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Navigating the Journal Screen

Navigating the Journal Screen

Journals

Navigate to: Accounting > General Ledger >Journals

Action Ribbon

Use the Action Ribbon to Customize, Export, Print, or View Schedule right from the Journal screen.

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  • Customize: Filter your data to customize your search

  • Export: Export your Grid to an Excel file

  • Print: Print any period you choose

  • More: Allows you to print the CR/DR

  • View Schedule: View the Schedule right from the Journal Screen


Using the Search Filters
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  • Multiple columns can be used simultaneously to refine the search.

  • Multiple ranges can be used simultaneously to refine the search.

  • Select the [Apply Filters] button.

  • Click a search result line to highlight its details.

  • Select either a specific Journal number or All from the Journal Number dropdown.

  • Input a log string into either the Batch, Reference, Account, or Control field on the left side of the screen.

  • Click the caret, then select a specific search result line to highlight its details.