Lists, reports and record management
How do I find a form in a long list?
Search the correct organisation and form/Part list instead of treating all forms as one register.
Navigation: Open Forms 145/146 → Forms Dashboard → relevant form list → Find record... / filters
How to do it
- Open Form 146 List, 145 Part A, 145 Part C or 145 Part D and check its organisation selector.
- Type in Find record... and press Enter to search. To reset it, delete the search text and press Enter again.
- Narrow with Remitter, Remittee, Status and the other filters offered by that list.
- For Form 146/Part D, inspect the Active/Archived toggle if a record is missing.
What to expect
The server-paged list returns the matching records for that list and filter state.
Important details
- A filtered list and a selected batch are different; check Forms Selected before running actions.
- Documents → Transactions is a supporting-evidence view of non-archived forms, not a complete archive register.