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Hello everyone! I recently started using GP in a new job. I was tasked with looking up a past bank transaction to confirm that it was entered into the system by the previous employee. Is there a way to look up the transaction without using an Account #, Account name, or Audit trail? Preferably I'd like to search by a "Received from" or dollar amount.
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I would suggest using SmartList, Financial, Bank Transactions.
Search would include a contains filter on the field "Paid ToRcvd From"
If you also need to filter on a bank account, use the field "CMLinkID"
Hope this helps.
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Almas Mahfooz
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