 25 13.52.jpg]]
-::::::'''''Step-by-Step'''''
+== Viewing a group of Accounts ==
+Use the browse buttons to the right of the detail to quickly view groups of accounts (10 per page) without leaving the detail screen.
+* [[Accounts/HowtoViewaGroupofAccounts| How to View a Group of Accounts]]
-[[File:image016.jpg]]
+Return to [[Accounts]]
-::::::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab.
-::::::::2. When the Accounts module opens, all accounts will be listed on the screen.
-::::::::3. Click on any listed account name to see more de-tailed information about that account.
-::::::::4. A multi-view will present Account details in the top view and all related information in the secondary or lower view.  (see screen shot).
-[[File:image077.jpg]]