Quickly and efficiently narrow your search to a specific account by creating filters which can be saved or customise columns to show just the information that you want to see.

Simply Right-click on the column header, where you’d like a particular column to appear and hover over ‘Add Column to the right’ and select the column header with the information you’d like to see. You can remove superfluous existing columns by right-clicking on them and selecting ‘Hide this Column’.

Don’t forget you can also select what appears in the child panel below the main panel, this is very useful for efficiently checking several accounts for the same information E.G. any memos that an account may have attached. Simply select ‘Memos’ in the child panel, and then scroll through the accounts in the main panel and any and all memos attached will appear immediately below.

For more information contact your BP or visit our website.