AccountsPrep - Transactions Search Report

How to utilise the Transactions Search Report on AccountsPrep.

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


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

Applies To

  • AccountsPrep integrated companies.


Below is some more detailed information on these functions.

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 drop-down 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. Please note that 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 drop-down menu.

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

  • 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

  • Selecting Preview will produce the report for you on a once-off instance

  • Clicking Save 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.

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

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