Upon successful login, expand Accounting from the left navigation bar.
From the options revealed, click Accounting plan. Doing so takes you to the Accounting plan screen.
Here, the accounting plan is displayed segregated into groups. Clicking a group opens the sub-groups inside and the accounts combined into the selected group are displayed.
To view opening balance for an account, click the Opening Balance hyperlink.
Clicking the three-dot icon from a bank account row allows you to edit the account.
Clicking the filter icon from the top allows you to filter results on the basis of a specific keyword.
