Forum Discussion

Experienced Cover User

4 years ago

Find Transactions by Card

Hi All, I'm using AccountRight Plus AU 2021.1.1 and have been having trouble with Find Transactions by Card returning the message "No Matching Records Found; Click Advanced to Review Filters" I've c...

Tracey_H
4 years ago
Hi ChezW

Thanks for narrowing it down to pay liability transactions. We are aware of an issue where those transactions are not displaying when searching by Card in Find Transactions. This has been logged with our developers for investigation.

In the meantime, searching by the applicable liability in the Payroll Category tab may be a suitable workaround.

Please let me know if you need further help.

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Tracey_H

Former Staff

4 years ago

Hi ChezW

My apologies for the delay in replying. I've just found your post on the Ideas Exchange and moved it to the AccountRight board for assistance. So that I can have a look into your issue can you please provide screenshots of those Find Transactions windows. Can you also go to Reports>>Card tab and run the Card Transactions (Accrual) report for that card and date filters. Is there information in that report?

Please make sure you remove sensitive information from screenshots prior to posting on the forum.

ChezW
Experienced Cover User
4 years ago
Hi Tracey
Yes the transactions can be seen when using Reports>Card File> Card Transactions [Accrual], but they don't appear when using Find Transactions > Card. (refer uploaded screen shot and Report)
Find Transactions by Card.pdf105 KB
Card Transaction Report Accrual.pdf216 KB
- gavin12345
  Ultimate User
  4 years ago
  Hi ChezW
  
  Do you perhaps have 2 cards with exactly the same name?
  
  Regards
  Gavin
  - ChezW
    Experienced Cover User
    4 years ago
    Thanks Gavin. No I don't have duplicate cards.