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While bank account transactions are viewable in their own separate ledger, other general accounts display their transactions in the account transaction viewer, which opens when you double-click an account in the chart of accounts, trial balance, balance sheet or profit and loss views on the General tab of The Practice.
 
Different views of the account are arranged across the top of the screen in tabbed form:
  • Transactions
    Displays all transactions occuring within a specified period, with the ability to filter by the type of transaction. If unfiltered and sorted chronologically, a running balance is also displayed.

  • Aged debtors/creditors
    For the debtors and creditors controlled accounts. Displays a summary of all monies expected/owed per-contact, divided into Current, 30-60, 60-90 and 90+ days.

  • Budget
    Displays the budget for the account and allows budget figures to be entered/edited.

  • Reconciliations
    For reconcilable accounts, displays a history of reconciliations and reconciled balances for the account.

  • BAS
    For the GST liability/provision controlled accounts. Displays a history of the business activity statements.
The current balance and forecasted balance are displayed at the top of the screen. Shortcuts to common transaction types are provided to facilitate data entry.