Searching for projects

You can filter the required projects by defining one or more of the following search criteria and clicking Refresh. The projects that match the search criteria are then listed. A list of options will be displayed if you click  at GL account, Account, Journal, Person,and Project. From the list, make your selection and click Select.

Note: It is possible that not all columns in the overview are displayed. You can add or delete columns as required. For more information on how to customize the displayed columns, see Inserting and deleting columns.

Filter

Select starts with or contains to display the projects with internal or external reference numbers, as well as descriptions that start with or contain the text defined at Our ref., Your reference, and Description, respectively.

Date

Type or select a date or a range of dates to display the projects with transactions on the defined date(s). Select the All check box to display the projects with transactions on any date.

Our ref.

Type a full or partial reference number given to an external party to display the projects linked to this number. Select the All check box to display the projects linked to any internal reference number.

GL account

Type or select a general ledger account to display the projects linked to the general ledger account. Select the All check box to display the projects linked to any general ledger account.

Your reference

Type a full or partial reference number given by an external party to display the projects linked to this number. Select the All check box to display the projects linked to any external reference number.

Account

Type or select an account to display the projects linked to the account. Select the All check box to display the projects linked to any account.

Payment reference

Type a full or partial payment reference number of a sales or purchase order to display the projects linked to this number. Select the All check box to display the projects linked to any payment reference number.

Journal

Type or select a journal to display the projects linked to the journal. Select the All check box to display the projects linked to any journal.

Entry number

Type a full or partial journal entry number of a general ledger account to display the projects linked to this entry. Select the All check box to display the projects linked to any entry.

Person

Type or select a person to display the projects linked to the person. Select the All check box to display the projects linked to any person.

Description

Type a full or partial project description to display the projects with this description. Select the All check box to display the projects with any description.

Project

Type or select a project to display this project only. Select the All check box to display all the projects.

Refresh

Click this to refresh the results based on the search criteria.

Export

Click this to export the results to Microsoft Excel.

Transaction

Click this to display the transactions linked to the selected project. For more information, see Viewing transactions.

Note: This is enabled only if a project is selected.

Entry

Click this to display the journal entries linked to the selected project. For more information, see Creating and maintaining general journal entries, Creating and maintaining bank/cash journal entries, Creating and maintaining purchase journal entries, or Creating and maintaining sales journal entries.

Note: This is enabled only if a project is selected.

Clear

Click this to clear the search results.

Print

Click this to print the search results.

Close

Click this to exit.