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PS Cashbook

Filtering transactions in the cashbook listing

Summary

How do I filter the cashbook transaction listing? For example, I only want to see transactions in a given date range.

Detailed Description

Hint: ensure that you are are in the right accounting year ( via the File/Accounting Year menu option).

 

Step 1

Click on the Cashbook button on the toolbar.

 

Step 2

Ensure that you have the corrrect bank selected. Select <All Banks> if you are not sure which bank contains the transactions of interest.

 

Step 3

Click on the Filter button.

 

Step 4

Select the date, amount, reference, etc. by which you would like to search.

 

Step 5

Click on the OK button

 

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