• Create a new account query
    • Enter the appropriate criteria on the Criteria tab. For example:
      • To view transactions for a specific time period, use Post Date under Transaction
      • To see the activity for specific accounts, select Account
    • Select the appropriate fields on the Output tab
      For example: To view transaction information, select fields such as Post Date, Account, Amount, Journal Reference, Project ID, and Summary - Ending balance
    • Select the Sort tab and select the field(s) to sort by
    • Select the Results tab