The transactions search report gives you the opportunity to:

  • Search for multiple items

  • Limit the search to particular accounts, classes of accounts, or to quickly select just P&L accounts

  • Pull up flagged transactions

  • Extend the search across different reporting periods

  • Be flexible on which columns to include/exclude

  • Export on-screen data to excel

Filter for multiple search items

  • In the search bar you can search multiple terms/values by separating each item with a semi-colon (;)

  • You can include anything in the Details or Reference fields (such as a payee etc.)

  • You can also search values (such as payment/receipt amounts etc.)

Limit search to particular accounts

Use the accounts selector dropdown menu to choose which accounts to include/exclude.

  • You can check the boxes of multiple accounts at once

  • You can select whole classes of accounts by clicking on the class heading

  • Isolate the Profit and Loss accounts quickly by selecting them

  • 'Uncheck all' will clear all checked boxes. Note: this will still search for all accounts (it just clears the selection for your convenience to begin checking accounts again)

  • Find accounts quickly by using the search bar within the dropdown menu

Extend the search across different periods

  • In the dates dropdown menu you can quickly choose:

    • Current Period (default)

    • Prior Period 1

    • Prior Period 2

  • Or, by simply typing the dates in the date from/to fields you can create a custom selection across periods

Choose which columns to include/exclude

  • Select the settings button in the blue title bar to change the display settings

  • From the display settings pop up menu you can choose to include any or all of the following optional columns:

    • Account

    • Type

    • Batch

    • Total

  • By hitting 'Preview' it will produce the report for you on a once-off instance

  • By hitting 'Save' it will save these settings for the next time you open the transactions search page


Just like any other report, use the export button to export the on-screen results to excel.

Note: In the settings option to the right of the export button, you can add additional columns as shown below.

Did this answer your question?