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Next Generation - Search or filter on the displayed columns

You can easily search or filter directly on all of our Next Generation record lists, processing and enquiry screens.

Once you have configured your columns on your enquiry and record list columns in a way that suits your business the best, you can filter or search directly on these.

Our example below takes you through a record list and an enquiry screen, but you can follow the same steps on other enquiries or record lists.

You can follow this article for the following screens:

Module

Options

Debtors

  • Customers:

    • Customer Records

  • Transactions:

    • Details section columns for: Invoice/Credit Note/Receipt/DR & CR Adjustment/Blk Receipts

  • Allocation:

    • Cash Allocation/Reverse Allocation

  • Credit Control:

    • Chase Debtors/Write Off Bad Debts/Reverse Bad Debts Written Off

  • Enquiries:

    • Sales Transactions/Sales Analysis Transactions/Aged Debt/O/S Sales Orders/SOP Delivery History

  • Direct Debits:

    • Collection/Export

  • Settings:

    • Terms/Query Reasons

Creditors

  • Suppliers:

    • Supplier Records

  • Transactions:

    • Detail section columns for: Invoice/Credit Note/Payment/DR & CR Adjustment/Remittance BACS & Cheques/BACS Export/Suggested Payments

  • Allocations:

    • Cash Allocations/Reverse Allocations

  • Enquiries:

    • Purchase Transactions/Purchase Analysis Transactions/Aged Credit/O/S Purchase Orders/POP Delivery History/Approval Status

  • Settings:

    • Rejection Reasons

Financials

  • Accounts or Chart of Accounts:

    • Accounts

  • Cash Book

  • Budgets

  • Transactions:

    • Details section columns for: Journal/DR VAT Journal/CR VAT Journal/Currency Transfer

  • Enquiries:
    ​
    ​

    • Nominal Transactions/All P&L Summary/Balance Sheet/Trial Balance Summary/ All NFP Summary

Selling

  • Transactions:

    • Sales Order/Credit Note/Deliver Orders/Invoice Orders/Process Credit Notes/Sales Estimates

  • Enquiries:

    • Outstanding Orders

Purchasing

  • Transactions:

    • Purchase Order/Credit Note/Purchase Request/Receive Orders/Invoice Orders/Process Credit Notes/Convery Requests/Purchase Order Accruals

  • Enquiries:

    • Outstanding Orders

Customer Record List

  1. Click Debtors then click Customers.

    • All customers in your database are displayed.

  2. Find the Customer Name column and with your mouse move to the label of the Customer Name column until you see 3 small horizontal lines appearing at the end of the label.

  3. Click on the 3 horizontal lines to open the Filter pop-up.

  4. Click on the Filter tab.

  5. Click on the drop-down menu or arrow to see more filter or search options being offered for you.

    • For example use the Contains option, then enter the characters that you know in the field below.

  6. Click OK.

Note: If you cannot see the column that you wish to search for, have a look at our Configure Columns user guides to help you add or remove any columns.


The screen will only show you records that match your search criteria and on the searched column, you have an indicator to show you that the particular column had a search or filter applied.
You can repeat the same steps as above on any of the columns and you can also select different search or filter criteria.

Sales Transaction Enquiry

  1. Click Debtors then Enquiries and then click Sales Transactions.

    • All sales transactions in your database are displayed.

  2. Find the Account Name column and with your mouse move to the label of the Account Name column until you see 3 small horizontal lines appearing at the end of the label.

  3. Click on the 3 horizontal lines to open the Filter pop-up.

  4. Click on the Filter tab.

  5. Click on the drop-down menu or arrow to see more filter or search options being offered for you.

    • For example use the Equals option, then enter the characters that you know in the field below.

  6. Click OK.

The screen will only show you records that match your search criteria and on the searched column, you have an indicator to show you that the particular column had a search or filter applied.
You can repeat the same steps as above on any of the columns and you can also select different search or filter criteria.

Related Articles
Next Generation - Configure Columns and fields for all enquiries
Next Generation - Search for a customer record
Next Generation - Search for a nominal account
Next Generation - Search for a supplier record
Next Generation - Search for a stock record
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