Journal Entry Filters

To access batch filters, select Filter from the action bar above the list. Filters help you locate batches easier and faster, and are useful in creating specific lists of batches. For example, create a list of batches based on batch type or status.

Available batch filters:

Batch

• Batch balance (Show all, Out of balance, In balance)

• Batch type (Regular, Recurring amount, Recurring percent)

• Batch status (Open, Pending approval, Approved, Posted, Deleted)

• Batch post date

• Date approved

• Approved by user

Attachments

• Show all

• Show only batches with attachments

• Exclude batches with attachments

History

• Date last changed

• Last changed by user

• Date created

• Created by user

Once you set your filters, select Apply filters. To clear your filters, select Clear all filters.