The Account Register is the overall account history by client and date range.

  • Log into the system as an Agency User, Owner, or Admin.

  • Click Account Register under the Accounting menu.

  • Enter in the parameters for your search. Choose a client and date range then click the Apply button. You can leave client at Check All and it will display a list of your clients with the option to export as an Excel spreadsheet.

  • Click the View Details button for the desired record.

  • ┬áDetails for the individual Client will allow you to receive payments, apply deposits, make adjustments, view transaction details, and delete a record.

Receive Payment

Apply Deposit

Make Credit/Adjustment

View Transactional Details

Delete the Last Transaction

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