Transaction Journal

Use the Transaction Journal as an audit trail of Project Costing transactions. Only unposted transactions entered in the Project Costing Transactions function appear in the journal.

  1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
  2. Select the amount of detail to include in the journal from the View section.
  3. Select the Print Additional Descriptions check box, if applicable, to include additional descriptions in the journal.
  4. Select the sorting criterion from the Sort By section.
  5. Select the batches to include in the journal from the Batch List section. Use the All button to select all batches or use the None button to deselect all batches.
    Note: Only available if you elected to use batch processing in the Business Rules function.
  6. Click a command button to

    7. Click To
    Print Process the Transaction Journal.
    Output Output the journal as a PDF.
    Send Save the journal as a PDF and attach it to an email using your default mail program.
    Preview View a preview of the Transaction Journal.
    Reset Set all fields to their default values.