Forum Discussion

LesaF's avatar
LesaF
Contributing User
5 months ago

Find Transactions options - Desktop v Online

Hi all, a client is currently using AR Desktop, but wants to transition to Online, however we have problems searching for specific transactions in the Online version.

In the Desktop version, using Find Transactions, we are able to search by Card ID. However, in the Online version, there is no option to search this way.

 

Has anybody come across a way around this. We need to search by Card ID - as it is a specific Identifier that may change between clients.

Any ideas would be greatly appreciated. TIA

1 Reply

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    5 months ago

    Hi LesaF,

     

    You're spot on! In the desktop AR you can dig up transactions by Card ID nice and easy, but in the online version that option's not available. Bit of a pain, I know. Right now you'll need to use other filters like date, amount, or contact name to track things down. Here's an article that runs through how the Find Transactions feature works online: Finding a transaction.

     

    I totally get why Card ID searching would make life a whole lot smoother, especially when you're juggling different clients. Best bet is to pop this through as a feature request on our Ideas Exchange so the product team can see how handy it'd be. A fair few improvements we've rolled out have come straight from customer voices like yours.

     

    Regards,

    Sai

     

     

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