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Search for a posting (PPv5)

Matters can quickly fill up with hundreds of transaction postings. And if you need to track one down, for information or correction, there are ways to help you find what you're looking for. 

Tips for searching for transactions:

1. Where you have a screen showing a list of posted figures you can sort by clicking on the top of any given column. e.g. highlight an asset and click at the top of the Value column. Or highlight a cash tracking account and sort by the debit, credit or balance columns.

2. In the Cash screen you can hold down the Control key on your keyboard and click on two or more accounts. Transactions from ALL of those accounts will then be listed on the righthand side of the screen. You can then click on any of the column headings to sort by amount.  

There is also a 'Select all accounts' option in the lefthand task panel if open. 

3. Under 'Analysis...Search' you can search within individual matters or across all estates. For text or figures. Read this article for more detail.  

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