Filters and options in the Journal report
A complete reference of filters to help you find specific journal entries.
Jul 11, 2026
Use these filters to narrow the Journal report to the entries you need. Leave any filter blank to include all values in that dimension.
| Filter | What it does | Example use |
|---|---|---|
| From Date | Shows only journal entries recorded on or after this date (inclusive). | Start of fiscal period or audit period. |
| To Date | Shows only journal entries recorded on or before this date (inclusive). | End of fiscal period or audit period. |
| Account | Limits results to selected general ledger accounts. Multiple selections include all chosen accounts. | Review only Cash, or all Expense accounts. |
| Journal Type | Filters by entry source (Sales, Purchases, Payroll, General, Expense, etc.). | Show only entries from Sales invoices. |
| Reference/Document | Searches by document number, invoice number, or reference code. | Find all entries for Invoice #5432. |
| Amount Range (if available) | Filters to entries within a minimum and maximum amount. | Find unusually large or small entries. |
| Description (if available) | Searches entry descriptions for keywords. | Find all entries mentioning "correction" or "refund." |
| Balance Status (if available) | Filters by cleared, pending, or reconciled entries. | Show only reconciled entries for bank matching. |
Tips for using filters
- Date range is inclusive: "From Jan 1, To Jan 31" includes both January 1 and January 31.
- Multi-select accounts: If available, select multiple accounts to see journal entries across all of them in one run.
- Leave blank to include all: An empty filter field means "show me all values in this dimension."
- Journal Type combinations: Combining Journal Type filters (e.g., "Sales AND Expense") shows entries that fall into either category in your selected date range.
- Reference searches: Most systems support partial matches. For example, searching for "INV" may return all entries with "INV" anywhere in the reference field.
- Case-sensitive search: Check your system's help to see whether description searches are case-sensitive.
- Date format: Use the date picker (calendar icon) to avoid formatting mistakes; manual entry may need MM/DD/YYYY or DD/MM/YYYY format depending on your locale.
Combining filters for powerful searches
You can combine filters to find exactly what you need:
- By account and date: "Cash account, last 30 days" shows all cash movements recently.
- By journal type and amount: "Expense entries over 1,000" shows large expenses.
- By reference and date: "Invoice numbers starting with 'INV-2026,' current month" finds all current invoices.
Was this helpful?