How to lookup a Transaction by Transaction Number

Transactions can be looked up by transaction number to determine any of the following information:

• Bill to ID for the transaction
• Transaction Date
• Date Entered
• User that entered the transaction
• Batch Number

Transaction numbers can be found on the staff site on a Contact's profile under the Transactions tab. The transaction number is under the Trans Num column in the Transaction Log. Make a note of the transaction number to use in the query.

To find the transaction:

1. In the staff site, go to Continuum
2. Click on Finance Reports
3. Double-click on the query called "Lookup Transaction By Transaction Number"
4. Enter the Transaction number in the Trans Number Equals field
5. Click Find