Financials Search Example

The Financials window holds all of your transactions that have been made since you last ran the Clear Audit Trail option. This example demonstrates how to display only your bank payments in your Financials window.

1. From the Financials window, click Search.

The Search window appears showing either a new search screen or if you have previously created a search request, the last request you created.

2. If a search is already shown, to clear this information to create a new request, click Discard.

3. From the New drop down list, choose the Where option.

4. From the Field drop down list, select Transaction type.

5. From the Condition drop down list, select Is Equal To.

6. In the Value text box, enter the transaction type for your bank payments; 11 - BP.

7. When you have finished setting up your search request, you can save it by clicking Save As.

8. To apply the search request, click Apply.

9. To return to the module window to view your search results, click Close.