Find Journals

Security Note: You need the Allow the user to view the Journal Explorer security right in the Menu user group security rights group for this activity.

Activity Steps

  1. Open the Journal Explorer.
  2. Enter the following search criteria as required.
    • Accounting Period—Limit the search to journals in the selected date range. The date selector has the following options:
      • Month—Select a single month of a selected calendar year. Default: The current month.
      • Quarter—Select a single quarter of a selected calendar year.
      • Year—Select a single calendar year.
      • Date Range—Specify any start and end date.
      • Today—Set the date range to the current date.
      • Clear—Ignore the journal date as a search criterion.
    • Document Type—Select from Sales Invoice, Purchase Invoice, Funds Receipt, Refund, Freight Invoice, Freight Commission Invoice, Service Invoice, Freight Demurrage Invoice, Freight Demurrage Commission Invoice, Service Demurrage Invoice, Demurrage Invoice, Despatch Invoice, Credit Note, Debit Note, Transfer, Sales Revaluation, Purchase Revaluation, Freight Revaluation, Service Revaluation, FX Revaluation, Hedging, FX Hedging, Profit And Loss and Custom Document Type.
    • Custom Document Type—Only applicable if Document Type is Custom Document Type. Select from the Custom Document Types list items defined in the List Editor.
    • Journal Status—Select from Locked, Unlocked and Both.
  3. To include a text string in the search criteria:
    1. Select the method to Search By from Journal Number, Invoice Number and Despatch Order Name.
    2. Enter the Search Text. Text searches are case-sensitive with SQL databases with a case-sensitive collation and with all Oracle databases.
  4. Click Search or press F3.

    Journals that match the search criteria display in the Journals table.

    Note: You can save search criteria as a search profile. Search profiles for the Journal Explorer include all criteria except a selected Accounting Period. See Use Saved Search Profiles in MineMarket Explorers and Billboards.

  5. To view journal entries for a journal group, select the journal group.

    If the relevant account in the chart of accounts has:

    • Both a primary and a secondary currency defined, the Debits and Credits fields display for both currencies in the journal entry
    • Store Original Currency checked, the Debits and Credits fields display for the original currency as well as the primary and secondary currencies if applicable

    If debits and credits display for multiple currencies, the exchange rates also display.