Searching for files

To search for a file already created, simply:

1. Access the My Files page from the top navigation bar;
   

2. Type in the name of the client in the search box;

3. Select a single or multiple search filters as appropriate, including whether the file has been archived (locked down), the file type and the specific financial year end;
   

4. Click on the search icon or hit the Enter key on your keyboard;
   

5. Select the appropriate client file from the search results, taking note of the financial year end of the search results displayed;
   
   

6. The details of the selected file will appear on the right hand side of the screen.
   
   
   
   

TIP: You do not need to type in the full name of the client, only an identifiable portion