Journal History display redone
August 4, 2016
We’ve recently made major improvements to a feature at 1, 10, 111, 9 called Journal History. This provides a one-line display of every journal posted, showing:
- Journal type: CR
- Reference number: 3960
- Post Date: 07-31-16
- System Date: 160802 08:27:01 bills
- Description: PDS6505
- Total Debits: 8,456.71
One is able to apply filters to items 1-4, as follows:
- Isolate on one type of journal, such as CR for Cash Receipts
- Isolate on one reference number
- List journals starting with a specific batch date
- List journals starting with a specific system date
The impetus for making some improvements: someone needed to see which Cash Receipts batches had been posted on the day they were trying to close the month. Isolating on CR, via option #1, then on that system date via option #4, produced the result needed.