Have you found yourself needing to locate all the orders under a particular payment type but don’t need a full report? You can use the Transactions Search to give you this by location, dates and even targeted order or invoice ranges without running a full report.
To run a transaction search:
- Log into the back office
- Open Sell Management
- Open Financials
- Open Transactions
- Click on search
- Fill in the search criteria desired and click the search button
Unlike a report, the output from the search will provide you a quick listing of the transactions matching your criteria.
One difference with this search is that you can specify the exact transaction value (i.e. a specific cost center or department code) or pull just those transactions for a single client if needed. The same funcitonality holds true for the reporting, but if you don’t need the output for printing or export, this feature can save you time.
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