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Searching for a Transaction

  • 23/01/2026
  • Knowledge

How To
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Learn how to navigate LEAP to search, sort and view accounting transactions by type, period, amount or description. You can also print results and open transactions from the Search Transactions window. 

  • Desktop
  • Web

  1. Click the LEAP Menu > Accounting > under General > Search Transactions.

  2. Select a transaction type, such as Adjustments, from the list on the left-hand side.

  3. Nominate the period of your search.

    Select the appropriate period from the drop-down list of options or select the date range in the appropriate to and from fields.

    You can also enter an Amount to search for.

  4. Enter a Transaction Number or Description in the Search For field then click Search to narrow your search.

  5. You can sort your results, by clicking the column headings to reorder the list in ascending or descending order.

  6. Click Printer on the toolbar to print your search results.

  7. Open a transaction to view it.

    This process is also useful in identifying which invoices are related to specific adjustment or matters in LEAP, as well as which staff members have finalised a particular transaction.

  1. Click  > Accounting > under General > Search Transactions.

  2. Click User-added image then select a type.

  3. Select a Date Range from the drop-down list.

  4. Change the From Date and To Date fields to show a Custom Date Range.

  5. Enter a Transaction Number or Description in the Search field to narrow your search.

    You can also enter an Amount to search for.

  6. You can sort your results by clicking the column headings to reorder the list in ascending or descending order.

  7. Open a transaction to view it.

Last Modified Date
23/01/2026 1:21 pm
Title
Searching for a Transaction
URL Name
Searching-for-a-transaction

Resolution
Office AccountingTrust Accounting

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