Progressive's avatar
11 years ago
Status:
Archived

Search: By Contact across all windows

Hi guys!

 

Is there a function at present to be able to search for supplier/customer names which covers the whole site? ie: Spend/receive money as well as sales/expenses

 

The same format as in MYOB desktop versions where we can 'find transaction' via card, account, invoice etc...

 

We are having trouble finding transactions that have been entered as spend/receive money in the Live Accounts

 

Thanks!

 

"Searching for supplier/customer transactions throughtout entire site"

3 Comments

  • Status changed:
    New
    to
    Open
    Thanks for the great idea Progessive. You can run reports to show payments made against invoices for a specific customer but it doesn't show the spend and receive money transactions as you mentioned. It sounds like we need a card transactions report similar to AccountRight that will show you all transactions for a specific customer/supplier. We would love to hear what others think about this. Please add a vote if you would like this report added.
  • At the moment it is impossible to track payments to suppliers when using spend money. Anyone else agree or have any suggestions. Otherwise each transaction should be a bill?

  • Status changed:
    Open
    to
    Archived

    Thank you for the idea. Unfortunately, this request has had little support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages