| Question / Issue |
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| How can I view my Checking account balances and transactions for each bank account I have set up? |
| Answer / Solution |
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- Go to the Transactions section on the upper left side of the screen and select Check Register or from the Payments menu at the top left of the screen, select Check Register.
- To view each of your bank account balances and transactions, select the Bank Account from the dropdown list in the upper left corner of the screen.
- You can filter the display by several options:
- None - will show all transactions
- Agent - select an IP agent/user/CSR
- Ins. Co.- select a specific insurance company
- Account - select from the list of accounts you set up
- You can choose a specific client or list all clients at the top of the screen.
- You can view the entries from a certain date forward in the View Entries from entry field.
- Once you have made your selections, click on the Refresh button or Print.
- Click on the X in the upper right corner of the screen to exit.
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FAQ ID # 118
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