Finding a transaction

Transactions > Finding a transaction

There are several ways to find a transaction. The method you use depends on the information you have at hand.


Use the...	To find...
Find Transactions window	journal entries, sales, purchases, checks, deposits, vendor, and customer payments.	To find a transaction using the Find Transactions window
Sales Register	transactions relating to sales (such as open, closed, and recurring invoices), quotes, orders, credits, and returns. This search method is most useful if you know the transaction date or the customer’s name.	To find a transaction using the Sales Register window
Purchases Register	transactions relating to purchases (such as open, closed, and recurring purchases), quotes, orders, debits, and returns. This search method is most useful if you know the transaction date or the vendor’s name.	To find a transaction using the Purchases Register window
Bank Register	spend money, pay bills, receive payments, and receive money transactions.	To find a transaction using the Bank Register window
Items Register	inventory item transactions over a particular date range. This includes inventory adjustment, build item, and auto-build transactions.	To find a transaction using the Items Register window
Transaction Journal window	any transaction by source journal.	To find a transaction using the Transaction Journal window
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.	To find a recurring transaction in the Recurring Transactions List window

To find a transaction using the Find Transactions window

To find a transaction using the Sales Register window

To find a transaction using the Purchases Register window

To find a transaction using the Bank Register window

To find a transaction using the Items Register window

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.

1	Go to the Inventory command center and click Items Register. The Items Register window appears.

2	In the Search by field, select whether you want to view transactions for all items or a single item.

3	If you selected Item at

4	, type or select the item number in the adjacent field.

5	In the Dated From and To fields, type the date range during which the transaction was recorded. The transactions that match your search criteria appear in the Items Register window.

6	If you want to view a transaction in detail, click the zoom arrow () next to the transaction.

To find a transaction using the Transaction Journal window

The Transaction Journal window groups all your accounting entries into one of six journals: general, disbursements, receipts, sales, purchases, and inventory. It also enables you to display all transactions.

1	Click Transaction Journal from any command center (except Card File). The Transaction Journal window appears.

2	Click the appropriate tab—for example, the Sales tab to find a sales invoice, the Disbursements tab to find a payment, and so on.

3	In the Dated From and To fields, type the date range within which the transaction was recorded. All transactions between (and including) these dates will be listed.

4	If you want to search for a range of journal ID numbers, type the range in the ID From and To fields. All transactions with IDs between (and including) these numbers will be listed.

5	If you want to view a transaction in detail, click the zoom arrow () next to the transaction.

To find a recurring transaction in the Recurring Transactions List window