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Finding Credit or Debit Card Transactions

Once you've used a card for paying bills and entered the information in Brass Jacks Bookkeeper, you can locate existing transactions.

To find company card transactions:
  1. In the Brass Jacks Bookkeeper workspace, click Credit Card Payment in the Payables section in the workspace. In the Bill Payments By Credit/Debit Card dialog box, click Find at the bottom.
    or
    Choose Search > Card Payments.
  2. In the Search Criteria Selection for Credit/Debit Card Transactions dialog box, specify information in the filters at the top of the dialog box.
    For example, you can search for a specify card's transactions, the payee for a bill, the account for the transaction, a memo, or amount.  (With the amount you can search for amounts that are <, <=, >, >=, or = than the specified amount.)
  3. To view only transactions dated within a specific date range, select a date range from the Predefined list or indicate specific To and From dates. (You can type the dates or click the arrow to select a date on a calendar.)
  4. After changing the search criteria, click Find at the bottom of the dialog box.
  5. If necessary, change the search criteria and click Find again.
    To do another search from scratch, click the Clear button and specify new search criteria.
  6. In the list of matching transactions, to view a transaction's information, select the transaction in the list and click Detail at the bottom of the dialog box.
  7. If you don't find any matches, click Close.