Accounting Ideas

Searching for transactions

In the software I find it time consuming to find transactions. Why can't I just say what I am looking for and the system then gives me all transactions in the software that match the criteria. It is so time consuming going in and out of banks/ supplier accounts etc (espcially if the client has lots of them) and has posted incorrectly. Why making seaching a chore it should be the most helpful thing in the software !

  • Guest
  • Jan 27 2021
  • Great Idea Currently In The Works
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  • Guest commented
    5 Sep 11:56am

    Completely agree - I do like the interface and it is all easy to use, however, it is crazy that I cannot search by description or product to check if an invoice for a product has been raised and sent. Right now I have 5000+ invoices to one client/customer and the only info I can search by is invoice number which is not helpful at all as I have to click on each one separately to view the description which is far too time consuming. The invoice description doesn't even show up in the aged debtors report, again it just displays the invoice number and customer. I need more info about the invoice and to be able to search through it all. I cant be the only one who needs to search for invoices in more detail. We need at least a 'description column' in the sales invoices window.

  • Guest commented
    15 Nov, 2021 03:43pm

    Have you tried searching in the audit trail to find what you're looking for?