Take a free trial of Clear Books Or take a look at our new product Clear Books Micro

Listing transactions by the Date Processed

Question asked by Rita Galanits 3 years ago

Hi, Is it possible to create a list of transactions by the Date Processed combined with the Accounting Date?

i.e. Transactions processed later than 31/03/2015 with Accounting Date between 01/04/2014-31/03/2015

Any hints would be appreciated!

1 Reply

Hi Rita,

You will need to look at the General Ledger. Please go to Reports> Financials> [Details] General Ledger. Enter the date ranges that you want to see and then you can view your details. To find out which transactions were processed after that period, you'll have to click into every ID number and compile transactions manually. Unfortunately there is no easier way of doing that.

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are