linda_monardo's avatar
linda_monardo
Trusted Partner
10 years ago
Status:
Done

Search: Accounts by account name AND number

Why can't we enter either a name or number in account code field and it looks up both number and name tables. Surely in a sql database this should not need to be an either/or option that is selected in setup.

 

"Account selection in transactions"

7 Comments

  • Liam_M's avatar
    Liam_M
    Former Staff
    Status changed:
    New
    to
    Open

    Thanks for your suggestion linda_monardo. As you've mentioned AccountRight allows you to search for accounts by number or name, but not both at the same time. Anyone who would like to see this functionality in a future update, please cast your vote here. 

  • I think it would make sense to automatically search for both and make data entry easier - I have added my vote.

  • BKFr's avatar
    BKFr
    Cover User

    When selecting  accounts if typing numbers use account number, if typing  letters list accounts starting with or (preferably) containing string typed (We don't all think like accountants ;-) ) 

  • YES PLEASE. Would definately like to search by ACCOUNT NAME (not just account number).

  • Status changed:
    Open
    to
    Done

    Hi Everyone

     

    When selecting for accounts using the AccountRight browser interface users the search function will look for any account number or name that matches what you type in. This does include partial account names.

  •  

    Hi MYOB
    Thank you for actioning this (searching with number AND NAME)  ... but it doesn't seem to work. 
    I have just tried it.  I can now search with a LETTER but it doesn't search the "names".
    eg. I typed in "U N I F .. " for searching for an account called "Uniform" but nothing comes up.  Just "U-NIF.. " Hope you can help. 

    (see screenshot below).
    Screenshot 2023-03-08 091741.jpg

    • ballens's avatar
      ballens
      User

      Would love to be able to search by ACCOUNT NAME (not just account number).  

      Eg. Spend Money > select an Account  *** BY NAME *** not by account number or have a choice in that screen.