Looking up transactions is an easy task, thanks to the Elastic Search software integrated into the dashboard. You can find the search functionality immediately when you open the Dashboard. First, you enter a search term in the entry field, e.g. the name of the account holder, the amount or the order number. Next, you can specify a date, the payment status, and the payment method.
It is not compulsory to use all the filters. Even just the order number would suffice to look up a particular transaction. However, if you wanted to look up multiple transactions via a specific payment method, it would be practical to use the filters. Below, you see an example of a possible query. The results appear on the right-hand side as soon as you click on enter. If you want, you can create an export of the transactions list right away.
- How can I export transactions and outpayments?
- Where can I find an annual report for my accounting system?