Banking Transactions Look Up Screen

Transaction Type

Used to select the Transaction type associated with the batch you want to find. On a Banking Transactions look up, this field defaults to Banking Transactions and may not be edited.

Batch ID

Unique alpha-numeric identifier of the batch. Entering an identifier in this field insures that only Banking Transactions from one batch will be returned on the search (since each batch has its own unique batch number). You can leave this blank if you are not looking for a specific batch or do not know the ID number.

Reference Number

Number representing the specific Banking Transaction in the batch. Each Banking Transaction added to a batch is given a reference number by the system. Entering a batch ID and reference number insures that only one Banking Transaction ill be returned on the search (since each Banking Transaction has its own unique batch ID and reference number). You can leave this blank if you are not looking for a specific batch or do not know the ID number.

Entered Dates

From/To

Use to select the dates associated with the Banking Transactions you want to search.

• To search a specific range, enter a From date and a To date. StaffSuite will find all Banking Transactions dated between and including the two dates entered.

• To search for Banking Transactions since a given date, enter a From date only. StaffSuite will find all Banking Transactions dated after and including the date entered.

• To search for Banking Transactions prior to a given date, enter a To date only. StaffSuite will find all Banking Transactions dated before and including the date entered.

• To search for a specific date, enter the same date in the From and To fields. StaffSuite will find only those Banking Transactions entered on that date.

You can also leave this field blank if you are not looking for a specific date range.

Click here for information on using StaffSuite's calendar.

Transaction Status

Current status of the Banking Transaction(s) you want to find. The status of a Banking Transaction changes automatically as it goes through the payroll/billing cycle.

Possible Transaction Statuses are:

• Posted

• Unposted

You can select <all> to search for all statuses.

OK

Runs the search based on the criteria entered in the fields on the window.

Cancel

Closes the window without running a search.

• Add Banking Transactions

• Delete Banking Transactions

• Import/Select Banking Transactions