Account Structure

The Account Structure page is, by default, the first page users see when logging into SOFiE.

On the Account Structure page, users will find the YTD total amounts associated with each of the accounts in the currently selected view. This screen also functions as a home base users can return to at any time when manipulating the SOFiE system.

The Account Structure screen can be manipulated using the Content Management Toolbar and the Data Filtering Toolbar.

The Account Structure screen is easily accessible. Either click on the Account Structure link from the Global Application links, or on the SOFie logo from the green header bar in the upper left hand corner of the screen.

The following instructions contains a brief summary of the contents and anatomy of the screen and other pages associated with the Account Structure screen and instructions on how to use the information that the screens provide.