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?
Forum Discussion
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?
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
