The Account Register is the overall account history by client and date range.
Log into the system as an Agency User, Owner, or Admin.
Click Account Register under the Accounting menu.
Enter in the parameters for your search. Choose a client and date range then click the Apply button. You can leave client at Check All and it will display a list of your clients with the option to export as an Excel spreadsheet.
Click the View Details button for the desired record.
Details for the individual Client will allow you to receive payments, apply deposits, make adjustments, view transaction details, and delete a record.