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How to Search for Recurring Transactions by date

If you are trying to find a specific Recurring Transaction or a list you can narrow down the search by applying a Start and End date. You can do this by: 

  1. Click Reports > Transaction.

  2. Click Filter Search > Source > select only Recurring > select a Start and End date.

  3. Click Search.


This search will show you all the Recurring Transactions that have been processed between the dates selected. 



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