Searching for cash office transactions

Use the Cash Office search category to search for the various types of cash office transactions completed in the store.

To search for a cash office transaction, follow these steps:

  1. On the Transaction Search Menu screen, select Cash Office. The application displays the Cash Office Transaction Types screen.

  2. Do one of the following:
    • Select a specific cash office transaction type, and then select Continue.
    • Select multiple cash office transaction types, and then select Continue.
    • Select Select All. All the available cash office transaction types are selected.

    The application highlights the selected types and then displays the Cash Office Transaction Search screen.

  3. Use the table below to enter at least one of the following search criteria.
    Field NameDescription
    Date (Start Date/End Date)

    Enter one of the following:

    • A start date
    • An end date
    • A date range
    Note

    By default, the date range is set to the current business date.

    Time (Start Time/End Time)

    Enter one of the following:

    • A start time
    • An end time
    • A time range
    Terminal Number (From/To)

    Enter one of the following:

    • A terminal number
    • A range of terminal numbers
    Associate ID (From/To)

    Enter one of the following:

    • An associate ID
    • A range of associate IDs
  4. Select Accept. The application displays the Cash Office Search Results screen.

  5. Scroll through the screen to view the cash office transaction search results.