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Lost Transactions

Sometimes you may think you have lost a transaction you have entered. Here are the main reasons people can't find what they're after:

Using Jump Search to find transactions

The Jump Search function in Saasu can be very useful in finding missing transactions. You will find the Search box in the top right hand side of any screen in the Saasu application. You can use Jump to search for transactions with the following information:

How do I find a transaction if I have done none of the above?

The best way is to run the list of transactions for the maximum filter set, preferably for the contact in question. For example, you can list all Quotes, Orders and Sales for the required contact from 01Jan1900 - 01Dec2100. This will catch most of their transactions.

Another approach is to run a Contact Statement report for the contact you would have used for a large date range to see if there are any outlier transactions where you may have entered the transaction dates incorrectly.