Search Journals, Debtors, or Creditors for Transactions that Are Ready for Elimination

You can use keywords or amounts to search journals, debtors, or creditors for transactions that are ready for elimination.

To perform this procedure, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To search a journal, debtor, or creditor for a transaction that is ready for elimination:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains the journal, debtor, or creditor that you want to search for transactions that are ready for elimination.
  3. Take one of the following actions in the left pane of the Finance & Administration page:
    • Select General Ledger > Journals.
    • Select Debtors > Debtor List.
    • Select Creditors > Creditor List.
  4. On the List tab, select a journal, debtor, or creditor.
  5. On the Elimination tab, enter a keyword or amount that is related to the transaction for which you are looking in the Search field.