Table of Contents

Overview

How to easily review financial transactions in the business. 

 Note that the search results will be limited to the number you have set in your User Preferences

Also see

• Collecting Debt from Customers 
• Supplier Invoices and Payments 
• Financial Reports including Balance Sheet, Profit and Loss, Trial Balance, Aged Debt and Payable, Stock Valuation - where you can drill to journal details

GL Transactions tab

The GL Transactions tab provides the ability to search across all transactions for all time to find what you are interested in. 

Search Results

Search results shows the journal lines based on the search.  A journal (like an invoice) that has multiple lines will be listed multiple times - one line for each line of the journal that impacts the accounts you have searched across.  Double click to open the journal.

you can search in the results using the Grid search to narrow down further if required.

Lists of types of journals

Sometimes it is easier to browse a list of the journals for a particular date range - use the Find/Browse Journals Screen

Filter in the grid results and export to excel if required.