Invoice Text Filter Search

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

Hi Lisa.

I will give this ago and let you know .

Thabk you! 

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

What are you looking for exactly?

The only description in find  transactions is the description of the transaction not the payee

This makes looking for a contact in spend money is going to be difficult 

What other fields can you think of that would be used to narrow the transactions down

Is there a particular general ledger code you use for instance

Is there an amount that you know?

Lisa

how about the purchase register report 

you can customise the report to show the journal description

Worth a look

Lisa

Hello,

What i am trying to do is to filter out a specific name of somebody from the description section of the invoice.

eg: John Smith is used very commonly in our descriptions, so i am trying to filter all the invoices that have 

John Smith in the invoice description area,

Thanks for your help in advance.

Hi

I have attached a screenshot of a spend money transaction

Can you tell me what fields you typically fill out so that I can assist further

Lisa

Hi again

try this

go to reports

bank transactions 

select the dates you want

in customise , down the bottom is an empty box with a dropdown box

select name

payee

apply

refresh report

you then need to export to see the additional fields

hope this helps

Lisa

I have attached two files 

one shows a spend money transaction , this is to show you that there is a contact name in the transaction

The next is the excel spreadsheet exported from the gl report with all customised fields included,so you can see what field is found where.

I have limited the dates to pick up the example 

Hope this helps you

Lisa