Overview

Find and review transactions in the Ledger Inquire screen using filters, views, and basic actions like opening details or printing.

Steps

  1. From the Main Menu, go to General > Ledger Inquire.
  2. Filter results on the Search tab. Set fields like Date Range, Category, Amount, or Transaction Type, then click Perform Search.
  3. Sort or refine results in List View. Click a column header to sort. Use search filters to narrow further.

Outcome

You can quickly locate and review ledger transactions and print if required.

Troubleshooting

  • No results - Expand the Date Range or clear filters on the Search tab and try again.

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