Track your accounts

About this task

You can track your accounts by viewing a summary of your pending accounts containing the account number, name, status, and address and filtering on the records.

Procedure

  1. Select My Accounts from the Desktop tab.
  2. Refine the search by filtering.

    The default filters include:

    • All Pending
    • Created in Past 7 Days
    • All
  3. Select an account number’s link to navigate to the Account Summary screen.