Purchases: Search transactions

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Partner SueVenHy
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Partner
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Purchases: Search transactions

Inside buttom "Purchasers" - where there is a buttom for "Customers" perhaps a button called "Numberical Search"

 

There are times when someone pays into your bank account and only provides a dollar value.

 

So to have a button that you are able to put a dollar value in and do a search by numbers rather than name would be advantagous.

 

So you could click open the button put in say $256.23 and it will take you to that invoice in the system?

 

What do you think

 

Cheers

Sue

 

 

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MYOB Moderator Steven_M
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Re: SEARCH BUTTON - Status changed to: Already in product

Hi Everyone


AccountRight has a feature called Find Transactions. This allows the user to find a transaction based on a number of different factors such as Accounts, Card, Item, Invoice, Bill... You can access this feature using the Find Transaction button at the bottom of the Command Centre. Most of the options allow for advance filters to be selected for where you can search by an amount and/or ID number.

 

For example you can select Find Transactions>>Invoices>>Advance Filters>>Search by: All Invoices and enter the Amount value. This will search all invoices within that date range with that amount.

Kind regards,
Steven

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