Forum Discussion
Hi again
i know there has been a bit of back and forth with this request
if find transaction isn't working because you can't find the bank transaction because it doesn't,t sort by supplier name.
the only thing you can search on is the description which , if you use bank feeds , is the statement entry from the bank
so if ,for eg, you pay Big Black Books but the bank entry is direct debit BBBooks you won,t find it by searching for big black books you would need to use BBBooks
the best business practice for recording invoices from suppliers and their subsequent payments is to enter a bill and then record the payment of the bill as and when it is paid. Especially if you use them a lot
sorry there isn't an easy solution ..
lisa
- ttcm3 years agoContributing User
Hello, its a cash transaction and I just want to search by supplier name? how do I do this?
- LRBooks613 years agoUltimate Cover User
Hi
You can't
what are you trying to achieve ?
perhaps what you want to achieve can be done another way
as I said before you need to know what you are looking for from the bank statement to successfully use the banking find transaction
have you thought of doing a search in the bank itself. How did you pay the account
most banks will have payee names that you can search for transactions
this will give you the statement text that you can search with
lisa
- ttcm3 years agoContributing User
The payment does not have a bank transaction as its cash. I just simply want to look up the price I paid a supplier. This is why I want to search by supplier name. Also, I would like to see what other transactions I have done with them in the past. Other finance software has a simple search feature.... not sure why the supplier name would be complicated or not available? Seem common. Thanks for your help. Hopefully you can suggest a way.
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