Using Find Lists

Find Lists are invaluable for analyzing your business transactions and locating specific documents throughout the system.  In addition to user-specified date ranges, Find Lists may be grouped, filtered, sorted and copied to a file. 

The Previous and Next buttons in the ToolBar will decrease or advance the Begin and End Date ranges by one month, respectively, in the Find List and automatically refresh the lists.

The following sections provide detailed explanations on the use of the Find List features:

Column Order

Column Width

Copy to a File

Date Range

Delete Documents

Filter Bar

Group By

Sorting Columns