Using the Browse & View Offsets [Listing] page

You can use the Browse & View Offsets [Listing] page to view offsets for your agency.

Applies to: Accountants, Accounting Assistants 

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This article explains how you can view all the accounting Offsets for your agency. You can filter by division and customer. In this instance, a customer can be any of the following entities saved within BindHQ: Insureds, Retail Agencies, Marketing Companies, Tax Authority, Suppliers

 You can find this page by going to the “Accounting” tab in the side navbar, then going to “General”, and then selecting “Browse & View Offsets” from the Journals tab

You can use this page to answer the following questions:

• How can I view offsets for my agency? 

The On-Screen Offset [Listing] page displays the following columns:  reference, transaction date, customer, and memo. 

• The Reference column hyperlinks to the Offset Detail  page which provides detailed information
• The Customer column hyperlinks to the Customer page to which the Offset relates