Forum Discussion

ttcm's avatar
ttcm
Contributing User
3 years ago

How to find a transaction using the supplier's name

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's avatar
    LRBooks61
    Ultimate Cover User

    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

     

    • ttcm's avatar
      ttcm
      Contributing User

      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's avatar
        LRBooks61
        Ultimate Cover User

        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