Using the Browse & View Line Items Page

Last updated: July 5, 2025

You can use the Browse & View Line Items page to look at line items for your agency.

Applies to: Accountants, Accounting Assistants 


This article explains how you can browse and view line items  for your agency. The page includes fields for name, description, account, and account type. 

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

You can use this page to answer the following questions:

  • How can I look at line items for my agency? 

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