How to Search for Transaction with Reference Number
How to Search for Any Transaction with the Reference Number
1. At Accounting > Banking & General Ledger > Inquiries > Journal Inquiry, users can search for any transactions or documents in the system by entering the applicable reference number.
2. First, key in the number at the Reference box and select the relevant document Type from the dropdown.
3. Next, select the appropriate document date range at the date filter and mark "Show closed" checkbox to apply the search on all past records. Click on the search icon.
4. When the document is displayed in the listing below, click on the Trans # (transaction id) to see further details.
5. Alternatively, click on the GL icon under the View column to see the details of the transaction GL entry.
6. Click on the print icon to view or download the document in pdf format.
Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at info@timeteccloud.com, we will update it as soon as possible.
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