Search Transactions

Locate and edit a transaction, according to a defined criteria.

Welcome to the Search Transaction Screen

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 All Transactions: This will generate a user defined transaction query - based on the following filters

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Viewing 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.

The results table showing the corresponding date ranges of Reconciled transactions.

Select a Transaction Line Item from the table above to view more information about that transaction:

By effectively utilizing these search features, you can quickly find the transactions you need within Mobiloan, saving you valuable time and effort.