23 May 2011

Weekly Dynamic: Find Debit or Credit Amount

Sometimes you need to find a particular amount that could be either a debit or credit. Maybe it’s a rogue transaction or a posted amount that went to a wrong account and you just can’t find it.

Well, this is easy to do with a SmartList. All you have to do is:

  1. Open up the default Financial | Account Transactions SmartList
  2. Open the Search window
  3. Set Debit Amount equal to the amounts your looking for.
  4. Repeat this with Credit Amount
  5. Set the Search Type to Match 1 or More. This is an “or” setting meaning that it will find transactions where Debit Amount or Credit Amount equals the amount entered.
  6. Further refine the search limiting it to certain accounts or dates