Transactions missing from the Enter Transactions screen

There are a number of reasons why transactions may be missing from the Enter Transactions screen. Use the following information to determine what may be causing transactions not to display.

A filter or search has been applied

You can remove any searching or filtering criteria that may be preventing transactions from displaying. Clear the
Search
and
Filter
fields by selecting
Delete
in each field.

A different journal or posting period is selected

In Journal mode, the application displays transactions for the journal and posting period selected in the upper-right corner of the screen. If the client currently selected has multiple journals, select Delete in the Journal field to view transactions for all of the client's journals for that posting period, or use the dropdown to view a single journal's transactions for the selected posting period.
To see transactions from any posting period, select Delete in the Posting Period field. You can also use the dropdown to view transactions from a single posting period.

A different bank account is selected

In Bank Account mode, the application displays transactions for the bank account selected. If the current client has multiple bank accounts, select Delete in the Bank Account field to view transactions for all of the client's bank accounts, or use the dropdown to view transactions for a single bank account.

Your security group doesn’t have permissions to view transactions of a certain type

The security features in the application can limit staff permissions to view particular types of transactions in the Enter Transactions screen, but not others.
A member of the administrator security group in the application can verify and change the permissions assigned to you through the Setup > Firm Information > Security Groups screen and the Setup > Firm information > Staff screen.

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