Use the following procedure to search for and view a patron’s financial transactions:

1.  From the Patron menu, select Search for Patron and perform a search for a patron.

2.  From the Patron List grid, click a row to select a patron.

3.  Select the FT tab. The Accounts grid displays all accounts associated with the patron. Refer to the Accounts Grid Overview for information about each grid column.

4.  To view transactions for an account, check the check box next to the desired account. Multiple accounts can be selected. Alternatively, click the header row check box to view transaction details for all accounts.

5.  If necessary, filter the Financial Transactions grid.

6.  In the Financial Transactions grid, click  View Transaction next to a transaction.