How do I search, sort, and download my transactions in the Financials feature?
How Do I Search, Sort, and Download My Transactions?
The Transactions Window
The main "TRANSACTIONS" window provides options to search, sort, and view your overall transaction data. Click on the Financials tab, then the Transactions tab, to open it.
Filtering by Payment Range
Enter a Payment Range below the window title to specify the range of payment dates you want to view.
Searching Transactions
- To search all transaction criteria at once, leave the Search All dropdown menu set that way and type your search text in the Search Transactions box.
- To search a specific category instead, click the Search All dropdown menu and select Reference #, Account Type, or Account.
- Click Search to run the search.
Filtering by Vendor
Click the Select a Vendor dropdown menu and choose a vendor to view only the transactions associated with that vendor.
Sorting the List
Click a column name, or the pair of arrows to the left of the name, to sort the transaction list by that category.
- By default, records sort in ascending order.
- Click the pair of arrows again to switch to descending order.
Downloading Transaction Data
Click the Transaction Actions button, then choose Download Transaction Data, to get a spreadsheet-compatible file of all your transactions.