---
title: "Back Office Transaction Search"
slug: "back-office-transaction-search"
updated: 2026-07-23T08:31:13Z
published: 2026-08-10T20:23:40Z
canonical: "help.idibilling.com/back-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.

# Back Office Transaction Search

Back Office Transaction Search lets you compile a specific list 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 (see below), transaction status, date entered and so on.

> [!NOTE]
> Note
> 
> The results of a Back Office Transaction Search include both Front Office transactions and Back Office transactions.

To open the Back Office Transaction Search form, from the IDI Desktop Client menu bar:

- Select **Applications > POS Back Office > Transaction Search**.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79839(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A22%3A02Z&se=2026-11-14T12%3A22%3A02Z&sr=c&sp=r&sig=xvTUbF%2BrGD3ZTQ78MRFMaQ0y6xQ3YbT8yBzSOH7VbJ0%3D)

The Back Office Transaction Search form lets you search the system for any POS transactions based on one or more criteria which may be used in any combination.
- Select the search criteria and click **Search**.

All transactions matching the search are displayed in the Back Office Transaction Search Results form. See [Working with back Office Transaction Search Results](/v1/docs/working-with-back-office-transaction-search-results).

#### Transaction Types

| Add Cash | Records the addition of currency when the cash level gets to low in the drawer. |
| --- | --- |
| Adjustment | Records a change in inventory count due to recounts, loss or stolen merchandise, or to account for merchandise missed by previous counts. |
| 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. (More) |
| Exchange | Records the return of a previously purchased item in exchange for a different item and 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. |
| Purchase Order | Records a list of products, quantities, and expected cost of items to be purchased from a specific distributor. |
| Receive | Records a change in inventory due to new merchandise coming in from previously placed orders. |
| 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. |
| Transfer | Records the movement of inventory from one corporate location to another. |