Using the Query feature in the Transactions module, you can search for transactions in the following ways:
Quick Queries allow you to perform a search using a single field, such as the Account Number or Transaction Date.
System Queries allow you to search for transactions using predefined criteria. For example, depending on your role, you can use a System Query to search for all your transactions that were posted in the past 60 days or transactions that have been awaiting approval for the past 60 days.
Advanced Queries allow you to design your own queries and specify a more complex set of criteria, such as a date range and an account number within a given hierarchy.
After you perform a search, the results display on the Transaction List screen.
You can save an Advanced Query so that it is available for future use. You can also set an Advanced Query as the default query, which runs automatically every time you display the Transaction List screen. For more information, see Managing Advanced Queries.