Search for Records or Transactions

1. In the Home window or any icon window or record window, click Search.
2. In the Search window, select the type of record you want to look for from the list (for example, Accounts).
3. Type the name of the record you want to find in the Search box.

If you are looking for Accounts, you can search either by Name or Number.

If you are looking for Inventory and Service Items, you can search by Number or Description.

4. When the record is highlighted in the list below the Search box, click OK to view it.

1. Open the Search window either by:
• Clicking Search in the Home window and selecting the type of transaction you want to search for from the list or
• Opening the transaction window associated with the type of transaction you want to look up (for example, Sales Invoices) and clicking or next to the source number box.
• Right-clicking on an icon and selecting the Find option.
2. (Optional) Fill in any information you want to include in order to shorten the results list (for example, a Start date for the search).
3. Click OK.
4. (Optional) Sort the results in ascending or descending order, by selecting a sort option in the View by list, and then clicking the Sort button.
5. Double-click the transaction, or select it and then click Select.
6. (Optional) To print the transaction, click Print .

1. In the Home window, click Search, and then select the Advanced tab.
2. Select the record or transaction type from the list.

If you are working with a consolidated company, you can only look up account records and general journal entries.

3. Select the Field and Matching criteria that you want to find.
4. Type a Value.
5. (Optional) To make your search more specific, select:one of the following buttons, and then fill in the Additional Search Filters.
• And to include only the records that match the criteria on that line and the next
• Or to include records that meet one or both criteria
6. (Optional) Customize the:
• Columns that appear in the report
• Way the search results are sorted
• Printer settings for the report
• Fonts in the report
7. Click OK to display a report of the search results. Double-clicking on the results drills down into an item, opening the record or original transaction.

1. Open the Search window either by:
• Opening the transaction window associated with the type of transaction you want to look up (for example, Sales or Purchase Orders) and clicking next to the source number box.
• Opening the specific module (for example, Vendors & Purchases) and right-clicking on the Quotes or Orders icon and selecting the Find option.
2. Use the Show options to shorten the results list (for example, Uninvoiced or Invoiced transactions).
3. (Optional) Sort the results in ascending or descending order, by selecting a sort option in the View by list, and then clicking the Sort button.
4. Double-click the transaction, or select it and then click Select..

1. Open the Search window either by:
• Opening the Paycheques window and clicking next to the source number box.
• Opening the Employees & Payroll module and right-clicking on the Paycheques icon and selecting the Find option.
2. (Optional) Fill in any information you want to include in order to shorten the results list (for example, a Start date for the search).
3. Use the Show options to shorten the results list (for example, Employee or Amount).
4. (Optional) Sort the results in ascending or descending order, by selecting a sort option in the View by list, and then clicking the Sort button.
5. Double-click the transaction, or select it and then click Select..

Note: If you are adjusting a paycheque that was processed in Sage 50 Accounting 2013 or a future version, the YTD values shown are the YTD amounts at the time the paycheque was processed.