Managing Transactions

To find a transaction (Transaction Journal)

1. Click Transaction Journal in any command center (except the Card File Command Center). Then select the tab for the type of journal entry (General, Disbursements, Receipts, Sales, Purchases or Inventory) you're trying to find.



2. Narrow or widen your search:

• Enter a different date range.

• Click the All tab to see a list of transactions from all journals.

Note:  Finding a transaction in the 13th period

3. The transaction you're looking for should appear in the scrolling list.

Under certain circumstances, you may need to perform additional steps before you can find a transaction. (You may need to perform additional steps to find a transaction)

4. Click the zoom arrow to open the transaction in the window where it was created.

Related topics

• Finding transactions
• Find Transactions window
• To find a transaction (Registers)
• To change a transaction
• To reverse a transaction
• To delete a transaction
• Why do some transactions have no zoom arrow?