Accounts & Ledger

Find Transaction

The Find Transaction screen is Quasar's most powerful search tool for locating transactions across the entire ledger. It combines type selection, status filtering, text searches, date ranges, and location/employee filters to quickly locate any transaction in the system. Double-click a result to open it for editing. Access from Ledger › Find Tx.

Tip: Use % as a wildcard in text fields. For example, %123% finds any value containing "123". All text searches are case-insensitive.

Transaction Type & Status

Type

Filter results to a specific transaction type, or select All Types to search everything. Available types depend on your security permissions and enabled features. Types include: Item Adjustment, Item Transfer, Cheque, Journal Entry, Ledger Transfer, Invoice, Customer Payment, Vendor Invoice, Payout, Customer Return, Tender Adjustment, Tender Transfer, Vendor Claim, Customer Withdraw, Card Adjustment, and Card Transfer.

When a specific type is selected, the Transaction # label changes to match (e.g. "Invoice #", "Receipt #", "Adjustment #") and the Customer/Vendor lookups are enabled or disabled as appropriate for that type.

Status

Filter by transaction status: Posted Only (default) shows live transactions, Voided Only shows deleted transactions, Suspended Only shows incomplete POS transactions, Voided or Suspended shows both, and All Transactions shows everything regardless of status.

Number & Date Filters

Transaction #

Search by full or partial transaction number. Supports % wildcards for partial matching. Case-insensitive.

Reference #

Search by the reference number field (e.g. cheque number, PO number, external reference). Supports % wildcards. Case-insensitive.

Date Range

Restrict the list to a specific date period. The dropdown offers these presets:

• All — No date filter (shows everything)
• Today / Yesterday
• This Week / This Week-to-date
• This Month / This Month-to-date
• This Year / This Year-to-date
• Last Week / Last Week-to-date
• Last Month / Last Month-to-date
• Last Year / Last Year-to-date
• Next Week / Next Month / Next Year
• Last 30 Days
• Custom — Enter specific From and To dates below

Date field shortcuts: Type a letter in any date field for quick entry: d = today, y = yesterday, t = tomorrow, w = first day of week, k = end of last week, m = first of month, eom = end of month, l = first of last month, h = end of last month, a = beginning of year, z = end of year, + / – = next / previous day.

From / To

Filter results to transactions posted on or after the From date and on or before the To date. Either field can be left blank for an open-ended range.

Text Search Filters

Serial# Contains

Find transactions that involve a specific serial number. Searches both the serial tracking table and invoice item serial fields. Only visible when the Serial Numbers feature is enabled.

Memo Contains

Search within transaction memos. Matches against both the main transaction memo and individual account line memos. Multiple words narrow the search (all words must appear).

Comments Contain

Search within transaction comments on Invoices, Vendor Invoices, Customer Returns, and Vendor Claims. Multiple words narrow the search.

Address Contains

Search within customer address fields stored on Invoices and Customer Returns. Useful for finding transactions by delivery address or ship-to location.

Item Num/Desc

Search for transactions containing a specific item by its number or description. Searches the item PLU table for matches. Multiple words narrow the search (all words must match within the combined number and description).

Location & People Filters

Store

Filter to transactions from a specific store. Defaults to the current store. Changing the store also resets the Station and Employee filters to match available options.

Station

Filter to transactions from a specific POS station. The station list is filtered by the selected store.

Employee

Filter to transactions created by a specific employee. The employee list is filtered by the selected store.

Shift

Filter to transactions from a specific cashier shift.

Customer

Filter to transactions for a specific customer. Disabled when the selected transaction type does not involve customers (e.g. Item Adjustment, Payout).

Vendor

Filter to transactions for a specific vendor. Only visible when the Purchasing feature is enabled. Disabled when the selected type does not involve vendors.

Total Amount

Filter to transactions with an exact total amount. Enter the precise dollar value to match.

Results List

The list displays all transactions matching the selected filters.

Columns

Results display: Type (transaction type name), Status (Posted, Voided, or Suspended), Tx # (transaction number), Store, Station, Reference #, Date, Card (customer or vendor name), and Total (transaction amount). Click any column header to sort.

Double-Click / Enter

Opens the selected transaction in its native editor (e.g. Invoice Master, Cheque Master, Journal Entry).

Right-Click Menu

Provides Edit (open transaction) and Print (print the individual transaction document) options.

Actions

Refresh

Execute the search with the current filter criteria. Also triggered by pressing Enter in most filter fields.

Print

Generate a printable report of all currently displayed search results, including all filter titles in the report header.

Close

Close the Find Transaction window.

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