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Transactions Search Report

How to use the Transactions Search Report in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over a week ago

To access the Transactions Search report:

  1. In AccountsPrep, click Reports.

  2. On the dropdown, click Transactions Search.

The Transactions Search Report allows you to:

  • Search for multiple items

  • Limit the search to particular accounts, classes of accounts, or to quickly select just Profit & Loss 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

Below are more details on the functions you can do in this report.


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.)



Filter by accounts

By default, all accounts are selected, and it will show as All accounts selected.

Use the accounts selector drop-down menu to choose which accounts to include/exclude.

  • Click Check All to select check the boxes of multiple accounts at once

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

    Highlighting a class heading.


  • Click Check P&L only to isolate the Profit & Loss accounts

  • Click Uncheck all to 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

  • Use the search bar within the accounts selector dropdown to find accounts quickly



Extend the Search Across Different Periods

In the dates drop-down menu, you can quickly choose:

  • Current Period (default)

  • Prior Period 1

  • Prior Period 2

  • Custom

You can also simply type the dates in the date from/to fields to create a custom selection across periods.


Manage columns

Click Settings to add or remove additional columns.

  • Account

  • Type

  • Batch

  • Total

Click Preview to see what the changes will look like. Click Save to confirm the changes for the next time you open the transactions search page.



Exporting

Click Export to Excel to export the on-screen results to Excel.

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