Versions Compared

Version Old Version 4 New Version 5
Changes made by

Tamzin Stone

Tamzin Stone

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Transaction Search

1Go to the Admin Menumenu, and select then click Transaction Search.
2

Enter in the search criteria that you with to find the relevant transaction. 

It can Select your search filters. These can either be one or more a combination of the following:

  • Account
  • Analysis Categories
  • Period
  • Date
  • Amount
  • Journal Type
  • Journal Number
  • Journal Reference
  • Description

Click Search

3Click Search to search the transactions. This will bring up all transactions that match your search criteriaOnce the search has been performed, this will show all transactions relating to the search options that have been selected. 
4If you wish to clear your search and preform a new one, click the Clear button.