There are several ways to find a transaction. The method you use depends on the information you have at hand. See the instructions for each method below this table:
|Use the...||To find...|
|Find Transactions window|
journal entries, sales, purchases, cheques, deposits, supplier and customer payments, money transfers.
|Sales Register||transactions relating to sales (such as open and closed invoices), quotes, orders, credits and returns. This method is most useful if you know the transaction date or the customer’s name.|
|transactions relating to purchases (such as open and closed bills) quotes, orders, debits and returns. This method is most useful if you know the transaction date or the supplier’s name.|
|Bank Register||cash and bank transactions, including customer and supplier payments.|
|inventory item transactions for a particular date range. This includes adjustments, auto-build and other inventory transactions.|
|Transaction Journal window||any transaction by source journal.|
|Recurring Transactions List window||recurring transactions. You can sort transactions by name, type, or frequency, or search for a transaction by name, amount, or next due.|
Need to change or delete a transaction? See Changing or deleting a transaction.
Need to see who created a transaction? See Company file security audits.
To find a transaction using the Find Transactions window
From any command centre, click Find Transactions from the bottom of the command centre.
- In the Find Transactions window, click the appropriate tab—for example, the Card tab to search by card.
- Filter your search using the Search By and date range fields. Results will appear based on your search criteria.
- If you want to narrow your search further:
- Click Advanced. The Advanced Filters window appears.
- Type or select additional search filters, and click OK. The transactions that match your search criteria appear in the Find Transactions window. You can view a transaction in detail by clicking the zoom arrow () next to it.
Quotes and orders without applied payments don’t appear in the Find Transactions window (Not Basics)
To find these types of transactions, go to the Quotes and Orders views of the Sales Register or Purchases Register.
To find a recurring transaction
Go to the Listsmenu and choose Recurring Transactions. TheRecurring Transactions List window appears.
- Locate the recurring transaction. You can:
- sort the transactions by name, type or frequency
- search for a transaction by name, amount or due date.
- For more information on changing the details of a recurring transaction, see Recurring transactions.