The heart of the system is in reviewing and updating the data for an account. You navigate to an account by either.

• Using ‘Search’ to find an account,
• or, drilling down to an account via the ‘Dashboard’,
• or, drilling down to an account via the ‘Aged Trial Balance’
• or, drilling down to an account via the ‘To-do’ lists“,
• or, drilling down to an account via other reports