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Searching for a transaction

On the Activity Center page, you can search for a transaction in the following ways:

When you search, you enter information about the item that you want to find. Some examples of things that you can search for include:

When you perform a basic search, you can search any of the following fields:

Basic search fields
Field Notes
Type The transaction type.
Status The status of the transaction.
Account The account to search.
Date The creation date for the transaction. You specify a range of dates to search.
User The Login ID of the user who created the transaction.
Amount The amount of the transaction. You specify a range of amounts to include in the search.
Transaction ID The internal tracking number that uniquely identifies the transaction.
Recurring Instance The transaction recurrence.

To search for a transaction

  1. In the Menu, click or tap Transactions > Activity Center. The Activity Center page appears.
  2. Click or tap the Search transactions field.
  3. In the Search transactions field, enter your search text.
  4. Click or tap Search. The results list includes all matching payments and transfers.

To search with Basic search

  1. In the Menu, click or tap Transactions > Activity Center. The Activity Center page appears.
  2. Click or tap Show Basic. The Basic search options appear.
  3. On the Basic Search pane, use the drop-down lists to specify the values to include in the search.

    Tip:  The most common search fields appear in the Basic Search pane. Click or tap the More drop-down list, then select the check box to add an additional search field.

  4. Click or tap Search.
  5. In the search results, click or tap on a transaction for additional details. The results of a Basic search include transactions that match all of the search conditions.

To save a favorite search

  1. Create a search.
  2. On the Activity Center page, click or tap the Favorites drop-down list.
  3. Click or tap Save As New.
  4. In the Save Search window, enter a name for the favorite and click or tap Save Search.
  5. In the success message, click or tap Close.

To repeat a favorite search

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