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


Exporting

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.


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