Schedules: Using the Grid Search and Filters
Learn how to navigate the Schedule screen in VUE.
The Schedule feature in VUE is designed to be user-friendly and easy to navigate. The layout streamlines schedule management, enabling any Accounting employee to efficiently access, interpret, and update financial timelines.
Navigate to: Accounting > General Ledger > Schedules
Using the Grid Search:
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In the Schedule Number dropdown, select a specific schedule.
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On the left side of the screen, enter a log string into one of the following fields:
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Journal
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Reference
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Account
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Control
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Click the caret (▼) next to the field.
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Click on a specific result row to highlight and view its line details.
The system will only allow one type of Search Filter to be used at a time.
Inside the Primary Grid:
- Click the [Filter By Range] button.
- Enter a range in any or all of the available range fields.
- If a range does not apply, the [All] checkbox next to that set will be selected by default.
- Click the [Apply Filters] button.
- For more targeted results, refine your search using the Transaction, Post, and Employee fields located at the top of the grid
- Click on a specific row in the results to highlight it and view the details of that line.