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How Do I Search for a Transaction in the Admin Console?

Overview

I need to find a transaction in my Admin Console

Environment

Admin Console

Resolution

  • In the Admin Console- go to the Transactions Tab
  • Under company- make sure that you have selected the appropriate company if you have more than one company in your admin console. 
    • Below the company- you can search transactions by Doc Code, Cust/Vendor Code, Batch Code (if transactions were imported), Doc Type, Date Type, Date Range, Doc Status, Country, and State/Province. 
      • In order to search by State/Province you must select the applicable country first. 
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