--- title: "About Front Office Transaction Search" slug: "about-front-office-transaction-search" updated: 2026-07-29T20:21:47Z published: 2026-08-10T20:13:41Z canonical: "help.idibilling.com/about-front-office-transaction-search" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # About Front Office Transaction Search Front Office Transaction Search lets you compile a specific list of transactions based on a set of user-specified criteria. You can make the search as broad or limited as you want. Some examples of search criteria are: transaction type, transaction status, transfer reason, order status, order state, date entered and so on. **(More)** **Receipt Number** To search on Receipt Number enter the value in the applicable field. Wildcards are accepted in this field. **Store and Register** These criteria let you search based on the store where the transaction took place. You can find transactions for all of a particular store's registers or limit the results to a single register. #### Include Inactive Stores Check to include inactive stores, or leave unchecked to exclude them. #### Store Select a store from the drop-down list. #### Register Once you select a Store, you can select one of that store's registers from the drop-down list. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79838(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) **Entered By and Entered Date** These criteria let you search based on the user that initiated the transaction and the date when the transaction was initiated. You can use these criteria individually or in combination. #### Entered By Check any number of users using the Entered By check boxes. #### Entered Date You can enter a closed range by specifying a From and To date, or an open-ended range by specifying just the From date or just the To date. To enter a date range: 1. First check the corresponding box (From and/or To). 2. Then enter the date directly or use the drop-down arrow to display the calendar. ![Search On Entered By and When](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/33204(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) **Order ID** To search on Order ID enter the value in the applicable field. Wildcards are accepted in this field. **Reference Number** When a transaction is performed on a register, the system gives it a reference number. You can search on this Reference Number. Wildcards are accepted in this field. **Serial Number** You can search on the Serial Number. Wildcards are accepted in this field. **Customer Information** You can search on customer information. Wildcards are accepted in these fields. #### Account Number Enter the customer's account number. #### Customer Name Enter the customer's name as it appears in the account. #### Card Number Enter the credit card number used for the transaction. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34854(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) **Associate / SC** 1. Enter a **Sales Channel**. Enter the sales code in the first field, if applicable. If you do not know the sales code, enter the sales name in the second field. Use ***** as a wildcard. > [!NOTE] > Note: > > The Sales Channel button is disabled, if more than 1000 records are detected. You must enter either an exact match of the sales code or sales person. The text field turns yellow when a match is found. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12311(1).bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) 2. Once you enter data, the **Sales Channel** button is enabled. Click the button to view the Sales Tree window. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/12312(1).bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) Select a Sales name from the list and click **OK**. **Transaction Type** | Add Cash | Records the addition of currency when the cash level gets too low in the drawer. | | --- | --- | | Bill Payment | Records the dollar amount received from a customer and applied toward the account balance. | | Drawer Reconciliation | Compares the amount of tender physically in the drawer as compared to the amount recorded by the system. | | Exchange | Records the return of a previously purchased item in exchange for a different item and difference in the prices of those items. | | Float | Records the amount of cash in the drawer prior to any front office transaction after a reconciliation. | | Float Correction | If an error was made during a float transaction, you can correct the amount with a float correction. Float correction can only be used before the first sale transaction after a float. | | Open Drawer | Records the opening of the drawer for a purpose that does not include a sale or change the recorded cash level in the drawer. This is generally used if an incorrect amount of change was given to a customer or when you need to count the drawer. | | Petty Cash | Records cash removed from the drawer for store-related purposes. That cash is no longer consider part of the store's revenue. | | Return | Records the amount tendered to a customer when a previously purchased item is returned. | | Sale | Records the sale of an item to a customer in return for a tender amount. Bill payments that are made as part of a regular sale are considered a Sale transaction. | | Skim Cash | Records the removal of excess cash from the drawer for security reasons. | **Transaction Status** Search based on the current status of a Front Office transaction as indicated on the Transaction Detail windows. You can use any combination of statuses. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/34661(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) **Order Status and Order State** These criteria may be used individually or in combination, for example to find all transactions for a specific order status/order state combination. Select any number of order statuses or order states by checking the corresponding boxes. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/35789(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) > [!NOTE] > Note: > > The results of a Front Office Transaction Search are limited to Front Office transaction types. **More** | Add Cash | Records the addition of currency when the cash level gets too low in the drawer. | | --- | --- | | Bill Payment | Records the dollar amount received from a customer and applied toward the account balance. | | Drawer Reconciliation | Compares the amount of tender physically in the drawer as compared to the amount recorded by the system. | | Exchange | Records the return of a previously purchased item in exchange for a different item and difference in the prices of those items. | | Float | Records the amount of cash in the drawer prior to any front office transaction after a reconciliation. | | Float Correction | If an error was made during a float transaction, you can correct the amount with a float correction. Float correction can only be used before the first sale transaction after a float. | | Open Drawer | Records the opening of the drawer for a purpose that does not include a sale or change the recorded cash level in the drawer. This is generally used if an incorrect amount of change was given to a customer or when you need to count the drawer. | | Petty Cash | Records cash removed from the drawer for store-related purposes. That cash is no longer consider part of the store's revenue. | | Return | Records the amount tendered to a customer when a previously purchased item is returned. | | Sale | Records the sale of an item to a customer in return for a tender amount. Bill payments that are made as part of a regular sale are considered a Sale transaction. | | Skim Cash | Records the removal of excess cash from the drawer for security reasons. | To open the Front Office Transaction Search window, from the IDI Desktop Client menu bar select **Applications > POS Front Office > Transaction Search**. This displays the Front Office Transaction Search window. **Show Picture** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/32406(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A12%3A22Z&se=2026-11-14T12%3A12%3A22Z&sr=c&sp=r&sig=O6bbg5U4tlWU0kHrmFr%2FEaQ4oIDMFM7nKDnvXzcJbM4%3D) See also: [Searching a Front Office Transaction](/v1/docs/using-the-front-office-transaction-search-window) [Sales Request Search Results](/v1/docs/sales-request-search-results) [Fulfillment Request Search Results](/v1/docs/fulfillment-request-search-results) [Reconciling a Cash Register](/v1/docs/reconciling-a-cash-register)