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Idées AgExpert Comptabilité
Catégories Transactions
Created by Guest
Created on Jan 3, 2024

transaction searching

When you are searching transactions in the purchases and you click on one and then go back, dont take me back to the home screen where I have to retype in what I am searching for.

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  • Admin
    Steve Tippe
    Jan 2, 2026

    Check out our new Transaction Search page, I think you'll find the functionality there will meet your needs until such time as we can improve the same function in our Purchases and Expenses pages. Thank you!

  • Guest
    Jul 11, 2025

    This is a problem, as indicated. Even though the supplier is still in the search bar, it no longer lists this customer and instead it shows all suppliers again. I have to click on the search bar to remove what is typed and then re-type it. It won't even narrow the list if clicking on the search bar where the supplier is still typed out and hitting enter. I literally have to back space to get rid of it, type it again and then start over.

2 MERGED

Be able to search the description in the transaction screen

Merged
She was looking for some supplies she had purchased from a retailer and had to go into every retailer entry
Guest almost 3 years ago in  0
1 MERGED

Sorting on the withdrawal page

Merged
Can we showcase/sort by what was out of bank account, credit card, etc.
Guest almost 3 years ago in Transactions 0
5 MERGED

Transaction search - Add column for description

Merged
Several customers have expressed that in the old Analyst they found the edit/reverse tool practical because they could search by a description. It would be practical if we added this feature in Accounting too.
Guest 24 days ago in Transactions 0
16 MERGED

Search from Transaction Screen

Merged
I want to be able to search previous transactions while inputting my data. Just like using the File Cabinet on Analyst. Now I have to close the transaction window, go to search transaction and then close that and go back to the transaction screen....
Guest 11 months ago in Transactions 0
12 MERGED

Search functions

Merged
It would be nice to have a Master Search in the bar on top that would be able to search for an amount or word in everything, Customers and Receivables, Vendors and Payables, Chart of Accounts, etc. Also to be able to customize the search right in ...
Guest over 2 years ago in Rapports / Transactions 2
14 MERGED

looking up past entries

Merged
Be able to search for previous entries by description. Example - if you have purchased a vacuum and have that entered in the description and you go to see when it was purchased - once you start entering vac - it will show up. Also if you want to l...
Guest 2 months ago in Transactions 5
12 MERGED

Transaction search screen hard to use

Merged
While searching for duplicate refence numbers the transaction search screen reverts back to 50 per page and goes to the beginning of the search after correcting the error. It is just a waste of time to have to reset every time you need to delete o...
Guest 5 months ago in Transactions 0