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WGA-Accounts's avatar
WGA-Accounts
User
3 years ago

Modification to search function

I would like to request that you look at the sensitivity to search functions.  An example would be where I am trying to allocate a payment to an invoice a client has paid but there is no invoice number but only a name. For example: the reference might be ABC Pty Ltd on the bank statement but when I type in ABC it does not come up and then I eventually find it under THE ABC Pty Ltd.  If I dont type the full name then It doesn't come up.  It would be really time saving if this would work properly

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  • domino01's avatar
    domino01
    Experienced Cover User
    3 years ago

    I feel your pain ha ha 

    I did find though, in Bank Feeds that if you choose the "NEW" button," then "RECEIVE PAYMENT" button then in this window on the empty "CUSTOMER" bar - over to the right there's an arrow and if you click on it, down the bottom of that window there's an "advanced seach" button and in that window you can search for names, invoices or amounts owing (although the amounts don't work if the customer has joined two payments together. Hope this helps