How to Search for a Transaction

Search to check to see if a client has paid you or if you've paid an invoice to a supplier

Updated over a week ago

Having the ability to search your transactions in-app means that you can keep on top of checking to see if a client has paid you, or if you’ve paid an invoice to a supplier.

It’s very easy to do so: from the ‘Transactions’ tab in-app, tap on the magnifying glass icon in the top right corner of your screen.

  • You’ll then be given the option to type the name of the merchant or client you’d like to search your business transactions for.

  • Tap ‘Search’ once you’ve entered it here and you’ll see a list of all the transactions for that merchant or client!

This is a handy way to quickly find transactions with any of the suppliers or clients that you work with.

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