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
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
