Clicking the Search button in the Account Transactions Screen causes the Search Dialog to be displayed. This will allow you to search for transactions within the current Account. The upper half of the window contains the search criteria, and is explained below. The the lower half of the window is where results are displayed. In the result window, results are displayed exactly as transactions appear in the Account Transactions Screen. Buttons to edit or delete these transactions are provided, and they work exactly like their counterparts in the Account Transactions Screen. A print button is also provided, which allows you to print the results of your search.
The search criteria window allows you to enter the conditions you want to search on. All of your entries are saved so that they will be set even if you close the program.
_) character represents any single character. Thus, b_d will match
"bad", "bud", and "bid",
but will not match "brood" or "bd".%) character represents zero or more of any characters.
Thus, b%d will match "bad", "bud", "bid",
"brood" and "bd".
Amount From / Amount To
This allows you to enter a range in which the value of the transaction
must fall. Both of these numbers are always positive. You can choose to include or exclude
credits, debits or transfers
using the checkboxes below the range. Entering "0.00" for both values will cause the program to
ignore value in the search.
"Include" Checkboxes
These checkboxes allow you to select what types of transactions
will be returned by the search. Checking all of the boxes will cause the program to ignore
the transaction type in the search.
ID
This allows you to search on the transaction ID.
The radio buttons to the right of this field allow you to choose how the ID you specify will be matched.
Leaving this field blank will cause the program to ignore the ID in the search
You can use the special pattern matching characters mentioned above in this field.
To/From
This allows you to select a party to search on.
Leaving this field blank will cause the program to ignore the party in the search
Date From / Date To
This allows you to select a date range for the search. The search will return records
with a date on or after the "from" date, and on or before the "to" date.
You cannot cause the program to ignore the date in the search. By default, the search range
is from one year ago to the present date.
Notes
This allows you to search on the transaction notes.
The radio buttons to the right of this field allow you to choose how the notes will be matched.
Leaving this field blank will cause the program to ignore the notes in the search.
You can use the special pattern matching characters mentioned above in this field.
See also Accounts, Account Transactions Screen