Each transaction in Tradepoint is tracked with a reference number and time/date stamping with the user's information so you will have an activity trail throughout Tradepoint for your business activities.

The Search Tool built into Tradepoint will allow you to search on your accounting activity and information from a very general standpoint to a very detailed level depending on what is necessary for your needs. the Search Tool is built into the G/L screen that you see below.

Searching filters can be seen in the highlighted section of the screen view shown above. the view you are seeing shows the searching options for Invoices. they include the ability to search on the following information:

1. Invoice #
2. Invoice date or date range
3. Amounts
4. If there is a balance
5. Aging amounts and dates
6. A date or date range of when and Invoice was entered
7. Who was Invoiced
8. Who created the Invoice
9. If there is an unallocated amount
10. Status of Invoice
11. Any Bills related to the Invoice
12. Any Payments related to the Invoice

Additional Searching options are also available on the topics illustrated by the icons in the menu shown below. this menu is found in the lower portion of the Search Tool.

A/R payment Search Options include:

1. Payment type
2. Check or Card #
3. Date or date range
4. Amount or amount range
5. Who the Payment was from
6. Who entered the payment
7. A date or date range of entry of payment
8. If there is an amount unallocated
9. Any Invoices related to the A/R Payment
10. Any G/L Accounts related to the A/R Payment

Bill search options include:

1. Bill #
2. Bill date or date range
3. Amount of Bill or range of amount
4. If there is an outstanding balance
5. If there is any aging on the outstanding balance
6. Date or date range for when the Bill was entered
7. Who was billed
8. Who entered the Bill
9. Any G/L Account related to the Bill

Accounts Payable Search Options include:

1. Payment type
2. payment Number
3. Date or date range of Payment
4. Amount or range amount of payment
5. Who the payment was for
6. Who entered the payment
7. The date or date range of payment entry
8. If there is an unallocated amount on the payment
9. Payment Status
10. G/L Accounts associated with the A/P payment

Account Transfer Search Options include:

1. Transfer number
2. Date or date range of transfer payment
3. Any G/L Accounts associated with transfer

Returns/Refunds Search Options include:

1. Return/Refund File Number
2. Date or date range of Return/Refund
3. Amount or Amount range of Return/Refund
4. Date or date range of Return/Refund
5. Contacts associated with Return/Refund
6. G/L Accounts effected by Return or Refund