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Feature Details

Module: General ledger
First Available In 10.0.27
Find out more at https://go.microsoft.com/fwlink/?linkid=2189483Lifecycle State: Can Be Disabled:

Content Author Info

Created By Nathan Clouse
Created On 2022-06-18
Updated By Nathan Clouse
Update On 2022-06-18

When you open the "Transactions for <main account>" page, you can select to view only unsettled transactions. Previously, this option removed all settled ledger transactions. When you enable this feature, the option to show only unsettled transactions becomes a button and you can define a date on which to filter those transactions. If you open the "Transactions for <main account>" page from the Trial balance report, the date defaults with the last day of the trial balance. If you open the page from another location, the date defaults to the system date. Only transactions that aren't settled, or have a settlement date on or before the system date will be listed. Transactions that are settled but don't have a settlement date will be filtered out when you select to view only unsettled transactions.