close

PS Cashbook

Review Transactions For An Account

Summary

How can I see a list of transactions for a specific account?

Detailed Description

There are reports availabvle to do this as well, but the quickest method is to use the Review function.

Step 1

Click on the Review toolbar option.

Step 2

In the View Accounts tab, select the account you would like to review.

Step 3

The list can be filtered by Date, Supplier/Customer or Notes.

Step 4

You can filter the list further by clicking in the Advanced Selection Filter tab, and selecting Transaction Type, Banks, Reporting Groups, Account Type and Enterprise.

Was this helpful?

Not helpful ( ) Very helpful