Search Transaction

 
 
Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the Search Transaction utility. 
 
Alignbooks allow you to search transactions based on Specific Text / Period / Amount Range / Specific Voucher type. You can use specific criteria or combination of all of the above to search desired data.
 
From Dashboard, Click on button from top right corner to open the search criteria window and change parameters for search in transactions.
 
 
Search Transaction
 
 
1

Search Text

1. Search Text: Enter the text if you want to search transactions with any specific Text within the transaction.
2

From Date

2. From Date : Enter the From Date if you want to search transactions between or equal to specific Date.
3

To Date

3. To Date: Enter the up to date if you want to search transactions between or equal to specific Date.
4

From Amount

4. From Amount : Enter the amount if you want to search transactions between or equal to specific Amount.
5

To Amount

5. To Amount : Enter the amount if you want to search transactions between or equal to specific Amount.
6

Voucher Type

6. Voucher Type : Select the voucher type from the drop down list if you want to search details in specific voucher. 
7

OK Confirm

7. OK Confirm : Click on this button to search the application with the given criteria.
8

Clear

8. Clear : Click on this button to clear all values.
9

Close Window

9. Close Window : Click on this button to close the popup window
 
System will display the transactions which are retrieved from the criteria specified like this;  
 
 
 
You can click on this  icon   in Edit column against each voucher to display the details of the voucher. You can also change the search criteria from button again the same window as displayed above will open to change the parameters for search.
 
 
 
Click on this to exit from the search form.
 
 
 
We hope you enjoyed this tutorial. Please give us a call for further help.  Happy Aligning!
 
 
 
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