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How to Find a Transaction?

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.

Find a transaction
Find a transaction

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.

Find a transaction
Find a transaction

 

Find a transaction on amount or narrative
Find a transaction on amount or narrative

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

  1. the search word is not case sensitive
  2. 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.

 

search
search

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

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