To find a Spend Money transaction

If you haven’t already read the Spend Money Overview, see Finding, changing, removing and reversing Spend Money transactions for more information.

Finding Transactions

  1. Click the Inquiry option in any command center to display the Inquiry Register window. Select the Account tab if it isn’t already selected.
  2. You have two choices:
    • Use the Search By selection box to choose another way to search -- All Accounts or Account.

    • Click the Advanced button to search using additional criteria, such as the date, amount or memo.

  3. The transaction you’re looking for should appear in the scrolling list. If you want to view detail about the transaction, click the zoom arrow next to the transaction’s ID number to open the window in which the transaction was originally entered.

To find a Spend Money transaction