Search for Book Entries

In the Accounting module, you can view all book entries associated with a specific account. This article explains how.

• Search from the Journal
• Search from the General Ledger
• Search from the Search tab

Search from the Journal

You can view all the entries you've recorded in your Journal — or filter by a specific account, such as a Petty cash account or a Bank account.

1. Go to your Journal: Accounting > Documents > Journal;
2. Select the Journal type. You can choose from several journals: petty cash journal, bank account journal, e-wallet journal, sales journal, etc.;
3. All entries linked to that account will appear in the journal.

Search from the General Ledger

You can do the same from the General Ledger, across all your accounting accounts.

1. Go to your General Ledger: Accounting > Documents > General Ledger;
2. Select the General Ledger type (general, account receivable, or account payable if you use subsidiary accounting, or contact);
   1. If you selected the general ledger, then select the account of your choice, or select All accounts;
   2. If you selected another ledger type, search by third party or contact name (or leave blank to display all entries).
3. Click Search: all entries linked to that account or contact will appear.

Search from the Search tab

You can also search for a specific account — or combine multiple criteria — directly from the Search tab.

1. Go to the Search tool: Accounting > Search.
2. Use the search options that fit your needs. You can filter by multiple parameters:

• Entry type: Payment, Expenditure, Revenue, etc.;
• The assigned accounting account;
• Dates;
• Amount;
• The person linked to the entries* (e.g., find all book entries associated with Member X);
• Fund*;
• Custom number* — requires enabling this option beforehand.
  *Available via advanced search.
  
  

Click Search: the results will display all entries matching the criteria you've set.