Find a Transaction

These quick finds locate financial transactions and records matching specific criteria. The financials tab is the portal into the pay/bill component in Adapt and visible in systems with an active back office license.

1. From Financials on the navigator, select Financial Processing from the fly-out menu.

2. This will display the Quick Find Transaction menu; select the button for a transaction type to locate.

   

3. The selected quick find will open to display attribute fields that can be used to look up specific transaction records.

   • Click on the buttons to the right of certain fields to open a new window which will allow you to search and select options related to that specific field or choose a date.
   • Click Find to locate transactions or clear to empty the attribute fields and start over.

   

4. The quick find results will display all records that match the criteria entered.

   • The first column of the results is the batch reference number.
   • Select the transaction to view and click the view/edit button to open the transaction record in a new window.