Project Name
This screen lets you find specific transactions that you are searching. Transaction type allows you to specify the type of transaction, such as invoices. You can specify the criterias of the transaction that you need to find in this screen. More options lets you specify more criterias. The following table describes some of these criterias.
Name |
Description |
Type |
Transaction type specify the type of the transaction, for example invoices, sales receipts or cash sales, bills, or cash purchases. |
Number |
Transaction number, for example the invoice number. You can separate the numbers with a comma, for example Inv001, Inv0005, Inv0009. |
Customers/Vendors/Name |
This field allows you to select payees from the list of payees. Click on the choose button to select the payees you need to specify for this criteria. |
Date |
You can specify the date range or the period that transaction may have occurred. |
Amount |
The amount of the transaction, you can specify the criteria of the amount, for example if the amount is more than 100 you may enter 100 and select > option. |
Reference |
If the transaction has a reference, enter this reference. |
Memo |
Any description of the transaction. If you are looking for a specific description in the transaction, please type the description in this field. |
You can view a found transaction by double clicking it in the list.