How do I view a client’s journal entries?

Open the Clients page. 

Click on the account of the client whose journal you wish to view.

In the details panel, click Manage. The left navigation panel will display the client’s name. The Journal page will display the client’s journal entries.

To view the details of a particular journal entry, click on the entry. The details panel will on the right and display the details of the selected journal entry.

To see the details of another journal entry, click on that entry.

To close the details panel, click Close in the upper left corner of the panel.

To return to the Clients page to see the list of your clients, either click Clients at the top of the page or click the left-facing arrow to the right of the client’s name at the top of the left navigation panel.