Searching Transactions

The easiest way to find transaction details when you know one or more details, such as the amount, date, location, GL account, etc., is using the Transaction Details list. Searching by amount is most common, so in scrolling through this list, you will see many columns with information about those transactions.

Search the Transactions List

To begin, go to Transaction Details list by clicking 'Transaction Details' under 'Transactions' in the 'Accounting' module.

Navigate to the column you wish to search by, and in the search box just below the column header, type in the detail that should be found.

If you are wanting to use the 'Date' search and would rather use a date range instead of just one date, click the arrow at the top right corner of 'Date' header, hover over the 'Filter' drop-down, and then fill in the dates accordingly.

Once you've entered all your search criteria, press the 'Go' button located above the column headings. This will return a list of the transaction details matching your search criteria. To view a transaction, double-click the row.

If the search does not produce the desired results, sometimes it's best to simplify the search to less criteria, such as only searching by amount.

This list can also be exported to Excel by clicking the Excel Export button in the upper right-hand corner of page.