Consider the following tips when working with the Find Transactions window.
The search is based on the criteria you enter. The filter defaults to search all transactions in the current period. To change any of the parameters, change options in any or all of the filter categories. To reset the filter settings at any time, click the Refresh button.
If too many transactions are found (over 10,000), Sage 50 will display a message suggesting that you narrow your search by adding criteria to the filter.
If no transactions are found, you may need to widen your search by using fewer criteria in the filter or the transactions may be in a area that you can’t access based on your user profile.
For example, to sort by dollar amount, click the amount heading. The transactions sort in descending order (from highest dollar amount to lowest dollar amount). To reverse the list (to display the smallest amount first), click on the amount heading again.
To find |
Use this |
Example |
---|---|---|
Any single character |
? |
s?t finds “sat” and “set” |
Any string of characters |
* |
s*d finds “sad” and “started” |
Note: To search for a character that’s defined as a wildcard, type a backslash (\) before the character. For example, to search for a question mark, type “\?”.
Transaction Types |
|
---|---|
Quote (QT) |
Time Ticket - TT—(Sage 50 Premium Accounting and higher) |
Sales Order (SO) |
Expense Ticket - ET—(Sage 50 Premium Accounting and higher) |
Sales/Invoice (SJ) |
Payroll Entry (PRJ) |
Credit Memo (CM) |
|
Receipt (CRJ) |
General Journal Entry (GENJ) |
Purchase Order (PO) |
Inventory Adjustment (INAJ) |
Purchase (PJ) |
Build/Unbuild Assemblies (ASBY) |
Vendor Credit Memo (VCM) |
|
Payment (CDJ) |