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Trial Balance screen

View transactions for a GL account

You can view a list of all transactions related to a specific general ledger account within a specific date range for any client.
  1. Select
    Actions
    , then
    View Account Activity
    .
  2. The name of the selected client is displayed at the top of the
    View Account Activity
     window. To select a different client, close this window and select the desired client from any of the data-entry windows in which you can select a client.
  3. Select the GL account you want to view all transactions for.
  4. In the Account Activity section, select the date, basis, and journal to filter to the number of items displayed in the activity grid.
  5. When you've finished viewing the desired account activity, select
    Done
    .

This article applies to:

  • Product: Accounting CS,Workpapers CS
  • Subject: Chart of Accounts,Journal entries,Posting periods,Trial balance