Search Debtors for Specific Transactions

Search for a specific transaction using keywords to limit the items displayed on the Transactions tab.

To use the Debtor List submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To search for a debtor transaction:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the debtor transactions that you are looking for.
3. In the left pane of the Finance & Administration screen, click Debtors > Debtor list.
4. Click the List tab and highlight the debtor with the transaction that you are looking for.
5. Click the Transactions tab and use the Search field to enter a keyword or amount associated with the transaction.