Advanced Filters window

Find Transactions



Search By

Choose to display information for either for a single account (if you're viewing the Account tab) or all accounts. The selections that appear in this list vary depending upon the tab you've selected.

If you choose to view a single account, card, invoice, purchase, payroll category or job, a lookup list will appear next to this field and you can select the single record you want to view.

Dated From/To

These fields display the date range in the current month. If you wish, you can enter different dates to view transactions from a different period of time.

This field does not appear if you select to search by an individual invoice or purchase order.

Employee

This field appears only if you're viewing the Payroll Categories tab.

Select the employee whose transactions you want to view.

Sorted By

Choose to sort the transactions in the Find Transactions window by date or by ID number.

Source Journal

Select the journal you want to view, or view entries in all journals in the MYOB AccountEdge system.

ID From/To

Enter a range of identifying numbers of the transactions you want to display in the Find Transactions window.

Amount From/To

Enter a range of amounts for the transactions you want to display in the Find Transactions window.

Memo/Payee

If you know all or part of the memo that was entered (either the memo for the transaction or the allocation memo for a single line of the transaction) or the payee name for a transaction you want to view, enter that text here.

Cancel button

Click this button to remove all the entries you've made and close the window.

OK button

Click this button to accept the entries you've made in this window.