Technical Release Notes
Accounting Solutions (Citrix)
Canadian Payroll & Accounting Solutions
How to: Filter/Search the General Ledger
Step 1: On the left navigation in the Accounting section, click GENERAL LEDGER.
Use the tabs to see all transactions, unposted transactions, or voided transactions.
Type in the filter fields at the top of each column to search for a specific transaction(s).
Select a Type from the Type drop down menu to filter.
From the Actions drop down, select to Print a PDF of the transaction or view the Vendor Info.
From the Export drop down, select to Print to PDF or export to Excel.
Right click on an invoice, check, or trans # then click OPEN IN NEW TAB to view the transaction.