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How do I view a group account balance?


To view a group account balance:

  1. In the 'Account information' section, select 'View Group Accounts'.
  2. Select the relevant Group Account by clicking the 'Group Account ID'.

If you need to view the balance in a different currency, choose a currency from the 'Change Currency' dropdown box and click 'Go'.

To view a historic balance, either enter a date in the 'View historic balances' box or select a date from the calendar and click 'Go'.

You can also print a PDF of the Account set balance by clicking 'Print/Save as'.

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