Search function in names list

Ann_10524711
Ann_10524711 Member Posts: 56 Reckoner Reckoner
in Reckon Accounts (Desktop)

Hello, is it possible to create a search function in Reckon desktop?

On occasion we have known the customer name but can't recall their company name. Is there a way of searching the system to call up the name from the customer information details that are in the system? Same thing occasionally occurs with Suppliers.

Thanks Ann

Answers

  • Datarec
    Datarec Reckon Staff Posts: 1,362 Reckon Staff Reckon Staff

    In the Reckon Accounts Enterprise desktop product there is a search function.

    image.png

    In the example above you can see two customers.

    Customer 1 as a company named "Company 1"

    Customer 2 as a company named "Company 2"

    Using the Find field with the search term "Company 1" and clicking the magnifying glass button will bring up, Customer 1 and the View field will show "Custom Filter…" since a search was performed.

    image.png

    Regards,

    Reckon Data Recovery Team

    How to ask good questions on the Reckon Community

    #TipTuesday - A Picture Paints A Thousand Words

    How do I add an image or screenshot to my discussion?

  • Kris_Williams
    Kris_Williams Member Posts: 4,193 Reckon Hall of Famer Reckon Hall of Famer

    You can do a find by many criteria, just open the file window (ctrl F) and click on advanced, and enter whatever criteria you wish to search by - customer, address, date, amount etc. you can put the Find icon on the toolbar for easy access if you prefer to use instead of Ctrl F

  • Ann_10524711
    Ann_10524711 Member Posts: 56 Reckoner Reckoner

    Thank you, I will try this.

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,127 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    The Find feature (shown above in Lists) searches your database within record info.

    The Find feature (via the Edit dropdown menu) searches transactions 😁

    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!)

Categories