Search Transactions
Locate and edit a transaction, according to a defined criteria.
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Locate and edit a transaction, according to a defined criteria.
Last updated
Was this helpful?
This section empowers you to search for specific transactions within Mobiloan. Here's a breakdown of the functionalities you'll find:
Search Filters:
Utilize the following search options to narrow down your results:
Refine your search based on the reconciliation status:
All Unreconciled Transactions: View and potentially edit any transactions within your branch that haven't been reconciled yet (between your chosen date range).
All Suspense Transactions: Focus on transactions that are scheduled for reconciliation on a future date (within your chosen date range).
Search by Reconciliation: Search for transactions based on the specific date they were reconciled.
Search Results:
Once you've applied your search filters, the results will be displayed in a table format. This table allows you to further refine your search using column filters (as seen in the screenshot below). By selecting the appropriate date range within the results table, you can then locate the specific transaction you're looking for.
By effectively utilizing these search features, you can quickly find the transactions you need within Mobiloan, saving you valuable time and effort.
