All Views

The following views are available from the Financial Center sidebar. Views are listed in the sidebar menu in the order specified in your User Options. More...

Account Current	View and manage previously created Account Current Statements. More...
Banks	See at-a-glance bank information such as open check to review, checks to print, and receipts to deposit. More...
Budgets	See, view, edit, and create budgets. More...
Commission Payable	View previously created statements including division, statement date, and status. You can also create a new statement from this view. More...
Company Direct Bill Deposits	See the balances for direct bill deposits you are holding. More...
Direct Bill	View and manage Direct Bill Statements. More...
Journal Entries	View and managing accounting journal entries. You can create new journal entries or year end adjusting entries from this view. More...
Recurring Journal Entries	View and manage recurring journal entry templates that have been set up. More...
Vendor Invoices	View and manage previously entered Vendor Invoices. More...

Activities and Documents in Financial Center

You will be able to enter Activities related to the Financial Center and store financial documents securely.

Activity	View or add activity items in the Financial Center. Activities are permanent entries documenting actions taken in the Financial Center.
Documents	View or manage Doc360 documents associated with the Financial Center.

Note: To enable these options, click on the Financial Centers- User Options and add Activity and Documents as a ‘Selected View’.

Financial Center – Activity View

Financial Center – Documents View