Find General Ledger Transactions
When filtering transactions in General Ledger Add/Edit Transactions, use Find Transactions to search for transactions by account code or text.
If you know the general ledger account code you posted a transaction to, but do not remember the month you posted it, you can search for the transaction using the account code.
You can enter the transaction explanation or comment as your search criteria to locate a specific transaction or group of transactions. The Explanation and Comment options allow you to define your search by case or as an exact match. Explanations are the notes on a transaction, and comments are the notes on a distribution within a transaction.
- 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, then click Find Transaction.
- Click on the Account Search tab.
- Under Account Filter, select an account type.
- Select an account from the accounts listed on the right. You can also enter an account code in the account field under Account Filter, or select an account in the Account Lookup window.
- Click Search to display a list of transactions.
- On the Search Results tab, select the transaction you want to display, then click Return Selection.