• From: USA
  • Registered: 06/30/2009
  • Posts: 39

Topic: Searching for Transactions

Hello Joe, Janusz and crew,

  There doesn't currently appear to be a way to search for transactions except for under Setup > View or Print Transactions, and that is only by ID.  However, it would be really helpful if we could search on other criteria as well, such as:

- Range of Dates (e.g. 8/1/09 through 8/14/09)
- Reference
- Range of Total amount of journal entry/deposit/etc.  (e.g. "all deposits between $200 and $235")
- Who was it for?  ("To the order of")
- Tags (when this feature gets added smile)
- Memo

  These fields would make finding errors much easier.

  What do you think?  Thanks VERY much for such a great product!

~Tom

  • joe
  • Administrator
  • Offline
  • Registered: 03/15/2007
  • Posts: 5,107

Re: Searching for Transactions

This is partly possible in release 2.2 (range, reference and type).

/Joe

  • From: USA
  • Registered: 06/30/2009
  • Posts: 39

Re: Searching for Transactions

Sounds great!  I'll wait and see if that works well enough for us then.  Thanks!