Transaction Lookup drawer
With the Production Accounting Suite (PAS), you can quickly search across all transactions in Wrapbook using the Transaction Lookup drawer.
The Transaction Lookup drawer provides a search box and filters that you can use to find specific transaction(s). When you click on a transaction # in the drawer, it will open in a new tab so you can easily reference it while continuing to work on your current transaction.
How to access the Transaction Lookup drawer
The Transaction Lookup drawer is available to use with any purchase order (PO), accounts payable (AP) invoice, journal entry (JE), or payroll invoice (PR) that you’re managing in Wrapbook.
To access the Transaction Lookup drawer:
Click an individual transaction #. You can also click on the dashes if the transaction hasn’t been assigned a number yet
In the top-right corner of the page, click the lookup icon
When you click the lookup icon, the Transaction Lookup drawer will open on the right-side of the page. If you open the Transaction Lookup drawer from a transaction that has a vendor attached to it, the results in the drawer will be automatically filtered to show only transactions from that vendor. To show all transactions, click Clear filters.
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The Transaction Lookup drawer is available on all POs, AP invoices, JEs, or PRs. To open it, click the lookup icon.
How to use the Transaction Lookup drawer
In the Transaction Lookup drawer you can do the following:
Search
Transaction headers
Payment numbers
Filter by
Vendor name
Type of transaction: AP invoice, Journal entry, Payroll, or Purchase order
Status of transaction: Closed, Declined, Draft, Open/Approved, Pending approval, Pending revision, Posted, Unposted, and/or Void
Created by
View a summary of the transaction
Transaction #
Date
Status
Amount
Name of vendor
Transaction type: PO, AP, JE, VP, or PR
Created by
Created date
Payment # (if applicable)
Open a transaction in a new tab
Click a transaction number to open the transaction record in a new browser tab
This allows you to easily reference the transaction as you continue working on your current transaction
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You can use the search bars and filters in the Transaction Lookup drawer to find specific transactions. Click on a transaction number to open it in a new browser tab.