Search for multiple items

Limit the search to particular accounts, classes of accounts, or to quickly select just P&L accounts

Pull up flagged transactions

Extend the search across different reporting periods

Be flexible on which columns to include/exclude

Export on-screen data to excel

AccountsPrep integrated companies.

In the search bar you can search multiple terms/values by separating each item with a semi-colon (;).

You can include anything in the Details or Reference fields (such as a payee etc.)

You can also search values (such as payment/receipt amounts etc.)

You can check the boxes of multiple accounts at once.

You can select whole classes of accounts by clicking on the class heading.

Isolate the Profit and Loss accounts quickly by selecting them.

Uncheck all will clear all checked boxes. Please note that this will still search for all accounts (it just clears the selection for your convenience to begin checking accounts again).

Find accounts quickly by using the search bar within the drop-down menu.

In the dates drop-down menu, you can quickly choose:

Or, by simply typing the dates in the date from/to fields you can create a custom selection across periods.

Select the settings button in the blue title bar to change the display settings.

From the display settings pop-up menu, you can choose to include any or all of the following optional columns:

Selecting Preview will produce the report for you on a once-off instance

Clicking Save will save these settings for the next time you open the transactions search page.