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mrshanna's avatar
mrshanna
Experienced Cover User
6 days ago
Solved

Search for transaction using an account number

Hello, how do you search transaction for a particular account number?  It used to be so easy in accountright!! TIA

  • Mike_James's avatar
    Mike_James
    5 days ago

    Hi mrshanna , go to Banking (on the vertical menu), Find Transactions, and using the Debits & Credits tab, enter the date range required then in the Search field, type an account number (include the dash eg 6-1200). Note that accounts are now labelled Categories.

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    5 days ago

    Hi mrshanna , go to Banking (on the vertical menu), Find Transactions, and using the Debits & Credits tab, enter the date range required then in the Search field, type an account number (include the dash eg 6-1200). Note that accounts are now labelled Categories.

  • mrshanna's avatar
    mrshanna
    Experienced Cover User
    5 days ago

    Thanks, the change of terminology got me stumped!!

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