Viewing transactions for a GL account

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

Workpapers CS enables you to view a list of all transactions related to a specific general ledger account within a specific date range for any client.

  1. Choose Actions > View Account Activity.
  2. The name of the selected client is displayed at the top of the View Account Activity dialog. To select a different client, close this dialog and select the desired client from any of the data-entry windows in which you can select a client.
  3. Select the GL account for which to view all transactions.
  4. In the Account Activity section, select the date, basis, and journal to filter to number of items displayed in the activity grid.
  5. When you have finished viewing the desired account activity, click Done.

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