Account Search

The Account Search screen is used to show account balances based on the filters entered. Accounts can also be drilled into to see the transactions.

1. Go to the General Ledger menu, then click Account Search. 

2. Select your search filters. These can either be one or a combination of the following:

   • Account From and Account To - leave blank to search all accounts, or select a single account or range of accounts.

   • Analysis Category - if desired, select an Analysis Category to only include accounts of this type, e.g. Project. The Sub-Account Name field will then appear, where you can select an individual sub-account to search on.

   • Include Inactive - tick this box to include inactive accounts in the search results.

   • Hide $0 Balances - tick this box to exclude accounts with zero balances. This is useful for excluding Giver accounts, as they will always have a zero balance.

   • Type - select an account type to only display accounts of that type (Asset, Liability, Equity, Income, Expense).

   Click Search. 

3. Once the search has been performed, this will show the accounts based on the search options that have been selected.

4. To view the transactions in a specific account, highlight the desired account and click on the Transactions button. This will take you to the Transaction Search screen where you can get more information on the transactions in that account. 

5. Alternatively, if you wish to clear the search results, click the Clear button.