Filtering transactions in the cashbook listing
Filtering Transactions in the Cashbook Listing
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Hint: Before beginning ensure that you are are in the right accounting year via the File/Accounting Year menu option
Step 1: Cashbook
- Click on the Cashbook button on the toolbar
Step 2: Select Bank
- Ensure that the correct bank has been selected. Select <All Banks> if not sure which bank contains the transactions of interest
Step 3: Filter
- Click the Filter button
Step 4: Select Filtering Options
- Select the date, amount, reference, etc. to search by
- Click OK
Article ID 122