You can now view the list of Sets of Accounts present for each client for an organization in the newly introduced Sets of Accounts Listing Report.

Steps

1. Log in to BrightAccountsProduction and click Reports on the left panel.
2. Click Sets of Accounts Listing Report under the heading Client Reports.
3. On the Sets Of Accounts Listing page, enter the required details in the Client From and Client To fields, to generate the report for specific clients. Else, click Run to view Sets of Accounts for all the clients.
   

   FIELD	STEP
   CLIENT FROM	Select the client name along with the client code from which the list of the Sets of Accounts should commence in the report.
   CLIENT TO	Select the client name along with the client code up to which you wish to view the list of the Sets of Accounts in the report.

4. Click Advanced Settings  to include or exclude required fields and to define the sorting for the report. By default, Code, Name, Account Description, Status and Year End columns should be included. The first sorting should have the options  Code, Name, Status and Year End with Name set as default. The second sorting should have the options None, Code, Name, Status and Year End with None set as default.
5. Click Run. The Sets Of Accounts Listing table will display the Sets of Accounts present for each client with all the related details.

To download the Sets of Accounts Listing Report as a PDF, click Save.
To download the Sets of Accounts Listing Report in CSV format, click Excel.
To print the the Sets of Accounts Listing Report, click Print.