List Deleted Transactions

Jennifer Maroney — Mon, 17 Nov 2008 16:15:00 GMT

Here is a quickie but a goodie. If you post a transaction in FE and then delete it, the record will remain in the database. This allows you to have a paper trail in subledgers for transactions posted to General Ledger. You can create a transaction query to list all deleted transactions based on criteria such as transaction date, record type, or product ID. Here's how:

Create a new transaction query.
On the Criteria tab, select the following:
Transaction, Deleted? [equals] [Yes]
And/Or Transaction, Payment, Voided? [equals] Yes
To limit the transactions to a specific type, select Transaction, Transaction type [equals] [type].
Select any other desired fields on the Criteria and Output tabs.
Run the query.

Take a look at the Where's Waldo's Transaction post for information about viewing deleted transactions on the Activity tab of records.

Talk to you soon!

Where's Waldo's Transaction?

Jennifer Maroney — Thu, 12 Jun 2008 13:13:00 GMT

Have you ever found yourself in a situation where you're looking for a transaction but it's missing from the Activity tab of the record? You know the charge exists because you're the one that added it or you've seen it before, but where did it go? Where's Waldo's transaction?

Well, the good news is you don't have to search the line at the theme park for it . If the transaction was posted and then deleted, all you need to do is adjust your user options to view deleted transactions.

To view the deleted records, select Tools, Options from the menu bar. On the options screen, select the Records tab, highlight Activity, and mark the Show deleted transactions checkbox. After you click Apply and then OK, open the record and the transaction will now show.

Remember, this change is only for your user name. If you hear your coworkers asking "where's Waldo's transaction," impress them by adjusting their user preferences and leave the Waldo searching to the kids.

Talk to you soon!

The Ledger : deleted transactions

List Deleted Transactions

Where's Waldo's Transaction?