How to find a transaction using the supplier's name

Question

How do I find a transaction using the supplier's name? I have typed the supplier's name in the find transaction section but it doesn't seem to work?

LRBooks61 · Answer

Hi

You have tried banking Find transactions

there are a couple of tabs in that area have you tried debits and credits and transactions and find &replace?

When you do a spend money do you always put in the name?

Enter a part of the name and see what it brings up

Make sure your date range is correct and bank account is correct or select all for the bank

Do you know the amount?

If you know the chart of account it would have been allocated to you could find it this way also

A few suggestions

Lisa

ttcm · Answer

Hi Lisa,

Thank you for your assistance on this.

The purchase report didn't work for me.

The bills option didn't work for me as it was a spend money item.

Any other work arounds?

LRBooks61 · Answer

Hi

Can I suggest that you use the reports tab find supplier purchase report and

select the date range you want

select the  supplier name you want and run it

Or you can go to the purchases tab

go into bills

Change status to all

select date range and supplier name

Hope that helps

Lisa