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This screen provides a convenient list of the accounts set up for the business. The Accounts menu provides views of the chart of accounts filtered by account type groupings. See 'Chart of Accounts' process.
View Button
The
button will open
the transaction register for the account if the account is a balance account and allows for editing transactions.
Profit and loss accounts (Income, Other Income, Expenses and Other Expenses account types)will display a printable report of transactions.
The
button will open
the account details screen for editing.
The
button will make
the account summary details display automatically on the Business Home Page.
The
button will remove
the account summary details from the Business Home Page.
The
button will
appear for bank and credit card accounts only. Use it if you want to reconcile your
accounts to a statement.
Liberty accounts allows you to create heirarchies of accounts. When viewing your chart of accounts the heirarchy is displayed using "...." to indicate that an account has a prior parent account.
Inactive Accounts
Inactive accounts are still displayed in the chart of accounts but with no
button and
the account name will indicate that the account is inactive.