Searching by Reference Number

There are two ways in which to search for a specific payment when you have the reference number, directly on a report or from the overall search option.

Follow these steps to search on a report

  1. On the home page, click Reports → select any report.

  2. Generate the report with any criteria you desire.

  3. On each report, beneath where you set your criteria, you will see a search bar to the right hand side.

  4. Enter the Reference Number that you are looking for and hit enter.

  5. All results matching your search criteria will be returned.

 

Follow these steps to search overall

  1. On the home page, click on the Search Bar in the top right hand side beside your name.

  2. Enter the Reference Number that you are looking for and hit the Enter button.

  3. All results matching your search criteria will be returned.

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