If you haven’t already read the Receive Money Overview, see Finding, reversing and removing bank deposits of undeposited funds transactions for more information.
Finding Transactions
- Click the Inquiry option in any command center. Select the Account tab if it isn’t already selected.
Note: Finding a transaction in the13th period
If you’ve entered a transaction into the 13th period by entering an asterisk (*) in the Date field before you entered the transaction, to find the transaction, place an asterisk before the date when you search for the transaction. For example, if you’re searching for a bank deposit using the Account view of the Inquiry Registers window, be sure to enter an asterisk before the date in the Dated From and To fields.
- You have two choices:
- Use the Search By selection box to select one Account or All Accounts.
- Click the Advanced button to search using additional criteria, such as the date, amount or memo.
- The transaction you’re looking for should appear in the scrolling list.
To find a bank deposit for undeposited funds transactions