Search Debtors for Specific Transactions

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

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights 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 WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains the debtor transactions that you are looking for.
3. In the left pane of the Finance & Administration page, click Debtors > Debtor List.
4. Click the List tab and highlight the debtor who has the transaction that you are looking for.
5. Click the Transactions tab and use the Search field to enter a keyword or amount that is associated with the transaction.