Searching Catergories

mrshanna

Hello, I just got an answer about how to search for account numbers now known as catergories.  However, in the old accountright you could go to list of accounts and there would be a total next to that account number, how do you see what the total of a catergory is now in bus lite?? TIA

Princess_R

Hi @mrshanna,

 

The main thing that's changed is that the account list is now called categories, but don't worry—they're still grouped just like they were in AccountRight. You can still create, edit, delete, and import them, assign them to transactions, and see them in reports. You can check out the totals or balances of a category simply by selecting each one, and you'll find the balance right next to it. For more info, just follow this link. Plus, you can also grab specific reports like the General Ledger and Categories List. 

 

Cheers,

Princess