Search and filter data
Use these search and filter methods to navigate
Accounting CS
more efficiently and find the data you need faster.Searching and filtering help you quickly find the information you need in
Accounting CS
.Search data lists
- Find theSearchfield in the upper-left corner of most screens.
- Enter what you're looking for and press ENTER or select
- To clear your search and see all data again, select
next to the Searchfield.
tip
- Select the down arrow
in the Searchfield for more search options. - Use recent searches from the dropdown menu.
- Choose how to search: You can useExact,Contains, orEnds with.
- Select which fields to search in.
- Your search stays active until you change or clear it, or close the application.
Filter data lists
- Select
next to the Searchfield. - Choose your filter criteria from the dropdown list.
- Select a filter method.
- Enter any extra information if prompted.
note
Most filters stay active until you change it, clear it, or close the application. However, keep in mind that some filters don't reset when you close the program.
Create a custom filter
- Open the screen where you want to use the filter.
- Select.
- Do 1 of the following:
- Enter a new filter name and press TAB, then selectYesto create it.
- Right-click and selectAdd Filter.
- In theFilterswindow:
- Name your filter.
- Set up to 6 filter criteria.
- Choose if the results should match all criteria or only 1.
- SelectEnterto save, thenDoneto return to your screen.
Your new filter will appear in filter lists across the application.
Change or delete a saved filter
- Open the relevant screen.
- Select.
- Select the filter you want to change.
- Right-click and selectEdit FilterorDelete Filter.
- Make your changes in theFilterswindow, then selectDone.
