Tuesday, November 13, 2018

List of Applied Journal Entries

To see the list of Applied Journal Entries, create a Transaction Saved Search.

Here are the steps:

1. Navigate to Lists > Search > Saved Searches > New
2. Select Transaction
3. Under the Criteria > Standard subtab, Add:
Type is Journal
Account Type is any of Accounts Receivable, Accounts Payable
Applied To Transaction Fields: Type is Any of Invoice, Bill
4. Under the Results > Columns subtab, Add:
Applied To Transaction
Applied To Transaction Fields: Amount 

5. Name the Search

6. Hit on Save & Run    


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