DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Find and recode filters and search


#1

Would it be possible to have the option to search deeper or a filtering option?
I can search by contact but then need to filter the accounts.
The contact does many transactions that are paid into different accounts and I need to move a bulk of them to other accounts when things change.
For instance, The contact has paid into account : sales 1,2,3,4,5 But I need to move just account 2 to 4. there are thousands of transactions in these accounts so if I could find a contact and then filter say account 2, I could then select them all and move to account 4 in one go. Many thanks for a fantastic piece of software.


#3

I think this is a bug. Everywhere else, the Search function returns records matching multiple search arguments, irrespective of word order or completeness. See https://www.manager.io/guides/16487. In Find & Recode, however, the search interprets search criteria only as literal strings.

Further, the Date, Bank account, and Amount columns are not searched. So you cannot readily find transactions in a specific bank account or year, as examples. Nor can columns be sorted by clicking on their headings.

I am moving this to the bugs category.


#4

Fixed in the latest version (19.2.25)