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Search for multiple items
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Limit the search to particular accounts, classes of account or to quickly select just P&L accounts
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Extend the search across different reporting periods
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Flexibility on which columns to include/exclude
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Export on-screen data to excel
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Filter for multiple search items:
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In the search bar you can search multiple terms/values by separating each item with a semi-colon (;)
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You can include anything in the Details or Reference fields (such as a payee etc.)
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You can also search values (such as payment/receipt amounts etc.)
Limit search to particular accounts:
Use the accounts selector dropdown to choose which accounts to include/exclude...
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You can check the boxes of multiple accounts at once
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You can select whole classes of accounts by clicking on the class heading
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Just select the Profit and Loss accounts quickly by selecting
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'Uncheck all' will clear all checked boxes but note: this will still search for all accounts (it just clears the selection for your convenience to begin checking accounts again)
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Find accounts quickly by using the search bar within the dropdown
Extend the search across different periods
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In the dates dropdown you can quickly choose:
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Current Period (default)
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Prior Period 1
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Prior Period 2
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Or, by simply typing the dates in the date from/to fields you can create a custom selection across periods
Choose which columns to include/exclude
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Select the settings button
in the blue title bar to change the display settings
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From the display settings popup you can choose to include any or all of the following optional columns:
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Account
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Type
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Batch
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Total
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By hitting 'Preview' it will produce the report for you on a once off instance
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By hitting 'Save' it will save these settings for the next time you open the transactions search page
Exporting:
Just like any other report, use the export button
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