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Keyword search: Accounts receivable

  • Updated


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


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


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

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 ( Search_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? Chat with us or submit a request for further assistance.

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