In this guide, we show How to Use the Journal Browser within the Finance Module.
Access: The minimum permissions required to Use the Journal Browser are found in the Finance Module section of Config > Setup > Roles & Permissions.
Related guides:
To begin, go to Modules > Finance > Finance Home Page > General Ledger > Journal Browser.
The Journal Browser uses an AG Grid to display its information. It allows for the viewing of all Posted Journals and Cancelled Journals.
The Magnifying Glass at the top right of the page allows users to search by Line Remark (if any), Individual Row Values From and Individual Row Values To. Click Apply to use the search.
Note: To conduct a new Search, the Refresh button needs to be clicked.
The AG Grid gives the option to Set Row Groups, edit which Columns are shown, and it gives Filters for Rows and Columns. For further information on how to use AG Grids, see: How to Get the Best from the New Finance AG Grids.
Click the Save icon to Save the preferred layout of the Journal Browser. The Refresh button returns the Journal Browser to its default settings.
Click Print to Print the AG Grid.
To Export the AG Grid, right click within the grid and select CSV or Excel.
To View a Journal, select a Journal and click View.
Select a Line from the Journal. Click Ledger to view the Ledger Enquiry Detail. Click Action to view the Action that created the Journal.
