Chapter 9 Transactions
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M YOB Accounting M YOB Premier Asia
To find a t ransact ion using t he Find Transact ions w indow
1 From any com mand centre, click
Find Transactions
.
2 In the
Find Transactions w indow, click the appropriate tab—for exam ple,
the Card
tab to search by card.
3 Filter your search using the
Search By and date
range fields. For exam ple, to search for all transactions m ade during January 2005 relating to
customer Acme Sales Ltd., you would specify the following filters on the
Card
tab.
4 Click the
Advanced
button if you want to narrow your search further. When the transactions that m atch your search criteria appear in the
Find Transactions
w indow, you can view a transaction in detail by clicking the
zoom arrow next to it.
To find a t ransact ion using t he Sales Regist er w indow
The
Sales Register
w indow displays open and closed invoices, quotes, orders, and returns and credits. You can even view a list of all sales, if you
choose.
1 Go to the
Sales com mand centre and click
Sales Register . The
Sales Register
window appears.
2 Click the tab of the sales category you would like to view—for exam ple,
Open Invoices .
3 [Optional] Filter your search using the
Search By and date range fields.
When the transactions that m atch your search criteria appear in the Sales
Register w indow, you can view a transaction in detail by clicking the zoom
arrow next to it.
To find a t ransact ion using t he Purchases Regist er w indow
The Purchases Register
window lists all open and closed purchases, quotes, orders, and returns and debits. You can also view a list of all
purchases.
1 Go to the
Purchases com mand centre and click
Purchases Register . The
Purchases Register w indow appears.
Finding a transaction
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User Guide
2 Click the tab of the type of purchase you would like to view—for exam ple
All Purchases .
3 Filter your search using the
Search By and date range fields.
When the transactions that match your search criteria appear in the
Purchases Register window, you can view a transaction in detail by
clicking the zoom arrow next to a it.
To find a t ransact ion using t he Bank Regist er w indow
You can use the Bank Register
window to find Spend M oney and Receive M oney transactions, cash sales and purchases, and custom er payments.
1 Go to the
Banking comm and centre and click
Bank Register . The
Bank Register
window appears.
2 Specify the cheque or credit card account you used for the transaction in
the Account
field.
3 In the
Dated From and
To fields, enter the date range w ithin which the
transaction w as recorded. All transactions between and including these dates will be listed.
4 Locate the transaction you want using the scroll bar and then click the
zoom arrow to its left to view it in its original window.
To find a t ransact ion using t he It em s Regist er w indow
The Items Register
w indow gives you quick access to transactions relating to item s. When the register is filtered to show a single item , a running
balance of the item ’s quantities and values appears.
1 Go to the
Inventory com mand centre and click
Items Register . The
Items Register
window appears.
2 In the
Search By field, specify w hether you want to view transactions for
all items or a single item.
3 If you selected
Item at
step 2 , type or select the item num ber in the field
that appears to the right of the Search By
field.
Chapter 9 Transactions
Kategori