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.
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.
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.
Bank Register	spend money, pay bills, receive payments, and receive money transactions.
Items Register	inventory item transactions over a particular date range. This includes inventory adjustment, build item, and auto-build transactions.
Transaction Journal window	any transaction by source journal.
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 transaction using the Find Transactions window

From any command centre, click Find Transactions.

In the Find Transactions window, click the appropriate tab—for example, the Card tab to search by card.

Filter your search using the Search by and date range fields. For example, to search for all transactions made on October 10th, 2017, relating to Carolina Industries, you would make the following selections in the Card view.

If you want to narrow your search further:

Click Filters. The Advanced Filters window appears. A Clear Filters button will be available when a filter has been selected. Clicking this button will clear any previously selected filters.

Type or select the additional search filters and click OK.

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.

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.

To find a transaction using the Sales Register window

The Sales Register window lists all open and closed invoices, quotes, orders, returns and credits, and recurring templates. You can also view a list of all sales.

Go to the Sales command center and click Sales Register. The Sales Register window appears.

Click the tab of the sales category you would like to view—for example, Open Invoices.

[Optional] Filter your search using the Search by and date range fields.

If you want to narrow your search further:

Click Filters. The Advanced Filters window appears. A Clear Filters button will be available when a filter has been selected. Clicking this button will clear any previously selected filters.

Type or select the additional search filters and click OK.

The transactions that match your search criteria appear in the Sales Register window. You can view a transaction in detail by clicking the zoom arrow next to it.

To find a transaction using the Purchases Register window

The Purchases Register window lists all open and closed purchases, quotes, orders, returns and debits, and recurring templates. You can also view a list of all purchases.

Go to the Purchases command center and click Purchases Register. The Purchases Register window appears.

Click the tab of the type of purchase you would like to view—for example, All Purchases.

[Optional] Filter your search using the Search by and date range fields.

If you want to narrow your search further:

Click Filters. The Advanced Filters window appears. A Clear Filters button will be available when a filter has been selected. Clicking this button will clear any previously selected filters.

Type or select the additional search filters and click OK.

The transactions that match your search criteria appear in the Purchases Register window. You can view a transaction in detail by clicking the zoom arrow next to it.

To find a transaction using the Bank Register window

You can use the Bank Register window to find spend money, pay bills, receive payments, and receive money transactions.

Go to the Banking command centre and click Bank Register. The Bank Register window appears.

Select the bank, credit card, or petty cash account you used for the transaction in the Account field.

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

[Optional] Filter your search using the Search by and date range fields.

If you want to narrow your search further:

Click Filters. The Advanced Filters window appears. A Clear Filters button will be available when a filter has been selected. Clicking this button will clear any previously selected filters.

Type or select the additional search filters and click OK.

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

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.

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

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

If you selected Item an adjacent field appears; type or select the item number in the adjacent field.

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.

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.

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

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

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.

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.

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

Go to the Lists menu and choose Recurring Transactions. The Recurring Transactions List window appears.

Locate the recurring transaction. You can:

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sort transactions by name, type, or frequency

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search for a recurring transactio name, amount, or due date.