Filtering Transactions in the Cashbook Listing

Filtering Transactions in the Cashbook Listing

Filtering the Cashbook transaction listing, for example, only seeing transactions in a given date range.


Hint: ensure that you are are in the right accounting year (via the File/Accounting Year menu option).
 

Step 1. Select the Cashbook button from toolbar

 

Step 2. Ensure the correct bank is selected

Select <All Banks> if you are not sure which bank contains the transactions of interest.
 

Step 3. Click on the Filter button

 

Step 4. Fill in Filter information

Select the date, amount, reference, etc. by which you would like to search.

 

Step 5. Click on the OK button


CSC Article ID 122