IN THIS SECTION
Overview
The Transactions Search page allows you to search for Transactions (such as Invoices, Bills, Payments, Credit Notes etc.) across all your entities.
Searching for Transactions
To access the Transactions Search page click on the Search item in the left menu. The first time you access the page all transactions across all companies will be included. The details of each transaction will be shown such as Date, Reference, Contact name and Total.
Searching and Filtering Results
You can enter a variety of search criteria to filter the results and find the transactions you need. The list of available filters is described below. Each time you search and narrow your results, some filters will change to reflect what is available within the current set of results.
| Filter | Description |
|---|---|
| Companies | Select the companies you wish to search for transactions in. |
| Search by text | Enter text to find a specific transaction. The text will be searched for across all the fields of a transaction. So this can be used to search for a specific reference number or contact name for example. |
| Date range | Enter a range of dates to search for transactions that fall within those dates. The transaction date, e.g. Invoice Date, will be used to match on. |
| Due Date range | Enter a range of dates to search for transactions whose due dates fall within those dates. The transaction due date, e.g. Invoice Date, will be used to match on. |
| Type | Select the types of transactions you wish to see, e.g. Invoice, Bill, Payment. |
| Status | Select the statuses of the transactions you wish to see, e.g. Fully Paid, Outstanding, Partially Paid. |
| Currency | Select the currencies of the transactions you wish to see. |
| Contact | Select the contacts you wish to see transactions for. You can search for contacts, deselect all and select all. |
Clearing Filters
Click on the Clear Filters button at the top right to reset all filters, columns and sort order to their default settings.
Paging
The first 100 results will be displayed. If you have more than 100 results you can page through them using the paging tool at the bottom of the screen.
Sorting
You can click on the column heading to sort the results by that criteria. The initial click will sort ascending and an up arrow will be displayed in the column heading, e.g.
Click again to sort descending - the direction of the arrow will change:
Selecting and Changing Column Order
You can choose which columns to display and change the order they appear in when viewing results. To do this
- Click on the cog icon at the top right
- Check/Uncheck the columns you wish to see/hide
- Click and hold the three-bar icon at the left of the column name and drag/drop it into the place required.
- Click on Apply changes
Resetting to default
You can reset the columns to the default values. To do this
- Click on the cog icon at the top right
- Click on Reset to default
NOTE: Any changes you make to the filter, columns and sort order will be saved in your browser for the next time you visit the page.
Totals
If you have selected any of the Totals columns, you can see a sum of all the transactions at the bottom of the totals columns. If the results contains transactions in more than one currency, there will be a total for each currency. You can scroll up and down to see each total if there are more than a few.
Downloading Results
You can download the search results by clicking on the download icon.
