"Edara" enables you to review and track all financial transactions within a specific time period, allowing you to gain a clear and accurate overview of your organization's financial status. This article outlines the steps to achieve that.
Viewing All Entries Within a Specific Period
Go to the “Accounting” module.
Click on “Posting”.
Specify the desired date range.
Select the entry status (Posted - Unposted).
Choose the required columns from “Custom View”.
Click on “Generate”.
Note: You can obtain more specific results by:
Entering the document code (to view all entries linked to a particular document).
Specifying the transaction type (e.g., Cash Receipt, Cash Payment, Journal Entry).
Selecting the desired account by clicking on 🔍 and entering part of the account code in the search box.
Identifying the account type (Credit - Debit).
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.