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Keyword Search

Article author
Jonathon Plowman-Samson
  • Updated

The Data Table has full keyword search functionality to help prevent false positives from appearing in your searches. Keyword search allows you to search by:

  • Transaction Number
  • Account Number
  • Account Description (eg.., Name)
  • Monetary Value (do not add cent ¢ sign)
  • Memo Value found in Memo Field (if applicable)
  • Custom Column Values (eg., Custom Column Transaction_Source contains m, simply search for "m")

Using Keyword Search

From the Data Table, click on the Keyword Search text field and enter your search query. To initiate the search, press enter or click the magnifying glass icon in the text field.

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