Searching for transactions
Use these instructions to understand the process for an end user to search for transactions in Banno Online.
-
Choose an
option.
- Select a singular account from the Accounts section of the dashboard or from the Accounts screen if you only want to search the transactions for a
particular account, and then select
Search.
- Select
Search in the Transactions section of the dashboard to search transactions for all accounts at once.
Note: Once an end user has 21 or more accounts, they can only perform a transaction search on a single account at a time.
- Select a singular account from the Accounts section of the dashboard or from the Accounts screen if you only want to search the transactions for a
particular account, and then select
-
Choose a situation and follow the corresponding steps.
Situation Steps Perform a simple search - Enter the search term, amount, or date.
- Press Enter.
Perform an advanced search - Select Search and sorting options.
- Complete the information in the form as desired, including Date range, Has the words, Amount, Check number, Transaction type, Tags, and Sort by fields.
- Select Search.