Filter Journals

You can filter journal entries on the entity name and columns, and you can combine multiple filters to refine the list of journals according to your needs. For example, you can filter journals by entity and journal type to see only those journals that match the filter criteria. Filtering helps auditors, accountants, and other stakeholders, quickly identify specific transactions and reduces the time spent on searching for information, especially when investigating entries.  

To filter journals by entity:

1. On the Journals list toolbar, click the Filter button at the top left corner.

   

2. In the filter dialog box, type all or part of the entity name in the entity field. This filter is a “Contains Text” filter, meaning it will match any entity name that contains the entered text.

3. Click Apply. The journal list displays only those journals that contain the specified filter string in their entity name.

To filter journals by column:

1. Click the Filter icon in the column header that you want to filter.

2. In the Filter dialog box, choose between the following two options:

   • In the upper part of the dialog box, select one or more items to filter by distinct values found in the respective column.

   • In the lower part of the dialog box, set your own filtering criteria.

3. Click the Filter icon to apply the filter.

To clear filters:

1. Click on the filter icon that you want to clear.

2. Click the Clear Filter button.