Previewing accounts

1. Click Preview accounts on the Tasks bar.

   A message displays if you have unallocated accounts. Click Yes to continue.

2. A window displays showing a tree view of the accounts.

The preview accounts tree uses a standard windows folder structure. Each folder corresponds to an account group, and lists the account ranges or individual accounts that have been assigned to that group. Click  to expand and view the contents of a folder. Click  to collapse and hide the contents of a folder.

(Australia) If you have AE/AO Ledger, click on the account to view transactions for the account – see Viewing transactions.