How do I view an account and all of its related sub-accounts in the transaction Review?

Transaction Review provides a simple means of reviewing and checking the classification of transactions that have been entered into Cashbook.

If you are unsure of how to use Review, please click on the following link: Transaction Review.

To view an account and its related sub-accounts:

1. Select an account code that has sub-accounts. (i.e. a header account.)

2. Once the account code is selected, click on the S/A button.

•  Note: Date Range will automatically default to the current financial year.

3. This will bring up all related sub-account codes and their transactions for the selected Date Range.