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penny-schilz
Level 1

I used to be able to search by payee but I no longer see that option unless I'm missing something?

 
1 Comment 1
Kristine Mae
Moderator

I used to be able to search by payee but I no longer see that option unless I'm missing something?

Yes, you can still search by payee when you use the Advanced Search feature, Penny-schilz.

 

This tool helps you find transactions quickly and easily. Let me guide you how:

  1. Click the Magnifying Glass icon.
  2. Select Advanced Search.
  3. Click the Search drop-down arrow, then select expense transactions (Example: Checks and Expenses).
  4. Select Payee and the name. 
  5. Click Search.

 

For more details, check this reference on how to search for transactions

 

We're here to lend a hand if you have other concerns. Feel free to visit the Community any time. 

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