Activity Ledger Query is a query only grid allowing you to filter existing transactions under the TRANSACTIONS menu. They include:
- Purchase orders
- Invoices
- Disbursements
- Receipts
- Refunds
- Transfers
- Distributions
You can filter your data by entering your search criteria in the filter row. Click on any row of the search results to see a highlight view of the record. The Advanced Search can be utilized by clicking on the in the upper right side of the grid. The option allows you to generate a quick report of your filtered data.
The will limit the grid results for improved responsiveness. Grid results minimum range is 100 records and the maximum is 2000.
In the example below, a multi-vendor purchase order was filtered in order to view the transaction history. A primary sort was done on the transaction 'type' and a secondary sort on the transaction 'date' in order to view sequentially the invoices and disbursements processed against the purchase order.