Tips on Finding Transactions

Related topics

Find transactions in Sage 50

Edit a record or transaction

Perform other basic procedures

Consider the following tips when working with the Find Transactions window.

  • The search is based on the criteria you enter. The filter defaults to search all transactions in the current period. To change any of the parameters, change options in any or all of the filter categories. To reset the filter settings at any time, click the Refresh button.

    If too many transactions are found (over 10,000), Sage 50 will display a message suggesting that you narrow your search by adding criteria to the filter.

    If no transactions are found, you may need to widen your search by using fewer criteria in the filter or the transactions may be in a area that you can’t access based on your user profile.

  • Use the From and To fields to select specific starting and ending dates for the search.
  • Sage 50 only searches areas to which you have access (as defined in User Security).
  • The search is not limited to transactions dated in the two open fiscal years. If the search results include transactions dated outside your open fiscal years, only those transactions that have not been purged will display. These transactions cannot be edited.
  • Search results are listed by date. Search results can be sorted by clicking any heading in the results list.

    • For example, to sort by dollar amount, click the amount heading. The transactions sort in descending order (from highest to lowest dollar amount). To reverse the list and sort in ascending order (from smallest to highest amount first), click the amount heading again.

  • Beginning balance transactions are not searched or displayed.
  • If account numbers are used as filter criteria, then assemblies, time tickets, and expense tickets will not appear in the results.
  • Some of the options allow wildcards. There are two wildcards available: “?” and “*”.

    • To find

    Use this

    Example

    Any single character

    ?

    s?t finds “sat” and “set”

    Any string of characters

    *

    s*d finds “sad” and “started”

    Note: To search for a character that’s defined as a wildcard, type a backslash (\) before the character. For example, to search for a question mark, type “\?”.

  • You can search for the following types of transactions:

    • Transaction Types

    Quote (QT)

    Time Ticket - TT—(Sage 50 Premium Accounting and higher)

    Sales Order (SO)

    Expense Ticket - ET—(Sage 50 Premium Accounting and higher)

    Sales/Invoice (SJ)

    Payroll Entry (PRJ)

    Credit Memo (CM)

    Receipt (CRJ)

    General Journal Entry (GENJ)

    Purchase Order (PO)

    Inventory Adjustment (INAJ)

    Purchase (PJ)

    Build/Unbuild Assemblies (ASBY)

    Vendor Credit Memo (VCM)

    Payment (CDJ)
  • The search results list displays all transactions Sage 50 found based on your search criteria.