You will inevitably need to look up a past transaction as you manage your church's finances. The Search tool in ChurchTrac makes this quick and easy.
The Search page will allow you to search for transactions by date, payee, category, fund, amount, tag, or a combination of any of these criteria. Click "Search" to see the matching transactions.
This feature can be helpful for tracking expenses for a category or fund, verifying checks written to a specific payee, or simply tracking expenses for a designated date range. If you have uploaded any documents to a transaction (i.e. the receipt, invoice, purchase order, etc.), those will appear also.
From this screen, you can also create a report of your results.