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Single Subject Training (Live Online)
Transaction Search for CenterPoint
Presenter: Julie Strain
Red Wing Software Sales Engineer
Event Details:
If this is your first time joining us for one of our Single Subject Trainings please take a few minutes to view our Introduction to Online Training Video by Clicking Here
This session is presented live, online by one of our CenterPoint experts and is recorded so it can be viewed at your own pace, at any time for 30 days after the session.
Red Wing Software reserves the right to cancel any class.If such a cancellation is necessary, registrants will be notified and attempt made to reschedule or make alternate arrangements(Professional Services, Webinar, etc.).Registrants will receive a full refund of the class fee, but Red Wing Software is not responsible for other costs incurred.
Substitutions may be made anytime before the start of class.
Transaction Search for CenterPoint
2:30 pm - 4:30 pm CDT
Price: $59
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 receipts/payments with transaction account details from invoices paid.
- Find transactions grouped by account.
- Find transactions missing from bank reconciliation.
- Edit, delete, or void transactions.
- Reprint invoices and checks.