Home > Managing Banking Information > Managing Bank Account Information > Finding Saved Bank Adjustments

Finding Saved Bank Adjustments

When you save an adjustment to a bank account, you may need to locate that adjustment later.

Note: If you cannot locate the adjustment, try the Search All option. For more information, see Searching All Records.

To find a bank adjustment that you have saved:

1. Choose Banking > Make Bank Adjustments, or click Make Adjustment in the Banking section of the task bar on the right. In the Bank Adjustments dialog box, click Find at the bottom.
   or
   Choose Search > Bank Adjustments.
2. In the Search Criteria Selection for Adjustments dialog box, specify information in the filters at the top of the dialog box.
   For example, you can search for comment text, accounts, amount, reason, or vendor. (With an amount you can search for amounts that are <, <=, >, >=, or = than the specified amount.)
3. To view only adjustments 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 adjustments, to view an adjustment's information, select the adjustment in the list and click Detail at the bottom of the dialog box.
7. If you don't find any matches, click Close.