Step 1: Open Filter

Click the Filter icon in the top-right corner of the screen to open the advanced filtering options.

The Filter feature helps you narrow down petty cash transactions based on specific criteria, making it easier to locate and review the required entries.

Step 2: Enter Filter Details

Fill in the required filter fields to refine your search.

Applying relevant criteria allows you to quickly identify petty cash transactions, improve record management, and reduce the time spent searching through large volumes of accounting data.

Step 3: Apply Filters

Click Apply to display only the entries that match your selected filter criteria.

This helps accountants and finance teams focus on relevant transactions, improving productivity, reconciliation, reporting, and day-to-day bookkeeping efficiency.

Alternative Step : Search by Party Name

Alternatively, type the Party Name into the search field at the top of the screen to instantly locate matching petty cash transactions.

The quick search feature is ideal for finding specific entries without opening the advanced filter panel, enabling faster document retrieval and transaction review.

How to search or filter out entries from the list?