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
Forum Discussion
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
