Transaction Inquiry Report

A transaction inquiry report is a filtered transactions report. For example, you can use this feature to quickly view all of the transactions posted to a specific general ledger account. You might want to do this when you are reviewing the management accounts and need to find out why a particular general ledger account is showing a high level of expenditure.

You can filter the report by the following criteria:

• Company
• General Ledger Account
• Dimension 1-4
• Period

To create a transaction inquiry report:

1. Click the Transaction Inquiry tab.
2. Provide the filter criteria.
3. Click Filter Report.