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Question, is there anyway a person can see the transactions for the year in your Shareholders Drawings and also Personal Advance accounts
Good afternoon Koreen.
I apologize for the delay in replying to your questions here!
I'm not sure if you are on the desktop version or the online version, but either way you can accomplish this.
On the Desktop, go to Reports > Reports Console. In the console, on the left, go to the Transaction/Account Information section, and select the General Ledger report. From here, you can tell the system to look up a single account, or a range of accounts, for a specific time period. This should get you the listing of what is going through any of these personal accounts for your year.
In the online version, on the left, click Reports, and then click Trial Balance. When the Trial balance loads, scroll down to the account you want the detail on, and click on the Account number on the left of the report. This will drill down into that specific report to get you the actual detail in the general ledger.
You can go directly to the general ledger, but the account filter has not been released yet. It will be there in the next release from what I can tell.
Let me know if you have any other questions. Thank you very much!