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.
If you are searching for a serial number, use the Advanced search tab to generate a Search report for the specific item.
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.
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:
When the Search window is opened from the Home window, you can also take advantage of the options on the Advanced search tab.
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.
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
Note: If you are using the bilingual data entry feature, Sage Simply Accounting restricts your search results to information recorded in your preferred language.
Search for a record or transaction