Feature Tips: Advanced Transaction Search Secret

Did You Know That Advanced Transaction Search Can Help You See a Specific List of Account Balances?

You may want a report that shows all Family account balances as of today’s date – plus anything outstanding – but you DON’T want to include fees that have been posted and are yet not due. What do you do?

Did you know that you can do an Advanced Transaction Search for a data range that doesn’t include future dates to do this? Make sure you have Unpaid Fees Only marked to “yes” to do this.

By |May 9th, 2014|Software Tips|Comments Off on Feature Tips: Advanced Transaction Search Secret

About the Author:

After studying graphic design at the University of Georgia, Jill held several positions in media and marketing including Art Director, Editor and Marketing Director. As a student of dance, she has spent plenty of time in children’s activity centers and puts that experience to work for her in the work she does with Jackrabbit. In addition to her interest in dance, Jill also enjoys sports, gourmet cooking, entertaining, singing and spoiling her five grandchildren.


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