The Accounts View displays a table that contains information on all the user's accounts.
To access the Accounts View, click the corresponding button in the upper navigation row of the application. When selected, it will be highlighted.
A row will appear in the table for each account the user has. Each row will contain the following information:
- Account Number
- Account Name
- Net Liq
- Cash Balance
You can click on the header for any column to sort the table by that column.
If you have an Order Ticket open in the ticket window, and the ticket has not been set yet, then you can click on any row in the Accounts Table and the Account in the ticket window will update with the account you clicked on.