Looking up a Transaction

Updated by Cheryl Wallace

  1. Click Transactions in the left side menu bar, then click Transactions.
  2. Enter any known information about the transaction as a pre-filter.
  3. Click  on the edit tool bar to search.  If only one transaction matches the pre-filter it will be displayed automatically. Otherwise a list of transactions will be displayed in a grid. Click any header record in the grid to sort the records in ascending/descending order based on column header.
    1. Optionally enter the search text in the Search box on the top right of the grid. The search results are filtered in the grid. Only those matching the search text will be shown. Click any header record in the grid to sort the records in ascending/descending order based on grid header.
    2. Double-click the record to display the details. When there are multiple records matching the search text, the filter tools will be shown in the edit tool bar. These filter tools help you to navigate through search results in sequence.

See also:

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