Search for a transaction

1. From Revenue, select Transaction search. The Transaction Search screen appears.

   For information about the items on this screen, refer to Transaction Search Screen.

   At the top of the screen, enter the criteria to use to search for the revenue record. You can search by the name or lookup ID of the constituent associated with the revenue; the receipt number, date, or batch number of the revenue; and the transaction type or payment method of the revenue. You can also specify whether to match all search criteria exactly.

   Tip: If you are unsure of how to spell a name, enter the first few characters or letters.

   We recommend you search by one or two of the most helpful criteria types. Too much criteria information can prevent the record you want from appearing.

   Note: To remove the criteria entered and use new criteria for a search, select Clear.

2. Select Show advanced search options to select the constituent criteria of the transactions to include. For example, select the constituent types to return in the results and select whether to include constituent nicknames or aliases, include deceased or inactive constituents, or check alternate lookup IDs.

3. Select Search. Under Results, the revenue records that must match all the criteria entered appear.

   Note: If more than 100 records match the criteria you enter, only the first 100 appear under Results. To narrow your search results, we recommend you use additional search criteria.

4. In the grid, select the row of the revenue record to open. The selected record appears. For information about the items on the revenue record, refer to Revenue Record Details.