Filter General Ledger Transactions
When searching for a particular transaction or group of transactions, you can use Filter By to narrow the search criteria.
In addition to filtering by transaction status, amount range, date range, transaction type, and bank information, you can also filter by text. Select Reference, Explanation, Batch, or Comment, then enter the text in the field.
- Under Manage Records, select the Transactions tab.
- In the drop-down list, select General Ledger Transactions and click Go
.
- Click Add/Edit Transactions.
- Click Filter By.
- To find transactions by text or account code, click Find Transaction.
- Select your filter options and click OK.