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Keyword search: Accounts receivable

Article author
Jonathon Plowman-Samson
  • Updated

Summary

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


Overview

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

  • Entry ID
  • Entry type
  • Customer Name
  • Debit (Note: do not use the cent ¢ sign)
  • Credit (Note: do not use the cent ¢ sign)
  • Account ID
  • Invoice Ref
  • Memo
  • Transaction type
  • Customer ID
  • Related
  • Custom columns


Navigation

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

 


Search with a keyword

  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.

ar-data-table-keyword-search.gif


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