To view an Account's history:

Locate and click at the bottom-right of the screen to open the Practice Explorer.

Select Banking from the Margin Menu.

Select the account whose history you wish to examine, and then click Open  You are presented with a new window, displaying the account's details.

Select Acct History from the Margin Menu as shown in the image below. The Account History is displayed.

(Optional) You can filter the list of payment types via the View drop-down list.

Select the payment you wish to view and click  The details of the payment are displayed.


The example above displays the details of a bank deposit. The details and features of this window may differ depending on the type of payment you are viewing.

Click in the Deposit Slip window to return to the account history.