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| Account List | DocumentationTable of Contents |
The account list displays a complete list of the chart of accounts. New accounts may created and existing accounts may be viewed and edited.
Use the filtering section to determine exactly what accounts you wish to view and how you wish to sort them on the list.
The number assigned to the account.
The name of the account.
The name of the account type that the account is linked to.
The current balance of the account.
NOTE: For each workstation you can change the default columns that are displayed on the list. Click on "File" at the top of the list screen. From the drop down menu select "Configure...". Use the list configuration screen to configure the columns to view on your list.
- Select the "New" icon to create a new
account.
- Select the "Edit" icon to edit an existing
high-lighted account.
- Select the "Delete" icon to delete an existing
high-lighted account.
- Select the "Print" icon to print the
contents of the account list to a printer.
- Select the "Export" icon to export the
contents of the time clock list to a CSV or Excel file.
- Select the "Refresh" icon to refresh and
re-display the contents of the account list.
- Select the "Close" icon to close the
account list.
You can choose to update or refresh the data in the list automatically, as it is changed, or alternatively, you can choose to have the data refresh only when you click on the "Refresh" button. If speed is not an issue, you will probably choose to always auto refresh. Toggle on to auto refresh. Toggle off to refresh only on command.