Account History
Before you begin
To view an Account's history:
Procedure
-
Locate and click
at the bottom-right of the screen to open the Practice Explorer. -
Select Banking from the Margin Menu.
- Select the account whose history you want to examine, and then click Open You are presented with a new window, displaying the account's details.
-
Select Acct History from the Margin Menu as shown in the image below. The Account History is displayed.
- (Optional) You can filter the list of payment types via the View drop-down list.
-
Select the payment you want to view and click
The details of the payment are displayed.
The example above displays the details of a bank deposit. The details and features of this window may differ depending on the type of payment you are viewing. -
Click
in the Deposit Slip window to return to the account history.