Search Tools

Sage Simply Accounting offers two ways to quickly find records and transactions that are stored in your company file, the Search window and Search reports. (Premium)

If you are searching for a serial number, use the Advanced search tab to generate a Search report for the specific item. (Enterprise)

Lookup Button

The Lookup button is available in most transaction windows, and enables you to search for transactions that have been processed.

The transactions you can look up include:

Each time you look up a transaction, Sage Simply Accounting stores the results of the look up on your computer. You can clear this lookup data to make more room on your computer.

Search Window

The Search window is the primary tool used for looking up records and transactions. There are several ways to open the Search window, and each way affects what you can search for. If you open it from:

Bypass Search Field. Allows you to skip the Search box and go directly to the records listed at the bottom of the window to begin your search.

Bypass Category Field. Allows you to skip the Category box and go directly to the Search box to begin your search. (Premium)

Search Reports (Premium)

Search reports provide a list of both records and transactions that match your search criteria. You can enter cheque numbers, dollar amounts, customer names or any other information for which you want to search. Once the report has been generated, you can drill down into the results list to look at specific items. You can generate Search reports two ways, by using the Quick Search box in the Home window, or by entering your criteria on the Advanced tab in the Search window.

Quick Search Box in the Home Window (Premium)

In the Home window toolbar, enter text in the search box, and then click Search to produce a report that lists records and transactions that match your search term. This search is case-sensitive, so be sure to capitalize your terms as necessary.

Advanced Search Tab (Premium)

The Advanced search tab produces the same report as the Quick Search, but it provides more control over your search results. You control the:

There are two Additional Search Filters that you can use to further refine your search to reduce the number of matches and ensure that the results are relevant. These filters work the same way as the main Advanced search, except that the And and Or controls allow you to decide if matches are required for one (Or) or both (And) of the filtering criteria.

Note: If you are using the bilingual data entry feature, Sage Simply Accounting restricts your search results to information recorded in your preferred language.

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