Search for Transactions

You can view transactions for a reservation on the Transactions tab in the Navigator. To search for transactions across reservations, use Browse transactions.

Browse transactions lets you search for any transaction type with or without a reservation number. You can perform either a basic search or an advanced search and view the results in a list.

  • Basic search uses general transaction information such as group, department, and transaction type.
  • Advanced search uses specific reservation and transaction fields, such as a bill-to contact.

Open Browse Transactions

  1. Select Billing > Other > Browse transactions.
  2. The Browse transactions window opens.
  3. Select Basic or Advanced to switch search types.

Perform a basic search

Use a basic search to find transactions by commonly used transaction attributes.

Field Description
Starting time The beginning of the transaction date range. Optional.
Ending time The end of the transaction date range. Optional.
Group Search for a person or group associated with the transaction. This field is often relabeled as Employee or Customer.
Department Select a department or leave the value set to (all).
Transaction type Select a transaction type or leave the value set to (all).
Invoice number Enter a search string to find invoices. Searches are not case-sensitive and match only values that begin with the specified characters.
Reservation ID Enter a reservation ID or leave the value set to 0 to search all reservations.
Amount Enter an amount or leave the value set to 0.00 to search all transaction amounts.
  1. Enter the search criteria.
  2. Optional: Select Options and specify the number of records to return.
  3. Select Get data or Refresh.

Work with search results

  • Select Print to print the results.
  • Select Export to export the results to Microsoft Excel.
  • Select an invoice and then select Email to create a pre-addressed email with the invoice attached.
  • Select Filter to modify the search criteria.
  • Select Refresh to rerun the search.
  • Select Reset to restore default column settings.
  • Select Close to close the window.

Perform an advanced search

Use an advanced search to filter transactions by specific reservation or transaction fields.

  1. Select Advanced.
  2. Optional: Enter a start date, an end date, or both.
  3. If the start and end dates are the same, select Use specific times and enter a time range.
  4. Select the fields to search and move them to the selected fields pane.
  5. Optional: Use Field search to find fields by keyword.
  6. Optional: Select Add to favorites to save frequently used search fields.
  7. Enter a value or define limits for each selected field, and then select OK.
  8. Optional: Select Save value to reuse the field values in future searches.
  9. Optional: Select Options to configure additional search settings, including date and time filters, record limits, and room filters.
  10. Select Get data or Refresh.

You can work with advanced search results in the same way as basic search results.