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How to Filter Manual Accounting Entries by Description, Comments, Entry Number, Date, Locations, and Custom Fields with Data Export

You can easily filter manual accounting entries through the filter options available at the top of the manual accounting entries page. To do this:

  1. Go to Accounting > Manual Accounting Entries.

  2. Filter options will appear to you, and you can use each option as follows:

Filter Options

  • Description: Search for entries based on the entry description.

  • Comments: Search for entries that contain a specific comment.

  • Entry Number: Search for a specific entry using its number.

  • From Date to Date: Filter entries by a time range or specific date.

  • Locations: Search for accounting entries linked to a specific location, such as the main branch.

  • Additional Fields: Select a specific additional field and fill in the required value, such as selecting the “Representative Name” field and typing “Ahmed” to display all entries linked to representative Ahmed.

Important Note

  • You cannot export entries directly from the manual entries page.

  • To export, go to Reports > Entry Ledger and then export the required data.

Keywords for inquiry:

  • I currently have 118 manual entries, but 3 of them are not allocated to the main branch – how can I identify them so I can allocate them to the main branch?
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