Business Admin User Guide_Company Use

Admin User Guide

Searching Transactions You can view information about a specific transaction by performing a search. If you have a long list of transactions, this feature is also useful for limiting the number of transactions in the list. To search for transaction information, perform the following steps: 1. In the Transaction Details section, enter the search criteria and click Search .

2. All transactions matching your search criteria will display in the Transaction List .

The table below describes the search elements on the Transaction page.

Element

Description

Transaction description Transaction reference Transaction category

Description

Reference

Categories

Select Equal To, Between, After or Before from the drop-down list. Once you select an option, additional field will display to enter the date. Select Equal To, Between, After or Before from the drop-down list. Once you select an option, additional field will display to enter the date. Select Equal To, Between, More Than or Less Than from the drop-down list. Once you select an option, additional field(s) will display to enter the dollar amount.

Post Date

Transaction Date

Amount

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