How to find a transaction

How to locate a specific transaction in Sage 50 US.

Use Find Transactions:

1. Click Edit, Find Transactions.
2. Select applicable filters.
3. Click Find.

Use Lists:

1. Click the Lists menu.
2. Select the option that fits the type of transaction you are trying to locate.
3. Select the date range for the transaction.
4. Locate the transaction on the list and double-click it to open.

Use Audit Trail Report:

1. Select Reports and Forms, Reports, Company
2. Right-click Audit Trail Report and select Modify, Options.
3. Select the date range and applicable filters and select OK.
4. Double-click to open any transaction with a Transaction ID.

NOTE: The Audit Trail report records transactions on the date you enter the transaction not the date of the transaction.

How do I add a new column to the list screen?

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