Search for transactions

You can find a list of transactions based on information that you enter, such as date range, amount, and type of transaction.

To search:

1. Click the magnifying glass icon at the top of the page.
2. Enter a transaction number, a date, or an amount and press Enter.
3. If you don't find what you want, click Advanced Search.
4. Use the buttons alone or in combination to select the type of data you want to find. For example, to find all transactions dated in the past 30 days of amounts equaling $100:
   1. Change Reference no. to Date.
   2. Change Today to Past 30 Days.
   3. Click Search. You'll find a list of transactions.
   4. To narrow the list, change Date to Amount, enter 100 in the box and this time, click Add Filter.
5. You can even customize your results list. Click the small gear above the table, and then select the columns to display.
6. You can also use the icons beside the small gear to print the result or export the list to an Excel spreadsheet.

See also

View recent activity and transactions

Use the Money Bar

Use the Customer Money Bar

Use the Vendor Money Bar