Managing Your Accounts

All functions for managing your accounts can be found under the Account > Account Profile.

Viewing a Single Account

In the upper-left, you can search for an account.

One the left side of this screen are tabs that display different information.

General > Fiscal Year: This provides you with high level totals year to year.

General > Monthly Activity: This provides you with high- level totals on a monthly basis.

Accounts Payable > Invoices: This is where you can research checks that have been written from this account.

Accounts Payable > Credit Card Transactions: This is where you can research p-card transactions using this account.

Accounts Payable > Expense Reimbursements: This is where you can research employee reimbursements using this account.

Purchasing > Purchase Orders: Lists purchase orders for this account.

Viewing Multiple Accounts

You can view the same information for multiple accounts by going to the menu, Account > Account List.

Running Reports

All account owners and purchases have access to an activity report.

1. Click the green menu () button.
2. Click Account.
3. Click Transaction Activity report under the Reports heading.
4. Click Run Report.