Searching for transactions

Use these instructions to understand the process for an end user to search for transactions in Banno Online.

1. 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.
2. 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.