If you choose to view multiple accounts, you must select a filter set from the drop-down to display data. Filter sets contain a range of account numbers. If there are ranges of accounts you will want to view on a recurring basis such as income accounts or investment accounts, you can save your views.

Steps

To save settings:

1. Establish your account range and the columns you want to display. From the button bar, click Action and select Account Status. The Account Status screen appears. 
2. Select Multiple Accounts, then click Edit Filter Sets. The Filter Sets screen appears.
3. To save your settings for later recall, click New, type a name for the filter set in the box provided, and then click Select Accounts.
4. Select an account and click OK.
5. To delete an existing filter set, click the name of the set and click Delete Filter. The system prompts you to confirm the deletion.
6. Click Yes if you want to delete the filter set or No if you want to keep it.
7. To call up an existing filter set, double-click the name of the set and click OK.

Printing Account Status

After specifying an account or range of accounts, you can send the view to the printer by clicking Print. If there are no rows selected, you will be asked if you want to print all rows.

Steps

To print the status of an account:

1. From the Account Status screen, double-click the desired period. The Filter Set screen appears.
2. Select one or more accounts and click Print. The Reporting screen appears.
3. If you want a different header from the one displayed, enter it in the Header field.
4. In the Rows field, select Selected or All.
5. In the Orientation field, select Portrait or Landscape.
6. Click Print. 

Show Chart Button

You can view a comparison of the current year against the previous year in a graph format.

Steps

To display a graph comparing the current year and previous year:

1. Click Show Chart.
2. Once the graph is displayed on the screen, right-click to access all graphing options including output options.

Viewing Transaction Details

Use this procedure to view transaction details for a specific period.

Steps

To see the detail for a specific period:

1. On the Account Status screen, double-click the desired line. The following screen appears. 
2. To narrow down the detail that is displayed, click the down arrow on the Account, Date, or Source columns, then select the items to display from the list. All other columns can only determine the sort order. This entire section of the screen can be suppressed from view by clicking on the upper left arrow to the right of the Transaction Details title.
3. To change the items visible in the Transaction Detail portion of the screen, right-click in the area. Click Select Fields. 
4. Check items to view and uncheck items to hide, then close the screen.
5. Click Print.
6. On the Reporting screen, enter a header, indicate whether to print all or selected rows, and whether to print portrait or landscape.
7. Click Print to print the transaction details.