Use the following procedure to search for financial transactions in the Transactions Grid:

1.  From the FT menu, select Account Journal.

2.  In the Accounts grid, select an account.

3.  In the Transactions grid, use the calendar controls to select the From and To date range of transactions to display.

4.  Click  Search.

5.  Click  Filter Options and select Enable Filter.

6.  Use the following guidelines to filter the Transactions grid:

Search Filter Configuration

•     In any column with a search filter field, enter a value and click the  filter menu to select a parameter.

•     For columns with drop-down menu filters, select an option from the menu.

•     Each time a column is filtered, the Transactions grid will be automatically updated.

Column Configuration

•     To add or remove grid columns, right-click the column heading, and select the Columns option. Check any columns to add them to the grid, or uncheck any columns to remove them from the grid.

•     To add all columns to the grid, select Add All. To remove all columns from the grid, click Remove All.

•     To restore the default columns, click Restore Default.

•     The Transactions grid will only be filtered by columns that are visible.

•     The last configured column state is retained per ResCenter user.

Column Sorting

•     To sort a column, click the column heading to sort the data in descending order.

•     Clicking the column heading again will sort the data in ascending order.

•     Clicking the column a third time will remove the sorting configuration.

•     Removing the column and adding it again will restore the column sorting to its default, non-sorted state.

•     The last sorted column state is retained per ResCenter user.

Save a Search Filter

After configuring search filters for the Transactions grid, a set of filters can be saved. Only one set of filters can be saved at one time.  Saving a search filter will overwrite the previously saved filter.

To save a search filter, click  Filter Options and select Save Filter.

Load a Search Filter

A saved search filter can be loaded to filter the Transactions grid.

The load button loads the previously saved filter. When the filter is loaded, only filters for the columns that are currently displayed will be loaded. Loading a filter does not overwrite the saved filter.

To load a search filter, click  Filter Options and select Load Filter.