Search for a Journal in the General Ledger

Use the Posting Search submodule under Finance & Administration to search for specific journals that were posted to the general ledger.

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

To search for a journal in the general ledger:

  1. On the main toolbar, click Finance & Administration .
  2. In the left pane of the Finance & Administration screen, click General Ledger > Posting Search.
  3. If you have more than one company in your system, use the drop-down list above the left pane to select the company that owns the journal that you are looking for.
  4. In the top-right corner of the grid, click Posting search .
  5. Use the fields and options in the Filter dialog box to specify the search criteria. For example, you can search for journals that were posted within a specific period for a specific client.
  6. Click Search.
    WorkBook displays the journals that meet the search criteria in the grid.
  7. To narrow down the results of your search, enter a search string in the Search field in the top-left corner of the grid. For example, you can enter an account description in the Search field to narrow down the results returned by the Filter dialog box so that it displays only the journals that were posted to a specific ledger account.