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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:

  1. In the Schedule Number dropdown, select a specific schedule.

  2. On the left side of the screen, enter a log string into one of the following fields:Screenshot 2025-07-02 154913

    • Journal

    • Reference

    • Account

    • Control

  3. Click the caret (▼) next to the field.

  4. 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:

  1. Click the [Filter By Range] button.

    Screenshot 2025-07-02 155528
  2. Enter a range in any or all of the available range fields.

  3. If a range does not apply, the [All] checkbox next to that set will be selected by default.

    Screenshot 2025-07-02 155819

  4. Click the [Apply Filters] button.

    Screenshot 2025-07-02 161236

  5. For more targeted results, refine your search using the Transaction, Post, and Employee fields located at the top of the grid

    Screenshot 2025-07-02 153556-1

  6. Click on a specific row in the results to highlight it and view the details of that line.

Screenshot 2025-07-02 160456



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