Finding Transactions for Allocation

You can find individual transactions within the list of unallocated transactions displayed for allocation. This is important because it can help to reduce the time it takes you to identify the matching transactions.

Click on the column heading of the transaction field you want to use to locate the transaction so that the entire column is highlighted.
Select Action > Find to display the Account Allocation - Selection Criteria for Find dialog.
Enter the required selection criteria and click OK.

Note: Selection criteria are case sensitive.

Note: When searching text strings, the entire string must be entered. For example, entering Company and/or Limited will not retrieve the string Public Limited Company.

Note: If no transactions meet the selection criteria, the transactions are sorted by the selected column and the first transaction after the selection criteria is highlighted.