Search by general ledger transaction number

Nancy Urbish

We migrated from desktop version 7 to NXT. there was an option in the legacy version to search by general ledger transaction number, right click and it would take you directly to the source record of the original AP entry. I've not been able to find that feature in NXT .. anyone else ??

Kevin Brazell

@Nancy Urbish
the JE doesn't have that right click. But if you click on the account in the row, it will drill down. then take you to the account. On the activity tile, click on the period the line's post date was, and shows all activity, and it's sources. If it's from a subledger, like an AP invoice, then you can drill down on that row again to see the record . slightly different but effectively does the same function.

Nancy Urbish

@Kevin Brazell
Yes that works.. thank you