Client Transaction Search

To perform a Client Transaction Search

1.  Select a menu path of Utilities Ø Client Transaction Search.

2.  The following window will be displayed:

3.  Select the Match Any Fields (OR) Radio Button.

4.  Set the Period From and To fields to be a duration of one year. Press the Search button. The following window will be displayed:

5.  Select a Line Item and press the Properties button. The following window will be displayed: