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 option to view and hide row filters.
- Use the option to remove the filters.
- Use the option to export the entire list of transactions to an Excel sheet.