Filter Transactions

Filter transactions on either the open or posted tab to find payments to specific vendors, particular transaction types, and more.

You must have accounting administrator or the appropriate accounting specialist permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Transactions > General Ledger.
    1. For open transactions, click filter icon in the Open tab.
    2. For posted transactions, click filter icon in the Posted tab.
  2. Enter the information that you want to filter, and click Filter.
  3. To erase all fields and start over, click Reset Filter.

    Under the Transaction Type column, click the type you want to filter by, like Check or Deposit. This quick shortcut will display only transactions of that type.