Knowledge Base

Search for multiple items

Limit the search to particular accounts, classes of account or to quickly select just P&L accounts

Extend the search across different reporting periods

Flexibility on which columns to include/exclude

Export on-screen data to excel

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.) 

You can check the boxes of multiple accounts at once

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

Just select the Profit and Loss accounts quickly by selecting 

'Uncheck all' will clear all checked boxes but 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 

In the dates dropdown you can quickly choose:

Or, by simply typing the dates in the date from/to fields you can create a custom selection across periods

Select the settings button  in the blue title bar to change the display settings

From the display settings popup you can choose to include any or all of the following optional columns:

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