Set the account report preferences to select the account level you wish to report on (Account, Sub account or Sub sub account).
You can also choose how you want to identify accounts; by Name or by Code.
- Tap Print on Envelopes on the Home screen.
- Tap Account.
- Tap the Menu icon.
- Tap Manage Accounts.
- Tap the Reports link in the Accounts section.
- Tap Preferences.
- Tap to select how you want to identify accounts: by Name or by Code.
- Select the account level you wish to report on: Account, Sub account or Sub sub account.
- Tap OK to return to the Reports screen.
If you need further assistance, please use the Contact Us options below.
UPDATED: 23 April 2021