• 'To look for transactions with a specific asset ID' below
  
• To sort transactions by transaction type, below
  
• To sort transactions by date, below
  
• To delete a transaction, below
  
• To print the transactions of a specific asset ID, below
  
• To print transactions by type, below
  

To look for transactions with a specific asset ID

1 Go to the Transactions command centre and click Transactions List. The Transactions List window appears.

2 Click the search icon  in the Asset ID field to choose the asset.

3 Click the zoom arrow or Display to view the details of the transaction. The Transaction Summary window appears.

4 Click Book Journals or Tax Journals if you want to view the journals posted to this asset.

To sort transactions by transaction type

You are able to sort to show all transactions or specific transactions only.

1 Go to the Transactions command centre and click Transactions List. The Transaction List window appears.

2 Select the appropriate transaction type from the Transactions drop-down list: All Transactions, Asset Acquisitions, Asset Disposals, Asset Write-Offs, Asset Revaluations or Balancing Charge.

If you are operating under the Uniform Capital Allowance (UCA) system (Non-SBE), you can also choose from Pool Transactions, Second Element of Cost and Change in Private Use Percentage.

3 Enter a date range in the Date From and Date To fields to display transactions for a period, or leave the fields blank to show all transactions.

4 Click the zoom arrow or Display to view the highlighted asset in more detail. The Transaction Summary window appears.

5 Click Book Journals or Tax Journals if you want to preview the journals posted to this asset.

To sort transactions by date

You are able to sort to show ALL transactions or specific transactions only within a defined period.

1 Go to the Transactions command centre and click Transactions List. The Transactions List window appears.

2 If you want to display according to transaction type, select as appropriate from the Transactions
drop-down list.

3 Enter the date range in the Date From and Date To fields.

 
4 Click the zoom arrow or Display to view the highlighted asset in more detail. The Transaction Summary window appears.

5 Click Book Journals or Tax Journals if you want to preview the journals posted to this asset.

To delete a transaction

1 Go to the Transactions command centre and click Transactions List. The Transactions List window appears.

2 Highlight the transaction you want to remove and click Delete. The Confirm window appears.

 
3 Click Yes to delete.

NOTE : Deleting an asset acquisition You can delete all transactions in the current year, with the exception of acquisitions which cannot be deleted from here. To delete an acquisition, see 'To delete an asset' If you have multiple transactions on the same asset, you must delete the transaction you performed on an earlier date in order to be able to delete a transaction that was performed at a later date.

To print the transactions of a specific asset ID

1 Go to the Transactions command centre and click Transactions List. The Transactions List window appears.

2 Enter the asset ID in the Asset ID column or press TAB and select an asset from the selection window.

3 Click Print. If you have marked the Always Display Filters before Printing Reports checkbox in the
Preferences window, the following window appears.
 

4 Click OK and then click OK in the Print window.

NOTE : Return to default settings If you change the settings in this window but want to use the default settings instead, click Defaults.

To print transactions by type