"find" function?


D

ddi

how do you find an individual transaction (by check #, amount, payee, etc) in
your register for example?! This is a basic function of Quickbooks, Quicken,
and i assume MS Money too - so where is it in SBA?
 
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C

Chris Schatte

Hi ddi,
An example would be:
From the customer list on the tool bar. right above "Customer List" you
should see the Find button. Click and this will open the Find tool bar, from
here you can search. There are 7 items listed here to search from.
This tool bar does not automatically stay in view when you close and re-open
SBA.
 
D

ddi

well, yes, and that's great if i want to find a customer,or vender, or
employee. But what if i want to find that check i wrote for $56.98 on
11/13/05? How?
 
C

Chris Schatte

ddi,
In your companies chart of accounts you can search by number, name or type.
SBA 2006 sp1 does not have the functionality to search within each account
for a specific check # or amount.
You can arrange any specific account by date, number, account, etc. Just
click these in any account register.
 
D

ddi

this is a major oversight by ms. it's hard to find anything financial these
days, beit software or your own bank's online acct info, that doesn't have a
search by amount, check #, date function. Jeez-it's banking software.
Amounts are kind of important, esp. when reconciling. I sure hope this
feature will be added- for $150 banking software, it's kind of a given.
And i'm surprised no one else has really complained about this....maybe there
is an easier way to find stuff that i am not aware of. Sorting by date or
# doesn't really work well.
 
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C

Chris Schatte

ddi,
Yes, agree that this could be added to any area within SBA as a search
function. That being said, if you are reconciling your checking account by
date of entry per month adjusting the view does help. We log into our bank
account daily and match posted transactions with those in SBA.
For future functionality for SBA, it is very important that users post
questions and suggestions for missing functions. MS does review the posts on
this group...
 
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