Viewing Transactions

To edit or view the details of a transaction, first select the transaction then click the Edit/View Payment or Edit/View Bill button.

The same screen used when entering the transaction is used for editing the transaction.
See New Payment and New Bill for information about the specific fields in the Payment and Bill screens, respectively.

When you finished viewing or editing the transaction, click the OK button to return the Main screen.

If you don't see a transaction that you entered, check the following Transaction Filters:

• If you are looking for a Payment make sure you are not viewing Bills. Conversely, if you are looking for a Bill make sure you are not viewing Payments.
• Make sure the Date Range includes the date of the transaction you are looking for.
• Make sure the category and subcategory filter include the category and subcategory of the transaction you are looking for.

If you still don't see the transaction. Try running a report on Payments and Bills and see if your "lost" transaction comes up. If not, you either deleted it or only entered partial information.   Enter it again and make sure you enter all information required.