Tuesday, September 18, 2018

Create a Journal Entry saved search that shows debit and credit columns.

1.      Navigate to List > Search > Saved Searches > New

2.      Click Transaction

3.      Navigate to Criteria tab > Standard sub tab.

4.      Select Type > Select Journal > Click Set

5.      Navigate to Results tab > Columns subtab.

6.      Select  Amount (Debit) > Click Done

7.      Select Amount (Credit) > Click Done

8.    Select Account > Click Done

9.      Navigate to Available Filters tab > Select Date > Mark Show in Footer checkbox

10.      Click Preview

11.  Click Return to Criteria for any adjustments to the save search

12.  Enter Search Title

13.  Click Save

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