You can access different areas of Access Financials from the Nominal Accounts screen. Accessing other areas is dependent on your security profile permissions, so you might not be able to access all areas.
To open the action panel from the Nominal Accounts screen:
Click Financials then click Accounts.
Note: All nominal accounts are displayed for you. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox in front of the record you wish to work with.
Note: The Action Panel automatically opens from the right-hand side of the screen.
The following tabs can be found on the action panel depending on your permissions:
Tabs | Description |
Action |
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Notes |
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Tasks |
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