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Keyword search: General ledger

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Learn how to use keywords to find data in the data table.


Navigation

To search the data table with keywords, go to the Data Table dashboard.


Overview

Filter the data table for specific entries or outstanding entries using keywords from the following columns:

  • 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")


Use Keyword Search

  1. Enter the keyword into the Search field.
  2. To search, press enter/return on your keyboard, or select the magnifying glass icon.
    The data table displays entries that match your search criteria.

Use the X icon to the right of a term to clear the field and reset the data table.


Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.

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