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October 26, 2020
Question

I tried to journal an opening balance into an existing bank account but I now can't find that opening balance.

  • October 26, 2020
  • 1 reply
  • 2 views
No text available

1 reply

Rebecca_A Product Champion
October 26, 2020

Hi accdept-mmc, 

 

If you are looking for a specific transaction and cannot locate this in the account history, try the Advanced Search

 

To do this navigate to the top right of your file: 

  • Select Search > Advanced Search 
  • Filter Transaction Type, Dates and/or amounts 
  • Click Search 

If you are still having trouble locating the transaction, select Settings and navigate to the Audit Log. 

 

Please don't hesitate to contact  the Support Team if you have any further questions. 

 

-Rebecca