Summary

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

Navigation

To use the keyword search, go to the Data table tab.

Overview

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

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

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.

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