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Advance Filter Search 

Wanting to search for a field that isn't listed in the Bookkeeping Page. Here's how!

Being able to filter on the Bookkeeping page to find transactions quicker can be done by combining multiple different search fields. 

Step 1 

  • Navigate to the Bookkeeping page and click on Advanced Filter.

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Step 2 

  • A panel will open on the left, displaying a range of filter options.

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Step 3 

  • Choose the relevant values in your search fields, then click ‘Search’ to view your filtered results.

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