- Open the accounting module.
- Choose the search transactions option from the menu tree on the left side of the screen. This will update the right side of the page, displaying dropdown selection boxes and fields where you will enter search criteria.
You can use one or more than one option to search for matching transactions.
The CO dropdown allows you to choose the company number to search within.
If you are looking for transactions for a specific GL account, you can choose the applicable account.
To only view transactions for a specific profit center, choose the applicable option in the PC dropdown.
Choose a Department to view transaction for just that department.
If you want to view a single journal's transactions, choose it in the JRN dropdown.
To narrow results by the Reference information, you can enter into the field.
View transactions for a specific unit by entering the stock number into the Stock field.
Enter an Entity number to only view transactions for that entity. Search for an entity by clicking the ellipsis button.
If you know the entity reference for the transactions you want to view, enter it into the Entity Reference field.
Use one of the default Date Range selections by choosing it from the drop down, or enter a custom Beginning Date and End Date to view transactions within the selected dates.
If you know the transaction Amount, you may enter it to view only transactions that match the total.
If your business enters Job or Sub numbers for invoices, you can enter them here to search for those specific transactions.
- Once you have chosen your search criteria, choose the Refresh button. This will display a list of the matching transactions in a table below the search section.
|NOTE: If you search and click refresh to view results, then make changes to the search criteria, you will need to click the refresh button again to update the view of transactions below.|