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Single Subject Training (Recorded)
CenterPoint - Unlocking the Power of Transaction Search
This session provides you with the information necessary to become familiar with the Transaction Search screen and tools that allow you to review, edit, delete and report on transactions and balances.
Event Details:
Purchasing this pre‑recorded session given by one of our CenterPoint experts will grant you viewing access for 30 days.
Access for 30 days
Duration: 2 hour 6 minutes
Presenter: Angie Healy
Red Wing Software Accounting Software Support Specialist
Products Covered:
- CenterPoint Accounting
- CenterPoint Accounting for Agriculture
- CenterPoint Fund Accounting
- CenterPoint Payroll
CenterPoint - Unlocking the Power of Transaction Search
After attending this session, you will be able to:
- Understand the Transaction Search screen, including the Filters, Columns, Group/Sort and General tabs, as well as the Results window.
- Define Filter and Format Definitions and use saved definitions in the future.
- Understand the levels of detail available in search results.
- Find invoices that a receipt/payment paid.
- Find a receipt/payment that paid a specific invoice.
- Find receipts/payments for an invoice.
- Find transactions grouped by account.
- Find transactions missing from bank reconciliation.
- Edit, delete, or void transactions.
- Reprint invoices and checks.