Sage 50 Accounts
Search – Quickly find a transaction
The ability to find a transaction quickly and easily within a list can save a lot of time and effort, thus saving you scrolling though hundreds of transactions to find the transaction you want. The more transactions you have the, the more useful this option becomes.
Find a transaction
To access the find option click Transactions, then Find.
The find option is then split into the following areas:
Find Enter the text you want to search for
EXAMPLE: Account reference, transaction number, date, amount, details etc.
Search in Choose the field you want to search in.
EXAMPLE: If you are looking for an account reference, choose the Account Reference field from the drop-down list.
Match Choose the type of match you are looking for from the following.
Any finds all transactions that contain the details you have entered, anywhere in the field you are searching on.
EXAMPLE: Searching for an Account Reference containing the text JON, matching the Any option, finds JON, JONES, JOHNSTON, PJONES.
Whole finds the transaction that contains the exact details you have entered.
EXAMPLE: Searching for an Account Reference using the whole option only finds JON, not JONES, or JOHNSTON or PJONES.
Start finds all the transactions that contains the details you have entered at the beginning of the box you have searched on.
EXAMPLE: Searching for an Account Reference JON at the start of the box finds JON, JONES, and JOHNSTON not PJONES.
Case Select this check box if you want your search to pick up capital and Sensitive lower-case letters, exactly as specified in the Find What box.
You can also use the search and filter options to restrict the records that appear, we will go through filters next month. If you would like help with searches or correcting transactions etc or if you need any other help with your Sage 50 Accounts, please contact us