Lookup lock box transactions

When you click this option, the Lock Box Transactions window is displayed.

You can perform these actions in the Transactions grid:

  • Filter the data in the grid using the search field and date range. The default value in the date range field is Today.
  • Click a customer number to access the Customer Inquiry screen in the CSD application.
  • Click a journal number to access the Journal Inquiry screen in the CSD application.
  • Use the Show filter row option to view and hide row filters.
  • Use the Clear filter option to remove the filters.
  • Use the Export to Excel option to export the entire list of transactions to an Excel sheet.