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blueview1901
October 16, 2024
Question

How to search for reference # in a DEPOSIT?

  • October 16, 2024
  • 1 reply
  • 0 views
When I RECEIVE PAYMENTS and enter the check # in the REFERENCE BOXI can do a search for that Check# and readily find it. If I do a straight DEPOSIT and enter the check# in the REFERENCE # box it cannot be found. That makes no sense to me. How can I find REFERENCE #'s I enter in a DEPOSIT?

    1 reply

    Candice C
    Candice C
    October 16, 2024

    Good morning, @blueview1901. 

     

    It's great to see you back in the Community! 

     

    You can search for transaction by doing the following steps: 

     

    1. Go to the Search icon.
    2. Select the desired transaction from the results that automatically populate under the search bar.
    3. If the transaction you’re looking for doesn’t appear in the results, tap Go to transactions search.
    4. Adjust the filters to find the type of data you want. Choose More Filters and enter other details. This should give you a list of transactions that meet your filter criteria.
    5. Select the Gear icon to customize your results, then select the columns you want to display.
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    blueview1901Author
    October 16, 2024

    Unfortunately, NONE of that works. It's unbeliveable to me. What good is putting a REFERENCE # in the REFERENCE BOX when you make a deposit if you cannot search for that REFERENCE #? RECEIVE A PAYMENT and put a $ in the REFERENCE BOX and you can search and find it IMMEDIATELY!

      Candice C
      Candice C
      October 16, 2024

      Hey again, @blueview1901. 

       

      Thanks for replying back and letting us know that those steps didn't work for you. 

       

      Let's try doing some troubleshooting instructions to help resolve the problem or narrow down the cause: 

       

       

      Please come back and let us know if any of these actions helped or not. I'll be waiting for your response! 

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