Transaction Searches
Compass Billing » Transaction Searches
Utilize the Transaction Search to view and locate transactions.
Can search on:
- Chapter
- Amount
- Payment Number
- Description
- Posting Date
- Invoice Number
- Transaction Type
- Payment Method
- Name on Check
- Host/Client
- Account
- Posted
Once the search results populate, you can:
- Save the search - Click "Save" and name the search
- Export via PDF or Excel
Click Actions and you can see results by:
- Summary by Payment Method
- Summary by Account
- Summary by Transaction Type