miViewpoint- Watch List

Watch List

The Watch List allows you to monitor the balances and activity of accounts you determine are a priority.  The following lists the capabilities of the Watch List.

Period End Date  

You can change the period end date to any date in the past or future by clicking on the Period End Date drop-down field.  The columns in the Watch List will update automatically when the date is changed.  The Watch List will always default to the current month unless a different month is selected from the Period End Date drop-down. 

 

Adding an Account to Watch List

Navigate to General Ledger | Account Lookup. Search for an account you would like to add and click ‘ADD’ under the Watch List column.

If an account if on your Watch List it will only have the Remove option under Watch List column. To remove an account from your Watch List, click Remove.

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