Journal Entry Filters

To access batch filters, select Filters from the action bar above the list. These filters make locating batches easier and faster, and are also useful in creating specific lists of batches. For example, you can create a list of batches based on batch type, or status.

Available batch filters:

Batch

  • Batch balance (Show all, Out of balance, In balance)

  • Batch type (Regular, Recurring amount, Recurring percent)

  • Batch status (Open, Pending approval, Approved, Posted, Deleted)

  • Batch post date

History

  • Date last changed

  • Last changed by user

  • Date created

  • Created by user

Attachments

Once you set your filters, select Apply filters. To clear your filters, select Clear all filters.