Forum Discussion

GEORGIEVSKI's avatar
GEORGIEVSKI
Contributing User
3 years ago

Invoice Text Filter Search

hello,

I am wanting to pull up a report of old and new invoices with a specific name that is mentioned  in the invoice.

is there away that this can be done please?

 

thabk you  team

  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User

    Hi

     

    Have you tried 'find transactions'

     

    This appears along the bottom of the command centre screen. Second along after TO do list

     

    There are several tabs to choose from and if you go into the advanced filters there are different fields you can fill in to limit your search . 

     

    The resulting search can then be printed.

     

    Depending on what the specific name that you are searching for actually is there could be a better report that you could export to excel if needed. eg Customer Sales History

     

    Hope that helps

     

    Lisa

    • GEORGIEVSKI's avatar
      GEORGIEVSKI
      Contributing User

      Hi Lisa.

      I will give this ago and let you know .

      Thabk you! 

      • GEORGIEVSKI's avatar
        GEORGIEVSKI
        Contributing User

        Hi Lisa.

        I was not successful, is there a field where I can search "description" ?

         

        in the invoice the name I am trying to filter is in the description and I am struggling with this.

         

        thanks