User Support Forum

Perhaps I am not looking at things right but when I try to locate an account for account activity report I get the list of all funds and their corresponding account numbers and descriptions. They are not broken down by fund any more. For instance, listing all of fund 01 before beginning the list of fund 02 accounts. It makes it difficult when all the account numbers are intermingled.

I'm assuming you're on version 9. You're right, the accounts are no longer listed in fund order, this is by design. But you are able to sort them by description and search by name. So if you know the name of the account you are looking for, click on the Description header to sort by name, then type the first few letters of the account name to locate it. Hope this helps.