You can use the Browse & View Accounts page to generate a list of accounts.
Applies to: Accountants, Accounting Assistants
This article explains how you can use the Browse & View Accounts page to look at a list of accounts. You can look at the account number, name, description, type, and balance. Additionally, you can filter by account name and type. You can also choose to generate a CSV file with a general ledger dump of accounts, which allows you to select a division, a From date, and a To date for the CSV file generation.
You can use this page to answer the following questions:
- How can I look at a list of accounts for my agency?
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