Search Transactions

Select Utilities/Search Transactions or click the down arrow (next to the List icon) in the Data Bar of most screens.

 

 

 

The Search Transactions screen provides sections where you can select filters to determine which transactions are placed in the list of transactions.

 

See Search Transaction Options at the end of this topic.

 

Customize the list of transactions as desired by removing or rearranging columns using Column Configuration.  Multiple configurations can be set and saved - see Memorize Search later in this topic.

 

 

Change one or more of the criteria as follows and click Search to refresh the list of transactions based on the new criteria selected.

 

 

 

Drill down on any transaction by double clicking anywhere on the transaction row.  Drilling down will bring up the transaction in the journal in which it was created.  If the transaction is from a prior period, you will be able to view the entire transaction in the source journal but you will not be able to edit the transaction.  If the transaction is within the current period, you will be able to edit any part of the transaction.

 

Date

 

Year & Period

 

Account

Highlight the account or accounts that you want to filter the transaction list to include.  If no accounts are selected, the list will not be filtered by accounts.  Use the Clear button to clear all selections.

 

Account Code

Use the Account Code field to enter wild character filters for accounts as follows:

 

Contact

Highlight the contact or contacts that you want to filter the transaction list to include.  If no contacts are selected the list will not be filtered by contacts.  Use the Clear button to clear all selections.  If you have a long list of contacts and want to get to one quickly without scrolling, double click in the list box, then start typing the first few characters of the contact Lookup and the cursor will advance to the contact.

 

Journal

Highlight the journal (screen) or journals if you want to filter the transaction list to include only transactions recorded in specified journals (screens).  If no journals are selected, the list will not be filtered by journal.
Use the Clear button to clear all selections.

 

Batch

Select the Batch that you want the transaction search to include.  Select All to not filter the search to any batch.

 

Page Number

Use the Page Number field to enter wild character filters for page numbers (check numbers, etc.).  Use the same wild character rules as described above for Account Codes.

 

 

Amount

Use Amount to search for an amount that is Equal to (=), Less than (<), Less than or Equal to (<=), Greater than (>) or Equal to or Greater than (=>) by selecting the appropriate sign and entering the desired number.

 

Search

Click Search to create a new query applying all criteria selections.

 

Reset All

Click Reset All to clear all criteria and restore to the initial settings.

 

Export

Click Export to export the results of the search as displayed in the grid.  Select the desired format and enter or browse for the file path using the button.

 

 

Print

Click Print to print the results of the search as displayed in the grid.  Due to variations in screen resolution and print drivers, the columns may not print the same width as displayed.  If the columns are not printing the same width as you see on the screen, you will need to change the Print Offset.
To change the Print Offset, click the Options icon .  Increase the number to increase the printed width and decrease the number to decrease the printed width.  Once this is set for your system, printing will be WYSIWYG.

 

Edit Mode/View Mode

Click the Edit Mode button to put the Search Transaction results in Edit Mode.  Clicking the Edit Mode button will perform this search so it is unnecessary to select Search Transactions and then Edit Mode.

 

 

 

If your search criteria includes transactions outside of the current period, a screen will appear warning you that the year and period will be set and locked to restrict the results to the current year and current period.  If transactions need to be edited in a prior period or future period, you will need to open those periods using Utilities/Process Prior Period or Process Future Period.

 

 

All editable columns will have a blue header.  As soon as you change the data in an editable (blue) column, that transaction record is immediately changed in the database.

 

Memorize Search

Memorize Search allows you to memorize all setting for a search, including all criteria and the column settings in the results grid.  Set up your search, then give it a name and click Save.  To perform the search at a later time, highlight the name of the memorized search and click Restore.

 

Total (Total)

The total of all values in the Amount column will appear in the Total box at the bottom of the screen if the Amount column is not hidden using Column Configuration.

 

Debit (Total)

The total of all values in the Debit column will appear in the Debit box at the bottom of the screen if the Debit column is not hidden using Column Configuration.

 

Credit (Total)

The total of all values in the Credit column will appear in the Credit box at the bottom of the screen if the Credit column is not hidden using Column Configuration.

 

Totals at the bottom of the screen will be presented depending upon the columns selected in the grid.

 

Search Transactions Options

Click the icon on the Data Bar for Search Transactions Options.