There are several ways to find a transaction, depending on the information you have at hand.
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From any command centre, click Find Transactions.
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In the Find Transactions window, click the appropriate tab—for example, the Card tab—to search by card.
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Filter your search using the Search By and date range fields. For example, to search for all transactions made during January 2007, relating to customer Acme Sales Ltd., you would make the following selections in the Card tab view.
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Type or select the additional search filters, and click OK. For more information, see ‘Advanced filters’ on page 237.
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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.
) next to it.
note : Quotes and orders without applied payments don’t appear in the Find Transactions window
To find these types of transactions, go to the Quotes and Orders views of the Sales Register or Purchases Register.
The Sales Register window lists all open and closed invoices, quotes, orders, returns and credits.
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Click the tab of the sales category you would like to view, for example, All Sales.
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[Optional] Filter your search using the Search By and date range fields. The transactions that match your search criteria appear in the Sales Register window.
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If you want to view a transaction in detail, click the zoom arrow (
 ) next to it. |
The Purchases Register window lists all open and closed purchases, quotes, orders, returns and debits.
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Go to the Purchases command centre and click Purchases Register. The Purchases Register window appears.
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Click the tab of the type of purchase you would like to view—for example, All Purchases.
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[Optional] Filter your search using the Search By and date range fields.The transactions that match your search criteria appear in the Purchases Register window.
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If you want to view a transaction in detail, click the zoom arrow (
 ) next to it. |
You can use the Bank Register window to find spend money, pay suppliers, receive payments and receive money transactions.
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Select the bank, credit card or petty cash account you used for the transaction in the Account field.
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In the Dated From and To fields, enter the date range during which the transaction was recorded. The transactions that match your search criteria appear in the Bank Register window.
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If you want to view a transaction in detail, click the zoom arrow (
 ) next to it. |
The Items Register window gives you quick access to transactions relating to items. When the register is filtered to show a single item, a running balance of the item’s quantities and values appears.
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In the Search By field, select whether you want to view transactions for all items or a single item.
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In the Dated From and To fields, enter the date range during which the transaction was recorded. The transactions that match your search criteria appear in the Items Register window.
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If you want to view a transaction in detail, click the zoom arrow (
 ) next to it. |
The Transaction Journal window groups all your accounting entries into one of six journals: nominal, disbursements, receipts, sales, purchases and stock. You can display all transactions in the Transaction Journal window.
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Click Transaction Journal from any command centre (except Card File). The Transaction Journal window appears.
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Click the appropriate tab—for example, the Sales tab to find a sales invoice, the Disbursements tab to find a payment, and so on.
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If you want to search for a range of journal ID numbers, enter the range in the ID From and To fields. All transactions with IDs between (and including) these numbers will be listed.
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If you want to view a transaction in detail, click the zoom arrow (
 ) next to it. |
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Go to the Lists menu and choose Recurring Transactions. The Recurring Transactions List window appears.
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