You can use the Search button to open the Find Transactions screen to search for any transaction.
The Find Transactions screen provides a number of criteria fields allowing you to specify criteria for your search. You must specify at least one search parameter.
To search for a specific transaction:
1. Click the Search magnifying glass button on the menu bar, located on the right side of the interface to open the Find Transactions screen.
2. Use the available fields in the Select Criteria panel to define parameters for your search.
You must specify at least one search parameter.
You can specify the reference number of the transaction, a date range in which the transaction occurred, the amount of the transaction or the account involved, the customer or vendor, or the payee.
You can use an asterisk (*) as a wildcard in the Reference Number, Amount, and Payee fields (for example A* to display all payees beginning with A).
3. Click View to display the requested transactions.
A maximum of 25 records appear, with columns identifying the account, the date and type of transaction, the reference number and a description of the transaction, the period, memo, journal, and amount related to the transaction.
To narrow the results you receive, enter more specific search parameters.
4. Click the Reference field for any item to drill down to the originating transaction.
5. (Optional) Click Excel to export the report to an Excel spreadsheet.