Have I posted this before? What was the amount? To which account did I post this transaction? In any bookkeeping environment, one may lose track of transactions posted.
Fortunately, DynamicLTA has a specialized search function to help find those transactions.
In this example a payment was made to JetSpeed Couriers. Now, we need to find this transaction. We need to identify the account against which it was posted.
The Ledger for the account reflects a 27.50 entry for “BCh JetSpeed Couriers“. We need to identify the original account.
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This is not a search on a file name, but rather the contents of a transaction. The menu item FIND A TRANSACTION is located in the Processing menu.
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The key is the overview in which to search. Setting the start date too close to the end date will make the search space very small.
Note that
- the search word is not case sensitive
- combined searches on either word or amount or both are possible
This search shows that a transaction where the narrative “jet” was used, it appears on the account #00000 on 2 July for the amount of 27.50. This is the transaction we were searching for.
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Note there is a separate search for Files. If trying to locate a specific ledger account, use the standard search with the option. For locating an amount, or a narrative of a transaction, use the advanced search option.
-Dynamic