If you have bookkeeping in your Onsite account, you can search and filter your transactions to find one and check its details.
Find a transaction
Select Accounting > Transactions.
Review the Review Status summary and Account Balances.
In Search transactions…, enter a search term.
Select Filters to narrow the list.
In the date-range control, choose the dates you want.
To change how the chart groups transactions, select Months, Quarters, or Years.
Check a transaction
Each transaction in the list shows its date, source, amount, category, and status.
Transactions are grouped into these statuses: Needs Review, Needs Approval, In Review, and Reconciled.
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