How to: Filter/Search the General Ledger

First, navigate to the General Ledger option in the left-hand menu.

Next, select any of the default or custom grid views or tabs. For example, All Transactions.

Now, type in the filter fields at the top of the desired column to search for a specific transaction or a group of transactions.

From the filter buttons, you can use the Type filter to isolate certain transaction types only.

Alternatively, you can click on the funnel for more filtering options. For example, transaction types I.

Then, click the Filter button to apply the filters and update the transaction list accordingly.

Now, you can select and isolate desired transactions that you may be interested in editing, exporting, or exploring the Bulk Actions options you have for these transactions.

From the Actions dropdown, you will see the options to Approve, Post, Void, Commit, Send Email Reminders, Update Notifications, and Delete.

Apply bulk actions to selected transactions by selecting the Bulk Actions drop-down.

Instead, if you'd like to edit transaction details of the filtered transaction(s), click Edit toward the top right-hand corner.

Now, editable fields appear with a bold border.

Make your edits on the column header with the Blue Arrows on the right to edit.

When you're ready, you can click on the Blue Arrows to bulk update the information.

When you're ready, click Save to submit your changes.

Click Export to generate a file of the current transaction data for external use or recordkeeping.

From the Export dropdown, you will have the choice of what type of file you'd like to use for the export download.

That's it. You have successfully filtered and searched the General Ledger in Greenslate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.