Search in List
Search in Lists and Drop-downs to locate data in AccountingSuite
At the top of every list view, there is a search box. As you type, the choices in the list are narrowed to match the characters in the search box.
The Search box in Item List View
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Searching using Universal Search
Locating Data in AccountingSuite using Universal Search With Universal Search, find search terms across the entire application. Entering 1234 will search for dollar amounts, document numbers, quantities, phone numbers, everything. If you’re trying to ...How can I filter a list of invoices to only show those between certain dates?
Invoices and other lists can be filtered by any field in the document. To illustrate: We'll use the example of a date range of May 1, 2016-Dec 31, 2017. 1) Start by clicking the More Actions → Settings button and choose List Options. 2) In the filter ...How to create a Customer List using the Universal Report
Resolution is : 1. Go to Reports → Universal Report. 2. Select Catalog and Address/Contact. 3. Click Show Settings, Grouping by "Owner" 4. Click Run Report. This will show all address/contacts from all customer cards grouped ...Getting Started - General Navigation
General Navigation The Navigation Menu AccountingSuite™ has a dark yellow navigation menu and the lighter yellow is the sub-navigation bar, whose content will change based on the main menu choice that has been made. AccountingSuite™ Navigation Menu ...List View - Keyboard Shortcuts
List View - Keyboard Shortcuts Action Keyboard Shortcut Move from cell to cell Up, Down, Left, Right Move to the next filled or empty cell Ctrl + (Up, Down, Left, Right) Scroll up one page PgUp Scroll down one page PgDn Go to the beginning of the ...