Find Dialogue to not be case specific

When using the find dialogue box to find a bill the reference number is case specific ie if you search for cins1234 it won't find CINS1234
3
3 votes

Already Offered Β· Last Updated

This is available via Advanced Search

Welcome!

It looks like you're new here. Sign in or register to get started.

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,518 Reckon Community Manager Community Manager

    Hi @TrevorWatson

    Just wanted to loop back to this with some info, (if you weren't aware already). If you search using the Advanced tab, it will present results regardless of upper/lower case used in the reference field.

    image.png
  • TrevorWatson
    TrevorWatson Member Posts: 24 Reckoner Reckoner

    How/Where do I enter the bill number in this case? I can't see how it works.

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,062 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Hi @TrevorWatson

    Enter a partial or full Bill number in one or both Number boxes here:

    image.png

    😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • TrevorWatson
    TrevorWatson Member Posts: 24 Reckoner Reckoner

    And that doesn't work for the issue I initially raised - case insensitive searches.

    image.png image.png
  • TrevorWatson
    TrevorWatson Member Posts: 24 Reckoner Reckoner

    @Rav Please explain how this solution works for case insensitive searches of Bills

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,062 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    @TrevorWatson

    I think it will work if you enter both case options instead ? :

    image.png

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • TrevorWatson
    TrevorWatson Member Posts: 24 Reckoner Reckoner

    Thanks @Acctd4 Shaz but that's a pretty weak solution to the original problem - keep typing it both ways until you find it. That's not directed at you that's directed @Reckon if that's the solution that's offered.

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,062 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Yeah, it’s not ideal, but hopefully it’s a workaround for now 😬🀞🏻

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

Welcome!

It looks like you're new here. Sign in or register to get started.