Viewing transactions

All of the transactions for all of the accounting entities in your finance enterprise group are available in a single list. You can locate the transactions by filtering on multiple fields or by entering search criteria in the Search dialog. You can print the results of your search, export the search results to CSV, or create a report with your search criteria.

  1. Select My Reports > Transactions > Finance Transactions.
  2. To filter transactions, click the search toolbar icon, select values in the fields you want to filter by, and press the Enter key.
    For example, select an accounting entity and account to view:
    • All of the transactions that are entered for the accounting entity and account
    • The current balance of the account
  3. To search for transactions based on selected criteria, click the Search tab, select the criteria, and click Search.
  4. To export the filtered or unfiltered list to a CSV file, select Options > Export To CSV.
  5. To generate a PDF file of the filtered or unfiltered list, select Options > Print To PDF.
  6. To personalize the list, select Options > Personalize. You can change the order of fields, remove fields, or add fields from the database. For example, you can add the Posting Date field to the list.