The Summary worksheet is where new accounts are created. It also lists a summary of the accounts with the account name set-up as a hyperlink to the individual account. There are standard sort and search functions and a built-in scheduling tool to keep track of when to renew a document, contract or schedule a service.
Finding an account could not be easier. There is a sort function of accounts by alphabetical order, and a separate search function that is not case-sensitive. When using the Virtual Office it quickly becomes apparent how easy it is to set-up an account and before you know it you will exceed a hundred accounts and appreciate the sort and search functions. The complimentary Instruction Manual, that may be ordered with the Virtual Office, explains the best sequence of setting-up the accounts so that creating a budget is much easier. Creating a budget having entered the accounts could not be easier.